Workday Adaptive Planning Delivery Lead

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead deployments in the Digital Advisory Services practice. You will drive client engagements, oversee delivery teams, and shape budgeting, forecasting and reporting capabilities across clients.

The role requires deep Workday Adaptive Planning expertise, strong communication, and a consultative approach to projects. Travel ~20% and collaboration across a global team are expected.

Qualifications

• Bachelor's degree in accounting, finance, information systems, or related field preferred.
• Minimum of 5 years of experience in 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 ability to troubleshoot 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, and scenario planning preferred.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment.
• Facilitate client sessions to understand processes, planning requirements, and KPIs.
• Manage Workday Adaptive Planning engagements as solution lead with guidance on design, security, and reporting.
• Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, and dashboards.
• Oversee integrations between Workday Adaptive Planning and ERP/HRIS/CRM.
• Lead design and implementation of integrations using JavaScript, SQL, APIs and other platforms.
• Provide technical guidance and ensure alignment with client requirements and best practices.
• Identify opportunities for process improvements and reporting efficiencies.
• Manage project risks, issues, and client expectations.

Skills

Leadership

Project management

Client engagement

Communication

Analytical thinking

Financial acumen

Education

Bachelor's degree

Tools

Workday Adaptive Planning

JavaScript

SQL

OfficeConnect

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead deployments in the Digital Advisory Services practice. You will drive client engagements, oversee delivery teams, and shape budgeting, forecasting and reporting capabilities across clients.

The role requires deep Workday Adaptive Planning expertise, strong communication, and a consultative approach to projects. Travel ~20% and collaboration across a global team are expected.