Workday Adaptive Planning Leader: FP&A & Integrations

Baker Tilly Advisory Group, LP; Honolulu (HI); On-site; USD 140,000 - 190,000; 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, guide delivery teams, and apply industry and technical experience to build your career across a range of services to meet client needs.

You will contribute to operating and growing the business, serving clients, developing people, and shaping our culture.

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 ability to troubleshoot and support integrations and 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, budgets, and client relationships
• Strong knowledge of Workday Adaptive Planning model design, integrations, reporting, security, and scenario planning
• Experience integrating Workday Adaptive Planning with ERP and other financial systems
• Understanding of financial reporting, budgeting, forecasting, workforce planning, and data flows
• Ability to demonstrate and present 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, approximately 20%

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring delivery within scope, timeline, and budget
• Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and KPIs
• Manage implementations as solution lead, guidance on model design, security, reporting frameworks, workforce planning, scenario planning
• Design, configure, test, and optimize Workday Adaptive Planning models including sheets, versions, dimensions, security, 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
• Provide technical guidance and support to project teams
• 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
• Mentor, coach, and provide technical guidance
• Support business development with proposals, demos, scoping, and thought leadership
• Contribute to development of implementation methodologies and best practices
• Stay current on Workday Adaptive Planning product enhancements and trends

Skills

Workday Adaptive Planning

EPM/FP&A

Project leadership

JavaScript

SQL

Client communication

Problem solving

Travel readiness

Education

Bachelor's degree

Tools

JavaScript

SQL

MS Office

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, guide delivery teams, and apply industry and technical experience to build your career across a range of services to meet client needs.

You will contribute to operating and growing the business, serving clients, developing people, and shaping our culture.