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:

 

The Senior Workforce Planning & Analytics Analyst serves as the data and insights engine of the Workforce Planning function, translating complex workforce data into meaningful analysis that drives strategic decision-making. This role designs and maintains forecasting models, analyzes capacity and utilization trends, and develops dashboards that empower firm leadership to anticipate hiring needs, manage growth, and optimize workforce mix. Partnering across Finance, Talent Attraction, and Resource Management, the Analyst ensures the firm’s workforce strategy is grounded in accurate, timely, and actionable intelligence and data.

Positioned at the intersection of strategy, analytics, and execution, this role offers the opportunity to shape how a global professional services firm understands and plans its workforce. The Analyst’s work directly influences hiring plans, budget allocations, and long-term headcount strategies, making it an ideal fit for professionals who thrive on data-driven storytelling, business partnership, and measurable impact. It’s not just about reporting the numbers, it’s about helping the business make smarter, faster, and more informed workforce decisions.

Key Responsibilities

• Model Development: Build, maintain, and refine workforce planning forecasting and scenario models in Adaptive Planning and Power BI.
• Forecast Accuracy: Analyze variances between forecast and actual results; provide root-cause insights and recommendations.
• Reporting & Visualization: Design Adaptive Planning dashboards and reports for executive leadership and service line reviews, integrating data from RM, TA, and Finance.
• Data Governance: Maintain integrity of master datasets and ensure consistency across systems of record.
• Service Line Support: Develop RM-facing reports and analysis that highlight utilization, capacity, and staffing trends.
• Strategic Insights: Include insights related to emerging talent or demand trends with monthly and quarterly reporting to support the strategic objectives of leadership.
• Automation & Innovation: Support automation of recurring reports and continuous improvement of forecasting methodologies.

Qualifications

• Bachelors Degree
• 3 years minimum, 5+ years preferred in data analytics, workforce planning, or FP&A, ideally within a professional services context.
• Advanced Excel and BI skills (Power BI, Tableau); Adaptive Planning or Workday experience preferred.
• Ability to interpret and visualize complex datasets for non-technical audiences.
• Strong attention to detail, problem-solving ability, and business acumen.

The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.