Financial Planning and Analysis Partner- Engineering

Utah; Salt Lake City (UT); Hybrid; USD 90,000 - 130,000; Full time

Job summary

The University of Utah is seeking a Financial Planning and Analysis Partner to provide comprehensive FP&A support for assigned academic and administrative units, delivering accurate forecasts, robust budgets, and actionable financial insights to inform senior leadership decisions.

In close collaboration with unit leadership, you will develop financial models, monitor performance, prepare reports, and ensure adherence to university policies while identifying opportunities for cost optimization

Qualifications

• Equivalency: 1 year of higher education can be substituted for 1 year of directly related work experience.
• Bachelor’s degree (or equivalency) + 4 years of related work experience; Master’s (or equivalency) + 6 years for higher levels.

Responsibilities

• Develop in-depth understanding of department operations and financial drivers.
• Prepare budgets for units in alignment with guidance and timelines.
• Create forecasts and variance analyses; explain variances as needed.
• Monitor budgets and identify opportunities for cost optimization.
• Develop financial models and tools to support planning and decision-making.
• Generate financial reports and analyses for leadership and stakeholders.
• Assist with annual budget reporting and variance explanations.
• Review vendor payments and ensure funding availability.

Skills

Financial planning and analysis

Education

Bachelor’s degree

Job description

Details

Open Date 11/13/2026

Requisition Number PRN46770B

Job Title Financial Planning and Analysis Partner

Working Title Financial Planning and Analysis Partner- Engineering

Career Progression Track P00

Track Level P4 - Advanced, P3 - Career

FLSA Code Professional

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

Work location expectations for Coordinated Services roles will follow University policy for remote, hybrid, and in-person work arrangements, currently expected to work a minimum three days per week on site. Partner work location will be with the units they support, dependent on workspace availability. Employees hired for this position must have the ability to live and work within a commutable distance of the University of Utah campus.

VP Area President

Department 00286 - Budget and Analysis

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range $90,000-$130,000

Close Date 01/15/2027

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

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

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 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.
• Review purchases and contracts to confirm sufficient budget and funding availability prior to processing.

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, 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.

Job Code: P29144

Grade: P21

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

Preferences

• Experience with, or working knowledge of, research funding in a higher education environment, including sponsored projects, grants, and the financial management of restricted research funds.
• Demonstrated understanding of academic and/or clinical operations, with the ability to navigate complex organizational environments, apply critical thinking to evaluate options and assess feasibility, analyze data, and develop sound operational and budgetary recommendations.

Type Benefited Staff

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 [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.
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