Financial Planning and Analysis (FP&A) Partner
Job Summary
We have an immediate opening for an Financial Planning &
Analysis Partner to support University Marketing and Communications
to join as soon as October 1.
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.
- 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.
Preference may be given to current UofU staff who are eligible for
Expression of Interest with the ability to start immediately.
Special Instructions
Requisition Number: PRN46199B
Full Time or Part Time? Full Time
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.
Department: 00285 - Chief Financial Officer
Location: Campus
Pay Rate Range: 56,000-130,000
Close Date: 12/11/2026
Open Until Filled:
To apply, visit https://apptrkr.com/9825414"">https://utah.peopleadmin.com/postings/209240
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