Financial Planning and Analysis Partner

Utah

Campus (IL)

On-site

USD 56,000 - 71,000

Full time

4 days ago

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Job summary

University of Utah Health seeks a Financial Planning and Analysis Partner to provide comprehensive financial planning, analysis, reporting, and transactional support for assigned units. You will work closely with unit leadership to deliver accurate analyses, forecasts, and consistent operational support to inform decision-making.

This is an entry- to developing-level role across multiple pay bands, with pay ranges aligned to institutional guidelines and campus needs.

Qualifications

Bachelor’s degree (or equivalency) with up to 2 years of directly related work experience, or a Master’s degree (or equivalency).
Entry-Level position in the General Professional track.
Equivalent education/experience may be substituted per policy.

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 guidance and timelines.
Prepare forecasts and variance analyses; identify trends, risks, and areas needing attention and explain variances.
Monitor budget activity and assist units in identifying cost optimization opportunities.
Develop financial models and analytical tools to support budgeting, forecasting, variance analysis, and unit-level decision-making.

Education

Bachelor’s degree or equivalent

Master’s degree or equivalent

Job description

Working Title Financial Planning and Analysis Partner University of Utah Health

Career Progression Track P00

Track Level P4 - Advanced, P3 - Career, P2 - Developing, P1 - Entry Level Pro

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.

VP Area

VP Area President

Department

Department 00286 - Budget and Analysis

Location

Location Campus

City

City Salt Lake City, UT

Type of Recruitment

Type of Recruitment External Posting

Pay Rate Range

Close Date

Close Date 12/31/2026

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

Priority Review Date (Note - Posting may close at any time) 12/04/2026

Job Summary

The Financial Planning and Analysis (FP&A) Partner at University of Utah Health provides comprehensive financial planning, analysis, reporting, andtransactional support for assigned academic and administrative units. Working in closepartnership with unit leadership, FP&A Partners support informed financial decision‑makingby delivering accurate analysis, reliable forecasts, and consistent operational support

The department may choose to place an employee at any of the below job levels and associated pay rates based on their business need and budget.

Learn more about the great benefits of working for University of Utah: benefits.utah.edu

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 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).

Financial Planning and Analysis Partner, I:

Basic skill set and proficiency required. Conduct work assignments as directed. Closely supervised with little latitude for independent judgment.

Requires a bachelor’s (or equivalency) with up to 2 years of directly related work experience or a master’s (or equivalency) degree.

This is an Entry-Level position in the General Professional track.

Job Code: P29141

Grade: P15

Expected Pay Range: $56,000-$71,000

Financial Planning and Analysis Partner, II:

Moderate skill set and proficiency in discipline required. Conduct work assignments of increasing complexity, under moderate supervision with some latitude for independent judgment.

Requires a bachelor’s (or equivalency) + 4 years or a master’s (or equivalency) + 2 years of directly related work experience.

This is a Developing-Level position in the General Professional track.

Job Code: P29142

Grade: P17

Expected Pay Range: $71,000-$90,000

Financial Planning and Analysis Partner, III:

Considered highly skilled and proficient in discipline. Conduct complex, important work under minimal supervision and with wide latitude for independent judgment.

Requires a bachelor’s (or equivalency) + 6 years or a master’s (or equivalency) + 4 years of directly related work experience.

This is a Career-Level position in the General Professional track.

Job Code: P29143

Grade: P19

Expected Pay Range: $90,000-$110,000

Financial Planning and Analysis Partner, IV:

Recognized as subject matter expert and advanced individual contributor professional. Specialized skill set required. Conduct highly complex work, unsupervised and with extensive latitude for independent judgment.

Requires a bachelor’s (or equivalency) + 8 years or a master’s (or equivalency) + 6 years of directly related work experience.

This is an Advanced-Level position in the General Professional track.

Job Code: P29144

Grade: P21

Expected Pay Range: $110,000-$130,000

Preferences

Type

Special Instructions Summary

Additional Information

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 (801) 581-7447 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 (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 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.

Required fields are indicated with an asterisk (*)

* What is your highest level of completed education?
- None
- High School Diploma or Equivalent
- Associate Degree
- Bachelor's Degree
- Master's Degree
- Doctorate Degree
* How many years of related work experience do you have?
- Less than 6 years
- 6 years or more, but less than 9 years
- 9 years or more, but less than 12 years
- 12 years or more, but less than 15 years
- 15 years or more
Are you legally authorized to work in the United States?
- Yes
- No
Will you now or in the future require sponsorship for employment visa status (e.g., H-1B status)?
- Yes
- No