Workday Adaptive Planning Lead - FP&A Implementations

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead client engagements within our Digital Advisory Services practice. You will guide implementations, optimize planning models, and manage cross-functional teams to deliver solutions that improve financial reporting and forecasting.

The role emphasizes governance, client interaction, and technical mentorship, with travel about 20% to support engagements and business development initiatives.

Qualifications

• Bachelor's degree required; major in accounting, finance, information systems, business analytics, or related field preferred.
• Minimum of 5 years of experience in Enterprise Performance Management (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.

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.
• 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

Project leadership

Client engagement

Analytical skills

Communication skills

Education

Bachelor's degree in accounting/finance/info systems

Tools

Workday Adaptive Planning

JavaScript

SQL

OfficeConnect

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead client engagements within our Digital Advisory Services practice. You will guide implementations, optimize planning models, and manage cross-functional teams to deliver solutions that improve financial reporting and forecasting.

The role emphasizes governance, client interaction, and technical mentorship, with travel about 20% to support engagements and business development initiatives.