Financial Planning Analyst

Job Details

• Job Title:
  
  Financial Planning Analyst
• Requisition Number: RE55361
• Department Name: 8G000:
  
  College of Education
• Work Location:
  
  Lexington, KY
• Grade Level: 47
• Salary Range: $58,/year
• Type of Position:
  Staff
• Position Time Status:
  Full-Time
• Required
  
  Education:
  
  BA
• Required Related
  
  Experience:
  
  7 yrs
• Required License/Registration/Certification:
  None
• Physical Requirements:
  
  Sitting and/or standing for long periods of time; performing repetitive motion tasks
• Shift: Monday through Friday 8:00 am-5:00 pm (40 hrs/wk)
• Skills / Knowledge / Abilities:
  Excel, Tableau, Power Automate
• Does this position have supervisory responsibilities?:
  No
• Final date to receive applications: 08/19/2026

Turn Data Into Insights That Drive Strategic Decisions

The University of Kentucky is seeking a Financial Planning Analyst to join the College of Education
‘s administrative team.

This role helps transform financial, enrollment, and operational data into actionable insights that support planning, forecasting, and decision-making across the college. The successful candidate will work closely with college leadership, the Business Center, and campus partners to develop reporting solutions, improve business processes, and support data-informed strategies.

• Analyze financial, enrollment, and operational data to identify trends and support strategic planning
• Develop, enhance, and maintain Tableau dashboards and reports that provide meaningful insights to stakeholders
• Prepare forecasts, reconciliations, projections, and financial analyses for college leadership
• Support tuition model development and enrollment-based planning initiatives
• Design and maintain automated workflows using Power Automate to improve efficiency and accuracy
• Collaborate with stakeholders to gather reporting requirements and develop data solutions
• Support annual budget processes through reporting, analysis, and error identification
• Identify opportunities for process improvement and implement solutions that enhance operations

• Strong experience in financial analysis, reporting, and data interpretation
• Expertise in Tableau, data visualization, and dashboard development
• Experience with workflow automation and process improvement tools
• Excellent analytical, problem-solving, and organizational skills
• Ability to communicate complex information in clear, actionable ways
• Strong customer service mindset and ability to collaborate with stakeholders across the organization

• Bachelor’s degree
• 7 years of related experience

• Meaningful impact:
  Help guide strategic and financial decision-making across the College of Education
• Analytical focus:
  Use data to influence planning, forecasting, and operational improvements
• Professional growth:
  Expand expertise in financial modeling, data visualization, and process automation
• Hybrid flexibility:
  Opportunity for hybrid work arrangements with approval
• Collaborative environment:
  Partner with academic and administrative leaders across the college and university
• UK’s Exceptional Benefits

Higher education institutions rely increasingly on data to support enrollment planning, resource allocation, and long-term financial sustainability. As the College of Education continues to evaluate new opportunities and respond to changing demands, access to accurate analysis and effective reporting is more important than ever.

In this role, you’ll help build the tools, reports, and processes that allow leaders to make informed decisions with confidence. Your work will improve visibility into key metrics, strengthen planning efforts, and support the college’s continued success.

Excel, Tableau, Power Automate