Workday Adaptive Planning Lead – EPM & FP&A

Baker Tilly Advisory Group, LP; Madison (WI); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead implementations, optimize planning models, and drive client value across engagements.

The role requires deep Workday Adaptive Planning expertise, strong communication, and ability to manage complex programs with cross-functional teams. Travel around 20% is 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 EPM, FP&A, financial systems, or consulting required.
• 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 understand data integrations.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment.
• Facilitate client working sessions to understand processes, planning requirements, and KPIs.
• Manage implementation engagements and provide guidance on model design and security.
• Design, configure, test, and optimize Workday Adaptive Planning models and dashboards.
• Oversee integrations between Workday Adaptive Planning and ERP/HRIS/CRM systems.
• Lead design and implementation of integrations using JavaScript, SQL, APIs, and JDBC.
• Mentor and support ongoing development of team members.

Skills

Analytical skills

Problem-solving

Communication skills

Organizational skills

Presentation skills

Project management

Education

Bachelor's degree in accounting/finance/IS/analytics

Tools

JavaScript

SQL

OfficeConnect

JDBC

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead implementations, optimize planning models, and drive client value across engagements.

The role requires deep Workday Adaptive Planning expertise, strong communication, and ability to manage complex programs with cross-functional teams. Travel around 20% is expected.