Workday Adaptive Planning Delivery Lead

Baker Tilly Advisory Group, LP; Santa Fe (NM); On-site; USD 120,000 - 180,000; Full time

Job summary

Baker Tilly in the United States is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, design and implement planning solutions, and help clients improve their financial reporting and forecasting.

You will oversee project teams, manage scope, timelines and budgets, mentor staff, and collaborate with ERP/HRIS/CRM integrations. Strong communication and problem-solving skills are essential, with travel about 20% expected.

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.

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.

Skills

Analytical thinking

Communication skills

Project leadership

Travel readiness

Education

Bachelor's degree in accounting, finance, information systems, business analytics, or related field

Tools

JavaScript

SQL

OfficeConnect

Job description

Baker Tilly in the United States is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, design and implement planning solutions, and help clients improve their financial reporting and forecasting.

You will oversee project teams, manage scope, timelines and budgets, mentor staff, and collaborate with ERP/HRIS/CRM integrations. Strong communication and problem-solving skills are essential, with travel about 20% expected.