Workday Adaptive Planning Manager | Enterprise FP&A Lead

Baker Tilly Advisory Group, LP

Trenton (NJ)

On-site

USD 140,000 - 200,000

Full time

14 days+
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Job summary

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead implementations, drive client engagements, and mentor teams. You will coordinate discovery, design, configuration, and deployment across ERP and HRIS integrations, ensuring high quality delivery and client satisfaction.

The role requires strong JS/SQL skills, deep FP&A experience, and the ability to manage multiple workstreams while traveling about 20% to meet client needs.

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.
  • 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.
  • Experience integrating Workday Adaptive Planning with ERP and other financial systems.
  • Strong understanding of financial reporting, budgeting forecasting, workforce planning, and financial data flows.

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.
  • 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.
  • 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

Analytical skills
Problem-solving
Communication skills
Organizational skills

Education

Bachelor's degree in accounting/finance/IS

Tools

JavaScript
SQL

Job description

Baker Tilly Advisory Group, LP is seeking a Workday Adaptive Planning Manager to lead implementations, drive client engagements, and mentor teams. You will coordinate discovery, design, configuration, and deployment across ERP and HRIS integrations, ensuring high quality delivery and client satisfaction.

The role requires strong JS/SQL skills, deep FP&A experience, and the ability to manage multiple workstreams while traveling about 20% to meet client needs.

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