Financial Planning and Analysis Partner

Location: Campus

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

FLSA Code Professional

Patient Sensitive Job Code?

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time?

Full Time or Part Time? Full Time

Shift

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

VP Area President

Department

Department 00286 - Budget and Analysis

Location

Location Campus

City

City Salt Lake City, UT

Type of Recruitment

Type of Recruitment External Posting

Pay Rate Range

Close Date

Close Date 12/31/2026

Priority Review Date (Note
- Posting may close at any time)

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, and transactional support for assigned academic and administrative units. Working in close partnership 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.

Learn more about the great benefits of working for University of Utah: benefits.utah.edu 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…