Financial Planning and Analysis Management

Financial Planning and Analysis Management

Job Title Financial Planning and Analysis Management

Working Title

Working Title University of Utah Health Financial Planning and Analysis Manager

Career Progression Track M00

Track Level M5 - Associate Director, M4 - Senior Manager

FLSA Code

FLSA Code Administrative

Patient Sensitive Job Code?

Patient Sensitive Job Code? No

Standard Hours per Week 40

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. Currently expected to work a minimum three days per week on site. Managers 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 12/18/2026

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

Priority Review Date (Note - Posting may close at any time) 11/18/2026

Job Summary

Financial Planning and Analysis (FP&A) Manager The FP&A Manager provides leadership and oversight for FP&A Partners, ensuring accurate forecasting, budgeting, and transactional financial activities. The role supports complex financial planning needs and oversees consistent execution of FP&A processes within assigned units. It serves as a mid-level management role where workload and complexity require dedicated oversight.

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

The department may choose to hire at any of the below job levels and associated pay rates based on their business need and budget.

Responsibilities

• Maintain a comprehensive understanding of assigned unit(s) financial position and advise leaders on resource availability, constraints, and trade‑offs.
• Develop and prepare department budgets as part of the annual budget cycle, ensuring accuracy, completeness, and alignment with institutional budget guidance.
• Monitor and review departmental budget performance throughout the year to ensure expenditures align with approved allocations and identify variances requiring corrective action.
• Collaborate with Financial Services on budgeting matters, new initiatives, and tax‑related issues impacting assigned units.
• Develop specialized financial reports and analysis for institutional leadership, coordinating with FP&A Directors in units and departments to meet area‑specific needs.
• Design the financial strategy for assigned area(s) in alignment with institutional goals, Central Finance guidance, and work with FP&A Directors to ensure alignment to region strategy.
• Provide position management and workforce funding oversight by reviewing and validating position funding, payroll distributions, and staffing‑related financial impacts to ensure alignment with approved budgets, funding sources, and institutional requirements.
• Identify opportunities to support FP&A staff development and engagement by assessing unit needs and coordinating appropriate financial resources.
• Analyze and address finance‑related complaints, concerns, and recommendations; resolve moderately complex issues independently and elevate more complex or sensitive matters to the FP&A Director as appropriate.
• Lead the annual budget cycle for assigned units by consolidating departmental budget submissions, preparing required documentation, and ensuring accuracy and completeness of operating and capital budget requests.
• Represent the portfolio in institutional budget hearings and present budget requests to the CFO , providing justification, analysis, and funding rationale.
• Partner with unit leadership to implement action plans informed by feedback from internal and external stakeholders served by FP&A Partners.
• Ensure department leaders understand their sources of financial support, applicable funding restrictions, and institutional requirements.
• Supervise, coach, and prioritize the work of FP&A Partners assigned to supported units.
• Provide guidance and subject‑matter expertise to FP&A Partners on complex or escalated financial issues.
• Advise college & division leadership on financial best practices and principles of fiscal stewardship.
• Coordinate with FP&A Directors and/or Partners to assess unit level training needs are met for FP&A and other administrative staff, related to financial skills and process knowledge.

Policy & Compliance

• Evaluate and document unit‑level financial processes; monitor adherence to established standard operating procedures (SOPs); and identify opportunities for improvement or escalation, as appropriate..
• Collaborate with other regional directors and central partners to establish and maintain standard operating procedures (SOPs) that promote consistency, efficiency, and compliance across the institution.
• Ensure consistent execution of standard FP&A processes across assigned units.
• Advise and support units on proper and timely month‑end and year‑end close procedures.
• Advise unit leaders on university financial policies and procedures and monitor adherence to applicable guidelines.

Minimum Qualifications

Requires:

• A bachelor’s degree (or equivalency) +8 years of directly related work experience OR:
• A master’s degree (or equivalency)+ 6 years of directly related work experience.

Note: 1 year of higher education can be substituted for 1 year of directly related work experience.

Senior Manager, Financial Planning and Analysis Management: Serves as a mid-level management role where workload and complexity require dedicated oversight. Requires a bachelor’s (or equivalency) + 8 years or a master’s (or equivalency) + 6 years of directly related work experience.

This is a Senior Manager-Level position in the Management track.

Job Code: M29134

Grade: M21

Expected Pay Range: $130,000- $150,000

Associate Director, Financial Planning and Analysis Management: Serves as a mid-level management role where workload and complexity require dedicated oversight. Third-level manager. Manage the activities of first-level and second-level managers and/or supervisors. Responsible for hiring, firing, performance appraisals, and pay reviews. Broad knowledge of the field with proven leadership skills.

Requires a bachelor’s (or equivalency) + 10 years or a master’s (or equivalency) + 8 years of directly related work experience.

This is an Associate Director-Level position in the Management track.

Job Code: M29135

Grade: M23

Expected Pay Range: $150,000 to $165,000

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 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 or or University Human Resource Management at 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.

Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law.

Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy‑related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX ( OEO ). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non‑Discrimination page.

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As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

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