Workday Adaptive Planning Lead

Baker Tilly Advisory Group, LP; Richmond (VA); On-site; USD 120,000 - 160,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead advisory engagements across Workday Adaptive Planning implementations. You will guide teams, design models, and optimize planning processes for clients.

The role involves client sessions, delivery oversight, and collaboration with cross-functional teams to ensure timely, high-quality results. Travel ~20% may be required.

Qualifications

• Bachelor's degree required; accounting/finance/information systems preferred.
• Minimum 5 years in EPM/FP&A/financial systems consulting.
• Minimum 4 years of Workday Adaptive Planning implementation experience.
• Experience leading multiple end-to-end Workday Adaptive Planning implementations.
• Strong knowledge of Workday Adaptive Planning model design, integrations, reporting, and security.
• Proficiency with JavaScript and SQL; able to troubleshoot integrations.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment.
• Facilitate client workshops to define processes, requirements, and KPIs.
• Manage engagements, scope, timeline, and budget for WDP planning initiatives.
• Design, configure, test, and optimize Workday Adaptive Planning models and dashboards.
• Oversee integrations with ERP, HRIS, CRM, and other systems.
• Mentor analysts and contribute to solution development and best practices.
• Support business development through proposals and demonstrations.

Skills

Workday Adaptive Planning

FP&A

Client leadership

Project management

JavaScript

SQL

Data integrations

Financial reporting

Education

Bachelor's degree

Tools

OfficeConnect

APIs

JDBC

ERP integrations

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead advisory engagements across Workday Adaptive Planning implementations. You will guide teams, design models, and optimize planning processes for clients.

The role involves client sessions, delivery oversight, and collaboration with cross-functional teams to ensure timely, high-quality results. Travel ~20% may be required.