Financial Planning Analyst

University of Kentucky; Lexington (VA); Hybrid; USD 58,000 - 96,000; Full time

Benefits offered by this job

Hybrid work arrangement

UK’s Exceptional Benefits

Job summary

The University of Kentucky is seeking a Financial Planning Analyst in the College of Education to turn financial, enrollment, and operational data into actionable insights for planning, forecasting, and decision-making. The role collaborates with college leadership, the Business Center, and campus partners to develop reporting solutions and improve processes.

Key responsibilities include building Tableau dashboards, forecasting and budgeting support, and implementing automated data workflows

Qualifications

• Bachelor’s degree required and 7+ years related experience.
• Proficiency in financial analysis, reporting, and data interpretation.
• Experience creating Tableau dashboards and reports for stakeholders.
• Ability to design automated data workflows to improve processes.

Responsibilities

• Analyze financial, enrollment, and operational data to identify trends and support strategic planning.
• Develop, enhance, and maintain Tableau dashboards and reports for stakeholders.
• Prepare forecasts, reconciliations, projections, and financial analyses for college leadership.
• Support tuition model development and enrollment-based planning initiatives.
• Design and maintain automated workflows using Power Automate to improve efficiency and accuracy.
• Collaborate with stakeholders to gather reporting requirements and develop data solutions.
• Support annual budget processes through reporting, analysis, and error identification.
• Identify opportunities for process improvement and implement solutions that enhance operations.

Skills

Financial analysis

Tableau

Data visualization

Communication

Stakeholder collaboration

Data interpretation

Education

Bachelor's degree

Tools

Power Automate

Job description

Working Title

Posting Details

Job Title Financial Planning Analyst

Requisition Number RE55361

Working Title
Department Name 8G000:College of Education

Work Location Lexington, KY

Grade Level 47

Salary Range $58,302-96,179/year

Type of Position Staff

Position Time Status Full-Time

Required Education
BA

Click here for more information about equivalencies: https://hr.uky.edu/employment/working-uk/equivalencies

Required Related Experience
7 yrs

Required License/Registration/Certification
None

Physical Requirements
Sitting and/or standing for long periods of time; performing repetitive motion tasks

Shift
Monday through Friday 8:00 am-5:00 pm (40 hrs/wk)

Job Summary

Turn Data Into Insights That Drive Strategic Decisions
The University of Kentucky is seeking a Financial Planning Analyst to join the College of Education‘s administrative team.

This role helps transform financial, enrollment, and operational data into actionable insights that support planning, forecasting, and decision-making across the college. The successful candidate will work closely with college leadership, the Business Center, and campus partners to develop reporting solutions, improve business processes, and support data-informed strategies.

What You’ll Do

• Analyze financial, enrollment, and operational data to identify trends and support strategic planning
• Develop, enhance, and maintain Tableau dashboards and reports that provide meaningful insights to stakeholders
• Prepare forecasts, reconciliations, projections, and financial analyses for college leadership
• Support tuition model development and enrollment-based planning initiatives
• Design and maintain automated workflows using Power Automate to improve efficiency and accuracy
• Collaborate with stakeholders to gather reporting requirements and develop data solutions
• Support annual budget processes through reporting, analysis, and error identification
• Identify opportunities for process improvement and implement solutions that enhance operations

What You’ll Bring

• Strong experience in financial analysis, reporting, and data interpretation
• Expertise in Tableau, data visualization, and dashboard development
• Experience with workflow automation and process improvement tools
• Excellent analytical, problem-solving, and organizational skills
• Ability to communicate complex information in clear, actionable ways
• Strong customer service mindset and ability to collaborate with stakeholders across the organization

Minimum Requirements

• Bachelor’s degree
• 7 years of related experience

What’s In It For You

• Meaningful impact: Help guide strategic and financial decision-making across the College of Education
• Analytical focus: Use data to influence planning, forecasting, and operational improvements
• Professional growth: Expand expertise in financial modeling, data visualization, and process automation
• Hybrid flexibility: Opportunity for hybrid work arrangements with approval
• Collaborative environment: Partner with academic and administrative leaders across the college and university
• UK’s Exceptional Benefits

Why Now?

Higher education institutions rely increasingly on data to support enrollment planning, resource allocation, and long-term financial sustainability. As the College of Education continues to evaluate new opportunities and respond to changing demands, access to accurate analysis and effective reporting is more important than ever.

In this role, you’ll help build the tools, reports, and processes that allow leaders to make informed decisions with confidence. Your work will improve visibility into key metrics, strengthen planning efforts, and support the college’s continued success.

Skills / Knowledge / Abilities

Excel, Tableau, Power Automate

Does this position have supervisory responsibilities?

No

Preferred Education/Experience

Deadline to Apply 08/19/2026

Our University Community

We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus.

The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

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