Workday Adaptive Planning Lead — FP&A & Implementations

Baker Tilly Advisory Group, LP; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Workday Adaptive Planning Manager to lead Enterprise Performance Management engagements in our Digital Advisory Services practice. You will drive implementations, guide model design, and oversee integrations across ERP, HRIS, and CRM systems.

You will partner with clients to understand planning needs, deliver robust financial insights, and mentor project teams. This role requires strong communication, analytical skills, and travel up to 20% in a dynamic

Qualifications

• Bachelor's degree required; major in accounting/finance/IS/business analytics preferred
• Minimum 5 years’ experience in EPM/FP&A or consulting required
• Minimum 4 years’ Workday Adaptive Planning implementation experience
• Experience leading multiple end-to-end Workday Adaptive Planning implementations
• Experience in JavaScript and SQL, with ability to support data integrations and configurations
• Minimum 5 years’ corporate financial accounting experience preferred
• Minimum 2 years’ corporate financial planning and analysis experience preferred
• Consulting experience preferred
• Experience managing multiple project workstreams, budgets, and client relationships
• Strong knowledge of Workday Adaptive Planning models, integrations, and reporting

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery to deployment
• Facilitate client sessions to gather processes, requirements, and KPIs
• Manage implementations, provide guidance on design, security, and reporting
• Design, configure, test, and optimize Workday Adaptive Planning models
• Oversee integrations between Workday Adaptive Planning and ERP/HRIS/CRM systems
• Lead design and implementation of integrations using JavaScript, SQL, APIs
• Identify opportunities to improve processes and reporting efficiencies
• Manage project risks, issues, and client expectations
• Serve as primary day-to-day client contact and trusted advisor
• Mentor team members and support professional development
• Support business development with proposals and demonstrations
• Contribute to methodologies and reusable assets
• Stay current on product enhancements and market trends

Skills

Leadership

Stakeholder management

Communication

Analytical thinking

Problem solving

Travel readiness

Education

Bachelor's degree

Tools

Workday Adaptive Planning

SQL

JavaScript

OfficeConnect

APIs

Job description

Baker Tilly Advisory Group, LP seeks a Workday Adaptive Planning Manager to lead Enterprise Performance Management engagements in our Digital Advisory Services practice. You will drive implementations, guide model design, and oversee integrations across ERP, HRIS, and CRM systems.

You will partner with clients to understand planning needs, deliver robust financial insights, and mentor project teams. This role requires strong communication, analytical skills, and travel up to 20% in a dynamic