Announcement
Details
Open Date
11/10/2026
Requisition Number
PRN46725B
Job Title
Financial Planning and Analysis Partner
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
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.
VP Area
President
Department
00286 - Budget and Analysis
Location
Campus
City
Salt Lake City, UT
Type of Recruitment
External Posting
Pay Rate Range
$56,000-$130,000 dependent on level placement.
Close Date
12/31/2026
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.
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 place an employee at one of the following job levels:
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
Benefited Staff
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.
