Workday Adaptive Planning Lead | FP&A Innovation

Baker Tilly Advisory Group, LP; Boise (ID); On-site; USD 140,000 - 190,000; Full time

Job summary

Baker Tilly Digital Advisory Services seeks a Workday Adaptive Planning Manager to lead client engagements from discovery to deployment, delivering on-time, on-budget solutions for adaptive planning and performance management. You will guide model design, ensure security and reporting standards, and drive integrations with ERP/HRIS/CRM systems.

Ideal candidates have 5+ years in EPM/FP&A, 4+ years managing Workday Adaptive Planning implementations, strong JavaScript/SQL skills, and proven

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, 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 communicate Workday Adaptive Planning solutions to clients
• 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, approx. 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 KPIs
• Manage Workday Adaptive Planning engagements as the solution lead, advising on model design, security, reporting frameworks, workforce planning, and scenario planning
• Design, configure, test, and optimize Workday Adaptive Planning models and dashboards
• Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other apps
• Lead the design and implementation of integrations using JavaScript, SQL, APIs, JDBC and other platforms
• Identify opportunities for process improvements and reporting efficiencies
• Manage project risks, issues, resource assignments, and client expectations
• Review project deliverables for quality and adherence to standards
• Serve as primary day-to-day contact for client stakeholders and build trusted advisor relationships
• Mentor and coach junior staff and support their development
• Support business development with proposals, demos, scoping discussions and thought leadership
• Contribute to development of implementation methodologies and reusable assets
• Stay current on Workday Adaptive Planning enhancements and trends

Skills

Workday Adaptive Planning

EPM/FP&A

JavaScript

SQL

Leadership

Client management

Communication

Problem solving

Education

Bachelor's degree in related field

Tools

JavaScript

SQL

Job description

Baker Tilly Digital Advisory Services seeks a Workday Adaptive Planning Manager to lead client engagements from discovery to deployment, delivering on-time, on-budget solutions for adaptive planning and performance management. You will guide model design, ensure security and reporting standards, and drive integrations with ERP/HRIS/CRM systems.

Ideal candidates have 5+ years in EPM/FP&A, 4+ years managing Workday Adaptive Planning implementations, strong JavaScript/SQL skills, and proven