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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

We are seeking a highly skilled and motivated Adaptive Planning professional to join our Workday Product Management team. The ideal candidate will be imbedded in our implementation team. Upon move to production, this individual will work closely with the firm/FP&A team to build the roadmap and facilitate the adaptive planning initiatives, ensuring that our firm remains agile and responsive to changing market conditions and client needs. This role requires a strategic thinker with strong analytical skills and the ability to collaborate across various departments to drive effective planning and execution.

Responsibilities:

• Lead Adaptive Planning Initiatives: Develop and implement adaptive planning strategies that align with the firm's goals and objectives. Ensure that planning processes are flexible and responsive to changes in the market and client requirements.

• Collaborate Across Departments: Work closely with marketing, IT, customer service, and other departments to ensure cohesive planning and execution. Facilitate cross-functional collaboration to drive project success.

• Analyze Market Trends: Monitor and analyze market trends, client feedback, and industry developments to inform planning decisions. Provide insights and recommendations to senior management.

• Develop Planning Tools: Create and maintain planning tools and frameworks that support adaptive planning. Ensure that these tools are user-friendly and effective in driving strategic initiatives.

• Manage Projects: Oversee the execution of adaptive planning projects, ensuring that they are completed on time and within budget. Provide regular updates to senior management on project progress and outcomes.

• Continuous Improvement: Identify opportunities for process improvements and implement changes to enhance planning efficiency and effectiveness. Foster a culture of continuous improvement within the team

Qualifications:

• Education: Bachelor's degree in Business Administration, Management, or a related field. A Master's degree is preferred.

• Experience: Minimum of 5 years of experience in strategic planning, project management, or a related role within a professional services firm.

• Skills: Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in planning tools and software.

• Attributes: Strategic thinker with the ability to adapt to changing circumstances. Collaborative team player with a proactive approach to problem-solving.

• Proficient in troubleshooting and supporting end-users, including enhancements and release testing

The compensation range for this role is $71,080 to $154,040. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.