Workday Adaptive Planning Senior Manager

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

Job summary

Baker Tilly is seeking a Workday Adaptive Planning Senior Manager to join Baker Tilly Digital. Lead end-to-end implementations, guide complex planning transformations, and drive data and reporting improvements for clients.

The role requires extensive Workday Adaptive Planning experience, strong leadership, and the ability to manage multiple projects and client relationships. Travel about 20% is expected, with compensation ranging from $178,310 to $338,030 depending on skills and location.

Qualifications

• Bachelor's degree or equivalent in accounting/finance or information systems.
• 8+ years in enterprise performance management (EPM), FP&A, financial systems, or consulting preferred.
• 8+ years Workday Adaptive Planning implementation experience and advisory experience preferred.
• Proven experience leading 20+ end-to-end Workday Adaptive Planning implementations across multiple industries.
• 6+ years corporate financial accounting experience preferred.
• 3+ years corporate financial planning experience preferred.
• Consulting experience required.
• Experience managing multiple projects and client relationships simultaneously.
• Deep knowledge of Workday Adaptive Planning model design, administration, reporting, OfficeConnect, Dashboards, and Scenario planning.

Responsibilities

• Lead implementations end-to-end while providing client teams best practices to meet business goals.
• Define goals/objectives for planning cycles in client sessions, documenting metrics for enhanced reporting automation.
• Lead multiple Adaptive Planning implementations and optimization engagements as solution architect for complex transformations.
• Guide design, configuration, testing, support, customization, and optimization of Workday Adaptive Planning for clients.
• Drive integrations between Workday Adaptive Planning and ERP systems and other systems.
• Lead process-improvement projects to reduce client data compilation time.
• Lead sales and business development efforts to generate pipeline and expand accounts.
• Coach and develop team members to achieve goals and foster accountability.
• Manage project scope, budgets, timelines, risks, and resource allocation.
• Serve as trusted advisor on budgeting, forecasting, workforce planning, and enterprise performance management for CFOs/FP&A.

Skills

Workday Adaptive Planning

EPM/FP&A

Leadership/People management

Client relationship management

Analytical skills

Communication skills

Scenario planning

Office productivity (MS Office)

Travel willingness

Education

Bachelor's degree or equivalent (accounting/finance/IS)

Tools

OfficeConnect

Dashboards

Job description

We are currently searching for a Workday Adaptive Planning Senior Manager to join our growing Baker Tilly Digital 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 the best people, and shaping our culture. 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 corporate financial accounting experience is preferred
• Minimum of 3 years 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 for this role is $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.