Workday Adaptive Planning Lead - EPM & FP&A

Baker Tilly Advisory Group, LP; Raleigh (NC); On-site; USD 130,000 - 180,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead engagements, design workday models, and guide teams across projects to improve financial planning and reporting.

The role emphasizes implementing Workday Adaptive Planning, integrating with ERP/HRIS/CRM, and mentoring staff while traveling about 20% to support client needs.

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 the ability to understand, troubleshoot, and support 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, 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 demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred
• Strong analytical, problem-solving, and organizational skills
• Excellent written and verbal communication skills
• Ability to communicate technical concepts to both technical and business audiences
• Experience with process improvement and root cause analysis preferred
• Proficiency with Microsoft Office
• Ability to travel as needed, approximately 20%

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 while ensuring successful project delivery
• 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 applications.
• Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a variety of ERP and source systems into Workday Adaptive Planning. Provide technical guidance and support to project teams while ensuring integration solutions align with client requirements and implementation best practices
• Identify opportunities for process improvements and reporting efficiencies that reduce manual effort and improve financial insight.
• Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle.
• Review project deliverables to ensure quality, consistency, and adherence to implementation standards.
• Serve as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships throughout the engagement.
• Mentor, coach, and provide technical guidance while supporting their professional development
• Support business development efforts by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities.
• Contribute to the continued development of implementation methodologies, reusable assets, and practice best practices.
• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management.

Skills

Workday Adaptive Planning

JavaScript

SQL

ERP integrations

FP&A

Data modeling

Project leadership

OfficeConnect

Dashboard design

Education

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

Tools

JavaScript

SQL

OfficeConnect

ERP systems

Job description

Baker Tilly Advisory Group, LP in the United States seeks a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead engagements, design workday models, and guide teams across projects to improve financial planning and reporting.

The role emphasizes implementing Workday Adaptive Planning, integrating with ERP/HRIS/CRM, and mentoring staff while traveling about 20% to support client needs.