Senior Manager, Workday Adaptive Planning

🔥 12 hours ago

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Logo of Baker Tilly US

Baker Tilly US

5001 - 10000 employees

💸 Finance

🏢 Enterprise

Finance • Consulting • Enterprise

Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.

📋 Description

• 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.

🎯 Requirements

• 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%

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