Senior Workday Adaptive Planning Lead for Implementations

Baker Tilly Advisory Group, LP; Springfield (IL); On-site; USD 120,000 - 170,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, drive successful Workday projects, and mentor delivery teams in a dynamic, growth-focused environment.

You will help design and optimize planning models, oversee integrations, and collaborate with cross-functional teams to deliver value to clients across industries.

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), FP&A, financial systems, or consulting.
• 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.
• 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 communicate Workday Adaptive Planning solutions to prospective and existing clients.

Responsibilities

• Lead Workday Adaptive Planning implementations from discovery through deployment, ensuring successful project delivery within scope, timeline, and budget.
• Facilitate client sessions to understand business processes, planning requirements, reporting needs, and KPIs.
• Manage Workday Adaptive Planning implementations and optimization engagements as the solutions lead, guiding design, security, reporting, and scenario planning.
• 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 apps.
• Lead integrations using JavaScript, SQL, APIs, JDBC to pull data from ERP and source systems.
• Provide technical guidance and support to project teams, ensuring alignment with client requirements and best practices.
• Identify opportunities for process improvements and reporting efficiencies to reduce manual effort.
• Manage project risks, issues, resource assignments, and client expectations.
• Review project deliverables for quality and adherence to standards.
• Serve as day-to-day client contact and build trusted advisor relationships.
• Mentor and coach team members and support their development.
• Support business development via proposals, demos, scoping discussions, and thought leadership.
• Contribute to development of implementation methodologies and reusable assets.
• Stay current on Workday Adaptive Planning product enhancements.

Skills

Workday Adaptive Planning

JavaScript

SQL

Leadership

Communication

Education

Bachelor's degree in accounting/finance/information systems

Tools

OfficeConnect

APIs

Job description

Baker Tilly Advisory Group, LP seeks a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, drive successful Workday projects, and mentor delivery teams in a dynamic, growth-focused environment.

You will help design and optimize planning models, oversee integrations, and collaborate with cross-functional teams to deliver value to clients across industries.