Workday Adaptive Planning Senior Manager

Baker Tilly US; Delaware; On-site; USD 178,310 - 338,030; Full time

Job summary

Baker Tilly US is seeking a Workday Adaptive Planning Senior Manager to join their growing Digital practice. In this role, you'll lead and manage implementations of financial planning systems, working with various clients to enhance their operational and financial reporting processes.

The ideal candidate will possess extensive experience in enterprise performance management and have a strong background in financial reporting and consulting. This position offers a competitive compensation range and the potential for travel.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum of 8 years of experience in enterprise performance management (EPM).
• Proven experience leading at least 20 end-to-end Workday Adaptive Planning implementations.

Responsibilities

• Lead implementations end-to-end while providing best practices to client teams.
• Manage project scope, budgets, timelines, risks, and resource allocation.
• Serve as a trusted advisor on budgeting and forecasting strategies.

Skills

Workday Adaptive Planning

Financial reporting

Analytical skills

Problem-solving

Stakeholder communication

Project management

Education

Bachelor's degree in accounting, finance, or information systems

Tools

Microsoft Office

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a global advantage across major U.S. regions and worldwide financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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, while its subsidiary entities offer tax and business advisory services.

Job Description

We are currently searching for a Workday Adaptive Planning Senior Manager to join our growing Baker Tilly Digital practice. As a member of our team, you will help businesses select and implement a comprehensive portfolio of software tools—known as an enterprise system—to solve operational and financial needs. The Workday Adaptive Planning Senior Manager will execute as part of a team to implement, support, and use Workday Adaptive Planning in helping 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.

Responsibilities

• Lead implementations end-to-end while providing client teams best practices to meet their business operational goals
• Client working sessions define goals and objectives for their planning cycles, and document key segments and metrics that will enable them to enhance their financial planning and analysis function to improve reporting automation
• Lead multiple concurrent Adaptive Planning implementations and optimization engagements as solution architect for complex planning transformations, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and governance best practices
• Lead client’s implementation in the design, configuration, testing, support, customization, and optimization of our clients’ financial reporting, forecasting and planning system Workday Adaptive Planning
• Lead in the deployment and implementation of integrations between Workday Adaptive Planning and ERP systems and other systems
• Lead in process improvement projects, such as identifying and implementing reporting and data efficiencies to reduce client time compiling data
• Leads sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth
• Leads, coaches, and develops team members to achieve performance goals, foster collaboration, and maintain a high‑accountability culture.
• Manage project scope, budgets, timelines, risks, and resource allocation
• Serve as a trusted advisor to CFOs, FP&A leaders, Controllers, and Finance Transformation leaders on budgeting, forecasting, workforce planning, and enterprise performance management strategies.

Qualifications

• Bachelor's degree or equivalent experience required; major in accounting, finance, and/or information systems preferred
• Minimum of 8 years of experience in enterprise performance management (EPM), FP&A, financial systems, or consulting is preferred
• Minimum of 8 years Workday Adaptive Planning implementation experience and advisory experience is preferred
• Proven experience leading minimum of 20 end-to-end Workday Adaptive Planning implementations across multiple industries and client environments
• Minimum of 6 years of corporate financial accounting experience is preferred
• Minimum of 3 years of corporate financial planning experience is preferred
• Consulting experience is required
• Experience managing multiple projects and client relationships simultaneously
• Prior people management experience, including mentoring and developing consulting teams
• Deep knowledge of Workday Adaptive Planning model design, administration, reporting, OfficeConnect, Dashboards, and Scenario planning required
• Strong background in financial reporting, financial report systems, and data flows preferred
• Ability to demo Workday Adaptive Planning
• Strong analytical and problem‑solving skills
• Strong and effective written and verbal communication skills
• Able to articulate business value of systems enhancements or process change
• Able to communicate technical information to a non‑technical audience
• Experience with process improvement and root cause analysis
• Proficiency with Microsoft Office
• Ability to travel as needed, approximately 20%

Compensation range: $178,310 - $338,030. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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.