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.  

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Job Description:

 

We are currently searching for a Workday Adaptive Planning Senior Manager 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 Manager 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
Provides strategic leadership for the Workday Adaptive Planning practice through business development, executive client relationships, Financial Planning & Analysis (FP&A) subject matter expertise, project delivery oversight, and people development and leadership.

Responsibilities

• Manage Workday Adaptive Planning implementations from end-to-end while providing client with industry leading practices to meet their business operational goals ensuring successful project delivery within scope, timeline, and budget

• Lead client working sessions to 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

• Oversee and execute multiple concurrent Workday Adaptive Planning implementations and optimization engagements as the solution architect for complex planning transformations, providing guidance on model design, security, reporting frameworks, workforce planning, and industry leading practices

• Lead client implementations – specifically the design, configuration, testing, support, customization, and optimization of our clients’ financial reporting, forecasting and planning system in Workday Adaptive Planning 

• Own the strategy, architecture, and delivery of complex integrations using JavaScript, SQL, APIs, JDBC, and other enterprise integration platforms to incorporate data from a wide variety of ERP and source systems into Workday Adaptive Planning

• Spearhead process improvement projects, such as identifying and implementing reporting and data efficiencies to reduce client time compiling data

• Execute enterprise process improvement initiatives by identifying opportunities to optimize financial planning, reporting, and data management processes that reduce manual effort, improve operational efficiency, and enhance executive decision-making

• 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

• Manage project scope, budgets, timelines, risks, and resource allocation

• Drive sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth

• Coach and develop team members to achieve performance goals, foster collaboration, and maintain a high‑accountability culture

• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management

Qualifications:

• Bachelor's degree required; major in accounting, finance, and/or information systems preferred

• Minimum of 8 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required

• Minimum of 8 years Workday Adaptive Planning implementation experience and advisory experience required

• Proven experience leading minimum of twenty end-to-end Workday Adaptive Planning implementations across multiple industries and client environments

• Advanced knowledge of JavaScript and SQL, with the ability to design, configure, implement, and troubleshoot end-to-end integrations using APIs, JDBC, and other integration methods. Proven experience leading integrations from requirements gathering through deployment, testing, and ongoing support

• Minimum of 6 years of corporate financial accounting experience required

• Minimum of 3 years of corporate financial planning experience required

• Consulting experience is required

• Experience managing multiple project workstreams, project budgets, and client relationships

• Prior people management experience, including mentoring and developing consulting teams

• Deep knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, OfficeConnect, dashboards, and scenario planning required

• Experience integrating Workday Adaptive Planning with ERP and other financial systems

• Strong background of financial reporting, budgeting, forecasting, workforce planning, and financial data flows

• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients required

• Strong analytical, problem-solving, and organizational 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 required

• Proficiency with Microsoft Office 

• Ability to travel as needed, approximately 20% 

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.