Workday Adaptive Planning Senior Manager

Baker Tilly US; Virginia (MN); On-site; USD 178,310 - 338,030; Full time

Job summary

Baker Tilly US in Minnesota is seeking a Workday Adaptive Planning Senior Manager to lead implementations and help clients improve financial processes. You will provide best practices for operational goals and lead concurrent Adaptive Planning projects.

The ideal candidate has a Bachelor's degree in accounting or finance and over 8 years of relevant experience, including a strong background in Workday Adaptive Planning, consulting, and financial reporting. This role involves managing projects and teams to achieve client success.

Qualifications

• 8+ years of experience in enterprise performance management or consulting.
• 6+ years corporate financial accounting experience.
• 3+ years corporate financial planning experience.

Responsibilities

• Lead end-to-end Workday Adaptive Planning implementations.
• Manage multiple projects and client relationships simultaneously.
• Serve as a trusted advisor on budgeting and performance management.

Skills

Workday Adaptive Planning implementation

Financial reporting

Analytical skills

Communication skills

Consulting experience

Education

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

Tools

Microsoft Office

Workday Adaptive Planning

Job description

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 the 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 implement, support, and use Workday Adaptive Planning to help clients improve financial reporting, planning and forecasting processes. You 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 planning cycles, and document key segments and metrics that enable enhancement of 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 implementation in design, configuration, testing, support, customization, and optimization of the financial reporting, forecasting and planning system Workday Adaptive Planning
• Lead deployment and implementation of integrations between Workday Adaptive Planning and ERP systems and other systems
• Lead process improvement projects, such as identifying and implementing reporting and data efficiencies to reduce client time compiling data
• Lead sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth
• Lead, coach, and develop 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

The 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.

Equal Opportunity

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.