AnnouncementDetails
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. This is an Advanced-Level position in the General Professional track.
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
Special Instructions SummaryAdditional 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.
