Workday Adaptive Planning Senior

Baker Tilly US; Pennsylvania; On-site; USD 110,000 - 170,000; Full time

Job summary

Baker Tilly US is seeking a Workday Adaptive Planning Senior Consultant to join Baker Tilly Digital Advisory Services. You will help clients implement and optimize EPM solutions, shaping financial planning and forecasting for enterprise clients.

You will work on integrations using JavaScript and SQL, build models, train client teams, and travel up to 20% as needed.

Qualifications

• Bachelor's degree required; major in accounting, finance, MIS preferred.
• Experience in Enterprise Performance Management (EPM), FP&A, financial systems, or consulting.
• Workday Adaptive Planning or financial systems experience preferred.
• Strong experience in JavaScript, SQL, and other integration platforms to incorporate data from ERP systems.
• Minimum of 3 years corporate financial accounting experience; 1 year corporate financial planning experience.
• Strong analytical and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to travel as needed, approximately 20%.

Responsibilities

• Support Workday Adaptive Planning implementation projects from discovery through deployment by delivering assigned workstreams, maintaining high-quality deliverables, and meeting project timelines and client expectations
• Facilitate working sessions with client teams to map out their business operations, define goals for their planning cycles, and identify key metrics that drive decision‑making
• Build, configure, and maintain financial forecasting and planning models in Workday Adaptive Planning, ensuring they meet client requirements and align with best practices
• Configure, implement, and troubleshoot integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a wide variety of ERP and source systems into Workday Adaptive Planning
• Help clients streamline their financial processes by automating workflows and reports using system capabilities
• Identify opportunities to reduce the time clients spend compiling data, allowing them to focus more on analysis and strategy
• Provide training to client teams to ensure they can effectively use the tools and systems implemented
• Support the implementation process from start to finish, including configuration, testing, and optimization of Workday Adaptive Planning

Skills

Analytical skills

Communication skills

Problem solving

Data analysis

Education

Bachelor's degree

Tools

JavaScript

SQL

APIs

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

We are currently searching for a Workday Adaptive Planning Senior Consultant to join our growing Baker Tilly Digital Advisory Services consulting practice. As a part of Baker Tilly, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients' important needs. You will contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing people, and shaping our culture.

As a member of our team, you will support organizations who have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution . The Workday Adaptive Planning Senior Consultant will be part of a team that implements, supports, and uses Workday Adaptive Planning to help clients improve their financial reporting, planning and forecasting processes. As part of this team, the position will work with a wide variety of projects and roles.

Role Summary

Delivers assigned implementation workstreams while developing expertise in Workday Adaptive Planning configuration, integrations, reporting, and client advisory. Serves as a trusted project team member and mentors associate consultants.

Responsibilities

• Support Workday Adaptive Planning implementation projects from discovery through deployment by delivering assigned workstreams, maintaining high-quality deliverables, and meeting project timelines and client expectations
• Facilitate working sessions with client teams to map out their business operations, define goals for their planning cycles, and identify key metrics that drive decision‑making
• Build, configure, and maintain financial forecasting and planning models in Workday Adaptive Planning, ensuring they meet client requirements and align with best practices
• Support the implementation process from start to finish, including configuration, testing, and optimization of Workday Adaptive Planning
• Configure, implement, and troubleshoot integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a wide variety of ERP and source systems into Workday Adaptive Planning
• Help clients streamline their financial processes by automating workflows and reports using system capabilities
• Identify opportunities to reduce the time clients spend compiling data, allowing them to focus more on analysis and strategy
• Provide training to client teams to ensure they can effectively use the tools and systems implemented

Qualifications

• Bachelor's degree required; major in accounting, finance, business analytics, management information systems, fin‑tech or information systems preferred
• Experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting preferred
• Workday Adaptive Planning or financial systems experience preferred
• Strong experience in JavaScript, SQL, and other integration platforms to incorporate data from a wide variety of ERP systems into Workday Adaptive Planning
• Minimum of 3 years of corporate financial accounting experience required
• Minimum of 1 year of corporate financial planning experience required
• A solid understanding of financial planning, forecasting, and reporting, with experience working in or with FP&A teams is preferred
• Strong background in financial reporting, financial report systems, and data flows preferred
• Strong analytical and problem‑solving skills
• Effective written and verbal communication skills
• Experience working with data and using systems to create efficiencies and improve decision‑making
• Strong communication and interpersonal skills to work effectively with clients and team members
• Able to articulate business value of systems enhancements or process change
• Able to communicate technical information to a non‑technical audience
• Proficiency with Microsoft Office
• Ability to travel as needed, approximately 20%