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Workday Adaptive Planning Manager
Baker Tilly USWorkday Adaptive Planning Manager leading implementation projects in Baker Tilly's Digital Advisory Services consulting practice. Contributing to financial reporting and planning solutions for diverse client needs.
Posted 7/27/2026full-timeRemote • California, Montana, Ohio, Texas, Virginia, West Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Workday Adaptive Planning implementation, financial planning and analysis, and enterprise performance management. Proficient in leading projects, optimizing financial processes, and providing technical guidance while fostering client relationships.
Highest-signal resume keywords
Workday Adaptive Planning ImplementationFinancial Planning & Analysis (FP&A)JavaScriptSQLEnterprise Performance Management (EPM)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Workday Adaptive PlanningFinancial ReportingBudgetingForecastingModel DesignData IntegrationsSystem ConfigurationsOfficeConnectScenario PlanningAnalytical Skills
Soft Skills
Problem-SolvingOrganizational SkillsCommunication SkillsMentoringClient Relationship Management
Tools & Technologies
Microsoft OfficeERP SystemsHRISCRM
Industry Keywords
Financial SystemsConsultingCorporate Financial AccountingProcess ImprovementReporting Efficiencies
Tech Stack
Tools & technologiesERPJavaScriptSQL
About the role
Key responsibilities & impact- Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring successful project delivery within scope, timeline, and budget
- Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and key performance metrics
- Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead
- Design, configure, test, and optimize Workday Adaptive Planning models
- Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications
- Provide technical guidance and support to project teams while ensuring integration solutions align with client requirements and implementation best practices
- Identify opportunities for process improvements and reporting efficiencies that reduce manual effort and improve financial insight
- Serve as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships throughout the engagement
- Mentor, coach, and provide technical guidance while supporting their professional development
Requirements
What you’ll need- Bachelor's degree required; major in accounting, finance, information systems, business analytics, or related field preferred
- Minimum of 5 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required
- Minimum of 4 years of Workday Adaptive Planning implementation experience
- Experience leading multiple end-to-end Workday Adaptive Planning implementations
- Experience in JavaScript and SQL, with the ability to understand, troubleshoot, and support data integrations and system configurations
- Minimum of 5 years of corporate financial accounting experience preferred
- Minimum of 2 years of corporate financial planning and analysis experience preferred
- Consulting experience preferred
- Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred
- Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows
- Strong analytical, problem-solving, and organizational skills
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office
- Ability to travel as needed, approximately 20%
Benefits
Comp & perks- Equal opportunity employer
- Professional support and development
- Participation in client proposals and thought leadership activities