Senior Workday Adaptive Planning Consultant

Baker Tilly Advisory Group, LP; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Senior Consultant to join its Digital Advisory Services. You will implement, support, and optimize Workday Adaptive Planning projects across clients, delivering high-quality workstreams and mentoring junior staff.

You will collaborate with client teams to map operations, define goals, and build forecasting models while ensuring best practices and effective data integrations.

Qualifications

• Bachelor's degree required; major in accounting, finance, business analytics, MIS, fin-tech or information systems preferred.
• Experience in EPM, FP&A, financial systems, or consulting preferred.
• Workday Adaptive Planning or financial systems experience preferred.
• Strong experience in JavaScript, SQL, and other integration platforms to incorporate data from ERP systems into Workday Adaptive Planning.
• Minimum of 3 years of corporate financial accounting experience required.
• Minimum of 1 year of corporate financial planning experience required.
• Solid understanding of financial planning, forecasting, and reporting, with experience in FP&A teams preferred.
• Strong background in financial reporting, financial report systems, and data flows preferred.
• Strong analytical and problem-solving skills.
• Effective written and verbal communication skills.
• Experience working with data and using systems to create efficiencies and improve decision-making.
• Strong communication and interpersonal skills to work effectively with clients and team members.
• Ability to articulate business value of systems enhancements or process change.
• Able to communicate technical information to a non-technical audience.
• Proficiency with Microsoft Office.
• Ability to travel as needed, approximately 20%

Responsibilities

• Support Workday Adaptive Planning implementation projects from discovery through deployment by delivering assigned workstreams, maintaining high-quality deliverables, and meeting project timelines and client expectations.
• Facilitate working sessions with client teams to map out their business operations, define goals for their planning cycles, and identify key metrics that drive decision-making.
• Build, configure, and maintain financial forecasting and planning models in Workday Adaptive Planning, ensuring they meet client requirements and align with best practices.
• Support the implementation process from start to finish, including configuration, testing, and optimization of Workday Adaptive Planning.
• Configure, implement, and troubleshoot 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.
• Help clients streamline their financial processes by automating workflows and reports using system capabilities.
• Identify opportunities to reduce the time clients spend compiling data, allowing them to focus more on analysis and strategy.
• Provide training to client teams to ensure they can effectively use the tools and systems implemented

Skills

Analytical skills

Communication skills

Interpersonal skills

Problem solving

Attention to detail

Ability to travel

Education

Bachelor's degree in accounting/finance/analytics/MIS/fintech

Tools

JavaScript

SQL

APIs

JDBC

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Senior Consultant to join its Digital Advisory Services. You will implement, support, and optimize Workday Adaptive Planning projects across clients, delivering high-quality workstreams and mentoring junior staff.

You will collaborate with client teams to map operations, define goals, and build forecasting models while ensuring best practices and effective data integrations.