Senior Workday Adaptive Planning Consultant

Baker Tilly US; Town of Montana (WI); On-site; USD 110,000 - 170,000; Full time

Job summary

Baker Tilly US is seeking a Workday Adaptive Planning Senior Consultant to join Baker Tilly Digital Advisory Services. The role focuses on implementing and supporting Workday Adaptive Planning to enhance financial reporting, planning and forecasting for clients across industries.

You will work within a team to deliver projects, mentor junior consultants, and help clients optimize their planning processes while maintaining high-quality deliverables and client satisfaction.

Qualifications

• Bachelor's degree required; major in accounting, finance, business analytics, MIS, fin-tech or information systems preferred.
• Experience in Enterprise Performance Management (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.
• A solid understanding of financial planning, forecasting, and reporting, with experience working in or with FP&A teams is 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.
• Able 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 wide variety of ERP 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 thinking

Problem solving

Communication

Education

Bachelor's degree

Tools

JavaScript

SQL

Workday Adaptive Planning

Job description

Baker Tilly US is seeking a Workday Adaptive Planning Senior Consultant to join Baker Tilly Digital Advisory Services. The role focuses on implementing and supporting Workday Adaptive Planning to enhance financial reporting, planning and forecasting for clients across industries.

You will work within a team to deliver projects, mentor junior consultants, and help clients optimize their planning processes while maintaining high-quality deliverables and client satisfaction.