Financial Planning and Analysis Partner

University of Utah; Campus (IL); On-site; USD 56,000 - 130,000; Full time

Job summary

The University of Utah seeks a Financial Planning and Analysis (FP&A) Partner to deliver comprehensive budgeting, forecasting, reporting, and analytical support for assigned academic and administrative units. You will collaborate with unit leadership to enable informed financial decision-making through accurate analysis and reliable forecasts.

Responsibilities include developing budgets, building financial models, monitoring variances, and generating financial reports while ensuring adherence to

Qualifications

• Equivalency allows substitution of higher education for related work experience.
• Bachelor’s degree required (or 4+ years related experience with equivalency).
• Master’s degree acceptable (or 2+ years related experience with equivalency).

Responsibilities

• Develop an in-depth understanding of assigned departments’ operations, objectives, and financial drivers.
• Support the preparation and execution of departmental and college 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 explain variances as needed.
• Monitor budget activity throughout the year and support units in identifying opportunities for cost optimization and efficient use of resources.
• Develop financial models and analytical tools to support budgeting, forecasting, variance analysis, and unit-level decision-making.
• Prepare, generate, and maintain financial reports and analyses that support accuracy, transparency, and unit-level decision-making.
• Respond to ad hoc reporting requests and data inquiries from unit or department leadership and other stakeholders.
• Develop a working knowledge of institutional financial systems and data sources; create reports and queries as needed to support assigned units.
• Assist with annual budget reporting activities, including the investigation and compilation of variance explanations.

Education

Bachelor’s degree (or equivalency)

Master’s degree (or equivalency)

Job description

Working Title Financial Planning and Analysis (FP&A) Partner

Career Progression Track P00

FLSA Code

FLSA Code Professional

Patient Sensitive Job Code?

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time?

Full Time or Part Time? Full Time

Shift

Shift Day

Work Schedule Summary

Work location expectations for Coordinated Services roles will follow University policy for remote, hybrid, and in‑person work arrangements. FP&A Partners work location will be with the units they support, dependent on workspace availability. M-F 8-5.

VP Area

VP Area President

Department

Location

Location Campus

City

City Salt Lake City, UT

Type of Recruitment

Type of Recruitment External Posting

Pay Rate Range

Pay Rate Range 56,000-130,000

Close Date

Close Date 12/11/2026

Priority Review Date (Note - Posting may close at any time)

Job Summary

The FP&A Partner provides comprehensive financial planning, analysis, reporting, and transactional support for assigned academic and administrative units. Working in close partnership with unit leadership, FP&A Partners support informed financial decision‑making by delivering accurate analysis, reliable forecasts, and consistent operational support.

Responsibilities

• Develop an in‑depth understanding of assigned departments’ operations, objectives, and financial drivers.
• Support the preparation and execution of departmental and college 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 explain variances as needed.
• Monitor budget activity throughout the year and support units in identifying opportunities for cost optimization and efficient use of resources.
• Develop financial models and analytical tools to support budgeting, forecasting, variance analysis, and unit‑level decision‑making
• Financial Operations and Reporting
• Prepare, generate, and maintain financial reports and analyses that support accuracy, transparency, and unit‑level decision‑making.
• Respond to ad hoc reporting requests and data inquiries from unit or department leadership and other stakeholders.
• Develop a working knowledge of institutional financial systems and data sources; create reports and queries as needed to support assigned units.
• Assist with annual budget reporting activities, including the investigation and compilation of variance explanations, as needed.
• Process invoices and match purchase orders in accordance with institutional policies.
• Complete financial reconciliations across systems to validate data consistency, resolve discrepancies, and maintain accurate financial records.
• Review purchases and contracts to confirm sufficient budget and funding availability prior to processing.
• Review position funding and payroll‑related financial impacts for assigned units to ensure alignment with approved budgets and funding sources.
• Review and approve vendor payments and P‑Card transactions in accordance with university policy.
• Policy and Compliance
• Advise departments on university financial policies, procedures, and requirements; monitor adherence within assigned units.
• Evaluate and document finance processes and standard operating procedures (SOPs); recommend improvements to enhance efficiency, accuracy, and consistency.
• Work with FP&A Director or Managers to identify training needs and opportunities to improve financial processes, staff understanding, and unit‑level support.
• Collaborate with the Service Delivery Hub and other finance partners to ensure coordinated and effective service delivery.
• Collaboration and Consultation
• Serve as a primary financial partner to assigned academic and administrative units, fostering strong working relationships built on trust and service.
• Communicate financial information clearly and concisely to both technical and non‑technical audiences, including faculty and staff.
• Advise customers, such as faculty and staff, on system access, navigation, and appropriate request submission processes.
• Participate in unit and department leadership discussions related to financial planning, providing financial insight and operational context.
• Direct faculty and staff to appropriate finance resources and channels 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 work experience).

Department may hire employee at one of the following job levels:

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

Preferences

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

Type

Special Instructions Summary

The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at [phone] for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at [phone] or [phone] or University Human Resource Management at [phone] if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.
Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy‑related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX ( OEO ). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non‑Discrimination page .
Online reports may be submitted at https://oeo.utah.edu
https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security‑related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members , a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

Optional Documents

University Human Resource Management
250 East 200 South, Suite 125 Salt Lake City, UT 84111
Contact us: [phone] By Email: [e-mail]