Announcement

Details

Open Date
09/11/2026

Requisition Number
PRN46199B

Job Title
Financial Planning and Analysis Partner

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

Career Progression Track
P00

Track Level
P4 - Advanced, P3 - Career, P2 - Developing

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. FP&A Partners work location will be with the units they support, dependent on workspace availability. M-F 8-5.

VP Area
President

Department
00285 - Chief Financial Officer

Location
Campus

City
Salt Lake City, UT

Type of Recruitment
External Posting

Pay Rate Range
56,000-130,000

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

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).

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
Benefited Staff

Special Instructions Summary

Additional Information