Workday Adaptive Planning Manager

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

We are currently searching for a Workday Adaptive Planning Manager to join our growing Baker Tilly Digital Advisory Services consulting practice. As a part of Baker Tilly, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients’ important needs. You will contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing people, and shaping our culture.

As a member of our team, you will support organizations who have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution . The Workday Adaptive Planning Manager will execute be part of a team that implements, supports, and uses Workday Adaptive Planning to help clients improve their financial reporting, planning and forecasting processes. As part of this team, the position will work with a wide variety of projects and roles.

Role Summary Leads client engagements and delivery teams while ensuring successful project execution, client satisfaction, and consultant development. Serves as a trusted project team member and oversees the work of project team members.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring successful project delivery within scope, timeline, and budget

• Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and key performance metrics.

• Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices while ensuring successful project delivery

• Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, dimensions, security, reporting, dashboards, OfficeConnect, and scenario planning

• Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications.

• Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a variety of ERP and source systems into Workday Adaptive Planning. Provide technical guidance and support to project teams while ensuring integration solutions align with client requirements and implementation best practices

• Identify opportunities for process improvements and reporting efficiencies that reduce manual effort and improve financial insight.

• Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle.

• Review project deliverables to ensure quality, consistency, and adherence to implementation standards.

• Serve as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships throughout the engagement.

• Mentor, coach, and provide technical guidance while supporting their professional development

• Support business development efforts by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities.

• Contribute to the continued development of implementation methodologies, reusable assets, and practice best practices.

• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management.

Qualifications

• Bachelor's degree required; major in accounting, finance, information systems, business analytics, or related field preferred

• Minimum of 5 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required

• Minimum of 4 years of Workday Adaptive Planning implementation experience

• Experience leading multiple end-to-end Workday Adaptive Planning implementations

• Experience in JavaScript and SQL, with the ability to understand, troubleshoot, and support data integrations and system configurations

• Minimum of 5 years of corporate financial accounting experience preferred

• Minimum of 2 years of corporate financial planning and analysis experience preferred

• Consulting experience preferred

• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously

• Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred

• Experience integrating Workday Adaptive Planning with ERP and other financial systems

• Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows

• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred

• Strong analytical, problem-solving, and organizational skills

• Excellent written and verbal communication skills

• Ability to communicate technical concepts to both technical and business audiences

• Experience with process improvement and root cause analysis preferred

• Proficiency with Microsoft Office

• Ability to travel as needed, approximately 20%