Workday Adaptive Planning Lead | EPM & FP&A

Baker Tilly US; Town of Florida (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Baker Tilly US is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, drive delivery, and mentor consultants while ensuring high-quality outcomes across a range of enterprise performance management projects.

The role emphasizes hands-on Workday Adaptive Planning design, security, reporting, and integrations with ERP/HRIS/CRM systems, plus JavaScript/SQL guidance and a focus on process improvement and client satisfaction.

Qualifications

• Bachelor's degree in accounting, finance, information systems, business analytics, or related field.
• 5+ years of experience in EPM, FP&A, financial systems, or consulting.
• 4+ years of Workday Adaptive Planning implementation experience.
• Experience leading multiple end-to-end Workday Adaptive Planning implementations.
• Experience in JavaScript and SQL, with data integrations and system configurations.
• 5 years of corporate financial accounting experience preferred.
• 2 years of corporate financial planning and analysis experience preferred.
• Travel approximately 20%.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment.
• Facilitate client sessions to understand processes, planning requirements, reporting needs, and KPIs.
• Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead, guiding model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices.
• 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 design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms.
• 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.
• 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

Analytical skills

Problem-solving

Organizational skills

Written and verbal communication

Communication of technical concepts

Microsoft Office proficiency

Education

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

Tools

JavaScript

SQL

OfficeConnect

APIs

JDBC

Workday integrations

Job description

Baker Tilly US is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, drive delivery, and mentor consultants while ensuring high-quality outcomes across a range of enterprise performance management projects.

The role emphasizes hands-on Workday Adaptive Planning design, security, reporting, and integrations with ERP/HRIS/CRM systems, plus JavaScript/SQL guidance and a focus on process improvement and client satisfaction.