Financial Planning and Analysis (FP

University of Utah; Salt Lake City (UT); On-site; USD 56,000 - 130,000; Full time

Job summary

University of Utah seeks an FP&A Partner to provide comprehensive financial planning, analysis, reporting, and transactional support for assigned academic and administrative units. You will partner with unit leadership to deliver forecasts, insights, and robust financial models to guide decisions.

The role encompasses budgeting, variance analysis, month-end closings, and ensuring policy alignment across departments.

Qualifications

• Equivalency allowed: 1 year of higher education can substitute for 1 year of related work experience.
• Bachelor's degree (or equivalency) + 4 years of related work experience OR Master's degree (or equivalency) + 2 years of related work experience.
• Preference may be given to current University staff with eligibility for Expression of Interest and immediate start.

Responsibilities

• Develop understanding of unit operations, objectives, and financial drivers.
• Assist with budgeting, forecasting, and variance explanations.
• Prepare financial reports and respond to ad hoc data requests.
• Review invoices, contracts, and funding to ensure budget alignment.
• Collaborate with units to improve financial processes and reporting.

Skills

Financial analysis

Budgeting

Forecasting

Financial reporting

Variance analysis

Data interpretation

Education

Bachelor's degree or equivalent

Master's degree or equivalent

Tools

SQL

Excel

ERP systems

Job description

Financial Planning and Analysis (FP&A) Partner

Job Summary

We have an immediate opening for an Financial Planning &Analysis Partner to support University Marketing and Communicationsto join as soon as October 1.

The FP&A Partner provides comprehensive financial planning,analysis, reporting, and transactional support for assignedacademic and administrative units. Working in close partnershipwith unit leadership, FP&A Partners support informed financialdecision‑making by delivering accurate analysis, reliableforecasts, and consistent operational support.

Responsibilities

Financial Planning and Analysis

• Develop an in‑depth understanding of assigned departments'operations, objectives, and financial drivers.
• Support the preparation and execution of departmental andcollege budgets in alignment with institutional guidance,timelines, and budget assumptions.
• Prepare forecasts and variance analyses for assigned units;identify trends, risks, and areas requiring attention, and explainvariances as needed.
• Monitor budget activity throughout the year and support unitsin identifying opportunities for cost optimization and efficientuse of resources.
• Develop financial models and analytical tools to supportbudgeting, forecasting, variance analysis, and unit‑leveldecision‑making

Financial Operations and Reporting

• Prepare, generate, and maintain financial reports and analysesthat support accuracy, transparency, and unit‑leveldecision‑making.
• Respond to ad hoc reporting requests and data inquiries fromunit or department leadership and other stakeholders.
• Develop a working knowledge of institutional financial systemsand data sources; create reports and queries as needed to supportassigned units.
• Assist with annual budget reporting activities, including theinvestigation and compilation of variance explanations, asneeded.
• Process invoices and match purchase orders in accordance withinstitutional policies.
• Complete financial reconciliations across systems to validatedata consistency, resolve discrepancies, and maintain accuratefinancial records.
• Review purchases and contracts to confirm sufficient budget andfunding availability prior to processing.
• Review position funding and payroll‑related financial impactsfor assigned units to ensure alignment with approved budgets andfunding sources.
• Review and approve vendor payments and P‑Card transactions inaccordance with university policy.

Policy and Compliance

• Advise departments on university financial policies,procedures, and requirements; monitor adherence within assignedunits.
• Evaluate and document finance processes and standard operatingprocedures (SOPs); recommend improvements to enhance efficiency,accuracy, and consistency.
• Work with FP&A Director or Managers to identify trainingneeds and opportunities to improve financial processes, staffunderstanding, and unit‑level support.
• Collaborate with the Service Delivery Hub and other financepartners to ensure coordinated and effective service delivery.

Collaboration and Consultation

• Serve as a primary financial partner to assigned academic andadministrative units, fostering strong working relationships builton trust and service.
• Communicate financial information clearly and concisely to bothtechnical and non‑technical audiences, including faculty andstaff.
• Advise customers, such as faculty and staff, on system access,navigation, and appropriate request submission processes.
• Participate in unit and department leadership discussionsrelated to financial planning, providing financial insight andoperational context.
• Direct faculty and staff to appropriate finance resources andchannels as needed.

Minimum Qualifications

EQUIVALENCY STATEMENT: 1 year of higher education can be substituted for 1 year of directly related work experience(Example: bachelor's degree = 4 years of directly related workexperience).

Department may hire employee at one of the following joblevels:

Financial Planning and Analysis Partner, II: Requires a bachelor's (or equivalency) + 4 years or a master's (orequivalency) + 2 years of directly related work experience.

Financial Planning and Analysis Partner, III: Requires a bachelor's (or equivalency) + 6 years or a master's (orequivalency) + 4 years of directly related work experience.

Financial Planning and Analysis Partner, IV: Requires a bachelor's (or equivalency) + 8 years or a master's (orequivalency) + 6 years of directly related work experience.

Preferences

• A bachelor's degree (or equivalency) +4 years of directlyrelated work experience OR:
• A master's degree (or equivalency)+ 2 years of directly relatedwork experience.
• Note: 1 year of higher education can be substituted for 1 yearof directly related work experience.

Preference may be given to current UofU staff who are eligible forExpression of Interest with the ability to start immediately.

Full Time or Part Time?

Full Time

Work Schedule Summary

Work location expectations forCoordinated Services roles will follow University policy forremote, hybrid, and in-person work arrangements. FP&A Partnerswork location will be with the units they support, dependent onworkspace availability. M-F 8-5.

Department

00285 - Chief Financial Officer

Location

Campus

Pay Rate Range

56,000-130,000