Workday Adaptive Planning Lead | FP&A & Integrations

Baker Tilly Advisory Group, LP; Harrisburg (Dauphin County); On-site; USD 130,000 - 170,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, design and optimize planning models, and oversee ERP/HRIS/CRM integrations to deliver value across diverse financial planning initiatives.

You will mentor teams, support business development, and contribute to our methodologies while staying current on product enhancements and industry trends. A strong communication skillset is essential.

Qualifications

• Bachelor's degree required; major in accounting, finance, information systems, business analytics, or related field preferred.
• 5+ years of experience in EPM/FP&A/financial systems/consulting required.
• 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.
• Minimum 5 years of corporate financial accounting experience preferred.
• Minimum 2 years of corporate financial planning and analysis experience preferred.
• Consulting experience preferred.
• 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

Client engagement

Project leadership

Education

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

Tools

OfficeConnect

APIs

JDBC

ERP integrations

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to join Baker Tilly Digital Advisory Services. You will lead client engagements, design and optimize planning models, and oversee ERP/HRIS/CRM integrations to deliver value across diverse financial planning initiatives.

You will mentor teams, support business development, and contribute to our methodologies while staying current on product enhancements and industry trends. A strong communication skillset is essential.