H-1B Visa Workday Adaptive Planning Jobs
Workday Adaptive Planning roles sit squarely within H-1B visa specialty occupation territory, requiring at least a bachelor's degree in finance, accounting, computer science, or a related field. Employers filing Labor Condition Applications for these positions routinely sponsor H-1B transfers and new petitions, making this one of the more accessible FP&A technology paths for visa holders.
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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.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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 currently searching for a Workday Adaptive Planning Manager to join our growing Baker Tilly Digital Advisory Services consulting 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 people, and shaping our culture.
As a member of our team, you will support organizations who have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The Workday Adaptive Planning Manager will execute be part of a team that implements, supports, and uses Workday Adaptive Planning to help 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.
Role Summary
Leads client engagements and delivery teams while ensuring successful project execution, client satisfaction, and consultant development. Serves as a trusted project team member and oversees the work of project team members.
Responsibilities
- 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, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices while ensuring successful project delivery
- Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, dimensions, security, reporting, dashboards, OfficeConnect, and scenario planning
- Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications
- Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a variety of ERP and source systems into Workday Adaptive Planning. 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
- Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle
- Review project deliverables to ensure quality, consistency, and adherence to implementation standards
- 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
- Support business development efforts by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities
- Contribute to the continued development of implementation methodologies, reusable assets, and practice best practices
- Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management
Qualifications
- 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
- Experience managing multiple project workstreams, project budgets, and client relationships simultaneously
- Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred
- Experience integrating Workday Adaptive Planning with ERP and other financial systems
- Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows
- Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred
- Strong analytical, problem-solving, and organizational skills
- Excellent written and verbal communication skills
- Ability to communicate technical concepts to both technical and business audiences
- Experience with process improvement and root cause analysis preferred
- Proficiency with Microsoft Office
- Ability to travel as needed, approximately 20%
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.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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 currently searching for a Workday Adaptive Planning Manager to join our growing Baker Tilly Digital Advisory Services consulting 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 people, and shaping our culture.
As a member of our team, you will support organizations who have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The Workday Adaptive Planning Manager will execute be part of a team that implements, supports, and uses Workday Adaptive Planning to help 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.
Role Summary
Leads client engagements and delivery teams while ensuring successful project execution, client satisfaction, and consultant development. Serves as a trusted project team member and oversees the work of project team members.
Responsibilities
- 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, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices while ensuring successful project delivery
- Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, dimensions, security, reporting, dashboards, OfficeConnect, and scenario planning
- Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications
- Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from a variety of ERP and source systems into Workday Adaptive Planning. 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
- Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle
- Review project deliverables to ensure quality, consistency, and adherence to implementation standards
- 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
- Support business development efforts by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities
- Contribute to the continued development of implementation methodologies, reusable assets, and practice best practices
- Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management
Qualifications
- 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
- Experience managing multiple project workstreams, project budgets, and client relationships simultaneously
- Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred
- Experience integrating Workday Adaptive Planning with ERP and other financial systems
- Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows
- Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred
- Strong analytical, problem-solving, and organizational skills
- Excellent written and verbal communication skills
- Ability to communicate technical concepts to both technical and business audiences
- Experience with process improvement and root cause analysis preferred
- Proficiency with Microsoft Office
- Ability to travel as needed, approximately 20%
See all H-1B Visa Workday Adaptive Planning Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Workday Adaptive Planning
Align your degree to the SOC code
Workday Adaptive Planning roles are typically filed under financial analyst or management analyst SOC codes. Pull your transcript and confirm your degree field maps directly to the posted SOC code before applying. A mismatch here triggers RFEs before the petition even reaches an officer.
Verify prevailing wage before negotiating
Run the exact job title and work location through OFLC Wage Search before entering salary discussions. Your employer's LCA must certify a wage at or above the prevailing rate, so knowing Level II versus Level III benchmarks puts you in a stronger negotiating position.
Target employers with active LCA filing history
Search Migrate Mate to filter Workday Adaptive Planning roles by employers who have certified LCAs for this occupation. Companies with recent filings have active relationships with immigration counsel and understand the H-1B process, cutting weeks off your onboarding timeline.
Confirm the employer is E-Verify enrolled
H-1B employers must be enrolled in E-Verify to hire you. Ask the recruiter directly during the first call. Companies unfamiliar with E-Verify requirements often lack the internal HR infrastructure to manage petition filings, which creates delays after an offer is extended.
Document your Workday Adaptive Planning certifications early
Workday certifications, Adaptive Planning configuration experience, and EPM implementation records strengthen your specialty occupation case. Gather certificates, project scopes, and employer letters describing your technical duties before your attorney prepares the I-129 support letter.
Plan your transfer timeline around cap-gap rules
If you're on OPT and switching employers after October 1, confirm your cap-gap authorization covers the gap between your OPT end date and H-1B start date. USCIS cap-gap protection only applies if your F-1 status was valid when the H-1B petition was filed.
H-1B Visa Workday Adaptive Planning: Frequently Asked Questions
Does a Workday Adaptive Planning role qualify as an H-1B specialty occupation?
Yes. Workday Adaptive Planning positions require theoretical and practical application of financial planning, data modeling, or enterprise software configuration, and employers consistently require at least a bachelor's degree in finance, accounting, computer science, or a related field. USCIS evaluates specialty occupation on the specific duties in the job description, so your offer letter and support letter must clearly tie those duties to the degree requirement.
Which employers sponsor H-1B visas for Workday Adaptive Planning jobs?
Large enterprise software consultancies, Fortune 500 finance departments, and cloud ERP implementation firms are the most active sponsors for these roles. You can browse current openings filtered by verified LCA filing history on Migrate Mate, which shows you employers who have already certified wages for Workday Adaptive Planning or closely related FP&A technology positions.
What SOC code do employers typically use when filing an LCA for this role?
Most employers file Workday Adaptive Planning roles under Management Analysts (SOC 13-1111) or Financial Analysts (SOC 13-2051), depending on whether the position is implementation- or finance-focused. The SOC code determines your prevailing wage level, so confirm which code your employer intends to use before the LCA is submitted to DOL. You can cross-reference both profiles through O*NET.
Can I transfer my H-1B to a new employer for a Workday Adaptive Planning role?
Yes. Under H-1B portability rules, you can start working for a new employer as soon as they file a non-frivolous H-1B transfer petition with USCIS, provided your current status is valid and you've been maintaining it. You don't need to wait for approval. The new employer must file an LCA and I-129 covering the specific Workday Adaptive Planning duties at the new work location.
How does remote work affect the H-1B LCA for a Workday Adaptive Planning position?
If you work remotely from a location outside your certified LCA worksite, your employer may need to post a new LCA covering that location and file an amended I-129 petition with USCIS. Short-term assignments under 30 workdays in a year may fall under a short-term placement exception, but ongoing remote work in a different metro area typically requires a new prevailing wage determination and LCA certification through DOL.