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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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.

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Job Description:

 

We are currently searching for a Workday Adaptive Planning Senior Manager to join our growing Baker Tilly Digital 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 the best people, and shaping our culture. 

As a member of our 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 execute as part of a team to implement, support, and use Workday Adaptive Planning in helping 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.

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 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.

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% 

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.