Workday Adaptive Planning Senior Manager

Baker Tilly • Frisco, NV

4d • $178,310 - $338,030

About The Position

Baker Tilly is seeking a Workday Adaptive Planning Senior Manager for its growing Digital Advisory Services consulting practice. The role supports organizations using Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution, helping clients improve financial reporting, planning, and forecasting processes. The position provides strategic leadership for the Workday Adaptive Planning practice through business development, executive client relationships, FP&A subject matter expertise, project delivery oversight, and people development. The Senior Manager works across a variety of client projects and roles and contributes to operating and growing the business, serving clients, developing people, and shaping the firm’s culture. Travel may be required, approximately 20%. The compensation range is $178,310–$338,030; actual compensation depends on factors including skills, experience, qualifications, and geographic location.

Requirements

• Bachelor’s degree required; accounting, finance, and/or information systems major preferred.
• At least 8 years of experience in EPM, FP&A, financial systems, or consulting.
• At least 8 years of Workday Adaptive Planning implementation and advisory experience.
• Proven leadership of at least 20 end-to-end Workday Adaptive Planning implementations across multiple industries and client environments.
• Advanced knowledge of JavaScript and SQL and 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.
• At least 6 years of corporate financial accounting experience.
• At least 3 years of corporate financial planning experience.
• Consulting experience.
• 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.
• Experience integrating Workday Adaptive Planning with ERP and other financial systems.
• Strong background in financial reporting, budgeting, forecasting, workforce planning, and financial data flows.
• Strong analytical, problem-solving, and organizational skills.
• Strong written and verbal communication skills.
• Ability to articulate the business value of systems enhancements or process change.
• Ability 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%.

Nice To Haves

• Accounting, finance, and/or information systems major.

Responsibilities

• Manage Workday Adaptive Planning implementations end-to-end, applying industry-leading practices and delivering within scope, timeline, and budget.
• Lead client working sessions to define planning-cycle goals and objectives and document segments and metrics to improve FP&A and reporting automation.
• Oversee and execute multiple concurrent implementations and optimization engagements as solution architect for complex planning transformations, advising on model design, security, reporting frameworks, workforce planning, and best practices.
• Lead client implementation design, configuration, testing, support, customization, and optimization for financial reporting, forecasting, and planning systems in Workday Adaptive Planning.
• Own the strategy, architecture, and delivery of complex integrations using JavaScript, SQL, APIs, JDBC, and other enterprise integration platforms to bring ERP and other source-system data into Workday Adaptive Planning.
• Lead process improvement projects to identify and implement reporting and data efficiencies that reduce clients’ time spent compiling data.
• Identify opportunities to optimize financial planning, reporting, and data management processes to reduce manual effort, improve operational efficiency, and enhance executive decision-making.
• Advise CFOs, FP&A leaders, Controllers, and Finance Transformation leaders on budgeting, forecasting, workforce planning, and EPM strategies.
• Manage project scope, budgets, timelines, risks, and resource allocation.
• Drive sales and business development by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to grow revenue.
• Coach and develop team members, foster collaboration, and maintain a high-accountability culture.
• Keep current with Workday Adaptive Planning product enhancements and emerging trends in financial planning and EPM.
• Demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior