Finance Planning & Analysis Management
University of Utah
Details
**Open Date** 01/22/2026
**Requisition Number** PRN44080B
**Job Title** Finance Planning & Analysis Management
**Working Title** Finance Planning & Analysis Management
**Career Progression Track** M00
**Track Level** M5 - Associate Director, M4 - Senior Manager, M3 - Manager
**FLSA Code** Administrative
**Patient Sensitive Job Code?** No
**Standard Hours per Week** 40
**Full Time or Part Time?** Full Time
**Shift** Day
**Work Schedule Summary**
**VP Area** U of U Health - Academics
**Department** 01488 - Health Research Admin Office
**Location** Campus
**City** Salt Lake City, UT
**Type of Recruitment** External Posting
**Pay Rate Range** $70,000-$115,000
**Close Date** 03/22/2026
**Priority Review Date (Note - Posting may close at any time)**
**Job Summary**
The University of Utah Health Research Office is a dynamic and high-functioning team environment seeking a high-level professional to provide strategic financial and business intelligence analysis, in-depth reporting, and budget development oversight for the Executive Director, Administrative Director, and other leaders in the Health Sciences Center to improve mission decision-making. Under minimal supervision, this position supports the Health Research Office, the System Chief Research Officer and the mission broadly.
The position requires strong interpersonal, strategic thinking, technical, and communication skills; a deep knowledge of BI tool architectures, functions, and features; SQL and relational and multidimensional database designs. Further, a strong understanding of what data is used by business processes and what the data means in the context of specific processes, and the ability to apply creativity to analytics, are key skills for the position.
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, budget, and qualifications of the applicant.**
**Responsibilities**
+ Work closely with research leadership to translate business needs into technical solutions using research financial data and other performance data.
+ Act as the Health Research Office resident expert and liaison for research data and data analysis, including development of mission data dashboards, strategic models, and Business Intelligence reporting with partners in Health Sciences. Deeply understand BI tool architecture, functions and features, and customize BI tools to meet user needs.
+ Prepare and present information for decision-making to leadership.
+ Plan and conduct projects and adhere to timelines to meet milestones.
+ Perform technical tasks to advance projects: Work and effectively communicate with technical colleagues; collect and coordinate business requirements for analytics and reporting; interview end users to determine requirements for data, reports, analyses, metadata, training, data quality and performance; determine statistical methods used to analyze data.
+ Track and summarize information related to institutional performance against established research benchmarks and metrics.
+ Establish and refine business processes for mission reporting and evaluation.
+ Provide financial oversight for research-related units, as requested.
+ Leads the preparation and evaluation of special projects.
**Grade Specific Descriptions:**
**Manager, Finance Planning & Analysis Management**
Direct/Manage/Supervise the organization’s short and long-term financial planning, budgeting, and forecasting processes. Enhance the finance department’s ability to manage performance by linking corporate strategy to execution. Gauge overall financial health by using key financial ratios (e.g., debt to equity ratio, profit and loss, variance reports, financial statements) and determine which of the company’s products or product lines generate the largest portion of its profit. Create, update, and maintain financial models and detailed forecasts, measuring potential impacts to financial growth. Evaluate whether the organization’s current assets and investments are the best use of capital. Prepare internal reports for executive leadership. Compare historical results against budgets and forecasts, and perform variance analysis to explain differences in performance, making improvements as necessary. First-level manager. Manages the activities of supervisors and/or individual contributors. Responsible for hiring, firing, performance appraisals, and pay reviews. Broad knowledge of the field with demonstrated leadership skills.
Requires a bachelor’s (or equivalency) + 6 years or a master’s (or equivalency) + 4 years of directly related work experience.
This is a Manager-Level position in the Management track.
Job Code: M21193
Grade: M19
Expected Pay Range: $70,000 to $115,000
**Senior Manager, Finance Planning & Analysis Management**
Direct/Manage/Supervise the organization’s short and long-term financial planning, budgeting, and forecasting processes. Enhance the finance department’s ability to manage performance by linking corporate strategy to execution. Gauge overall financial health by using key financial ratios (e.g., debt to equity ratio, profit and loss, variance reports, financial statements) and determine which of the company’s products or product lines generate the largest portion of its profit. Create, update, and maintain financial models and detailed forecasts, measuring potential impacts to financial growth. Evaluate whether the organization’s current assets and investments are the best use of capital. Prepare internal reports for executive leadership. Compare historical results against budgets and forecasts, and perform variance analysis to explain differences in performance, making improvements as necessary. Second-level manager. Manages the activities of first-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) + 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: M21194
Grade: M21
Expected Pay Range: $75,000 to $115,000
**Associate Director, Finance Planning & Analysis Management**
Direct/Manage/Supervise the organization’s short and long-term financial planning, budgeting, and forecasting processes. Enhance the finance department’s ability to manage performance by linking corporate strategy to execution. Gauge overall financial health by using key financial ratios (e.g., debt to equity ratio, profit and loss, variance reports, financial statements) and determine which of the company’s products or product lines generate the largest portion of its profit. Create, update, and maintain financial models and detailed forecasts, measuring potential impacts to financial growth. Evaluate whether the organization’s current assets and investments are the best use of capital. Prepare internal reports for executive leadership. Compare historical results against budgets and forecasts, and perform variance analysis to explain differences in performance, making improvements as necessary. Third-level manager. Manages 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: M21195
Grade: M23
Expected Pay Range: $82,939 to $115,000
**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:**
**Manager, Finance Planning & Analysis Management:** Requires a bachelor’s (or equivalency) + 6 years or a master’s (or equivalency) + 4 years of directly related work experience.
**Senior Manager, Finance Planning & Analysis Management:** Requires a bachelor’s (or equivalency) + 8 years or a master’s (or equivalency) + 6 years of directly related work experience.
**Associate Director, Finance Planning & Analysis Management:** Requires a bachelor’s (or equivalency) + 10 years or a master’s (or equivalency) + 8 years of directly related work experience.
**Preferences**
+ Masters degree in related field is preferred.
+ Prior grants and contracts or research experience at the University of Utah or other academic institution is preferred.
+ Experience with Excel, Tableau, Statistical Software, BI Applications, and SQL . Knowledge of SQL and relational and multidimensional database designs.
+ Experience with Salesforce.
**Type** Benefited Staff
**Special Instructions Summary**
**Additional Information**
_The University of Utah values candidates who have experience working in settings with students from diverse backgrounds and possess a strong commitment to improving access to higher education for historically underrepresented students._
_Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities and protected veterans are encouraged to apply. 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._
_The University of Utah is an Affirmative Action/Equal Opportunity employer and 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 Affirmative Action:_
_Director/ Title IX Coordinator_
_Office of Equal Opportunity and Affirmative Action ( OEO /AA)_
_383 University Street, Level 1 OEO Suite_
_Salt Lake City, UT 84112_
_801-581-8365_
_oeo@utah.edu_
_Online reports may be submitted at_ **oeo.utah.edu**
**_For more information:_**
**https://www.utah.edu/nondiscrimination/**
**_To inquire about this posting, email:_**
**employment@utah.edu**
**_or call 801-581-2300._**
_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._
_https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South._
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