Financial Planning Analyst
University of Kentucky
Financial Planning Analyst
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.
What You'll Do
- 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
What You'll Bring
- 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
Minimum Requirements
- Bachelor's degree
- 7 years of related experience
What's In It for You
- 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
Why Now?
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.
Skills / Knowledge / Abilities - Excel, Tableau, Power Automate
Does this position have supervisory responsibilities? - No
Deadline to Apply - 08/19/2026
Our University Community - We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
- ...is seeking ahighly motivated, detail-orientedFinancial Analyst with2-4years of professional experience to join our... ...directly with the Director of FP&A, supporting high-impact financial initiatives and strategic planning efforts across the organization. As a key contributor...SuggestedTemporary workFor contractorsApprenticeship
- Career Opportunities: FP&A Senior Financial Analyst (2231) Requisition ID 2231 -Posted 07/21/2026 - Finance Controller FP&A I - Finance... ...candidates working in the office 1 day per week The Financial Planning & Analysis (FP&A) Senior Financial Analyst is responsible...SuggestedTemporary workWork at officeLocal areaFlexible hours3 days per week1 day per week
- ...virtual engagement model. The role balances proactive portfolio administration — including loan and deposit oversight, renewals, and risk management — with sales responsibilities to expand existing relationships and deliver value-added financial solutions. #J-18808-Ljbffr...Suggested
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...SuggestedFull timeTemporary workWork experience placementWork at office
- City National Bank in Lexington, Kentucky, is looking for a dedicated customer service representative responsible for promoting and selling banking products. This role requires excellent customer care and the ability to resolve routine and complex account issues. You must...Suggested
- ...Responsibilities Identify opportunities to improve customers' financial wellbeing and create loyalty while increasing share of wallet.... ...term disability protection 401(k) with company match and pension plan Paid time off: holidays, vacation, sick days, and parental leave...Temporary work
- ...developing sales skills through a comprehensive training program. This position focuses on building customer relationships by assessing financial needs and promoting banking products. The candidate will engage in cross-selling, provide exceptional customer service, and work...Full time
- ...customer base Evaluate loan requests and approve loans within authority or make loan recommendations to management Analyze financial and credit condition of applicants and determine loan payment capabilities Negotiate credit terms and conditions Service and...Full timeWork at officeRemote workFlexible hours
- ...Manager II to oversee a portfolio and develop new business relationships. This role requires strong skills in commercial banking and financial analysis to provide optimal banking solutions. The ideal candidate has at least 4 years of relevant experience, paired with a...
- ...BENEFITS, INCLUDING:Generous Paid Time OffCompetitive Medical, Dental & other wellness programsDisability and Life Company PaidRetirement Plan OptionsGenerous Employee Purchase Discounts Pay Range: $100,000 - $125,000What You’ll Do (Essential Duties and Responsibilities):...Full timeLocal areaWorldwideNight shift
- ...Dental & other wellness programsDisability and Life Company PaidRetirement Plan OptionsGenerous Employee Purchase Discounts Pay Range: $100,000 - $125,000Position Overview: The Senior Financial Analyst is responsible for applying principles of finance to analyze monthly...Full timeWork at officeLocal areaWorldwideNight shiftAfternoon shift
- ...Dental & other wellness programsDisability and Life Company PaidRetirement Plan OptionsGenerous Employee Purchase Discounts Pay Range: $100,000 - $125,000Job Summary: The Senior Financial Analyst applies core financial principles to evaluate sales performance, pricing,...Full timeLocal areaWorldwideNight shift
- ...handling and forklift industry. CLARK is seeking qualified candidates to join our team. POSITION OBJECTIVE/SUMMARY The Production Planning Analyst supports the manufacturing operations by performing work required for scheduling trucks to facilitate on-time delivery to the...Summer workWork at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through...Work at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results...Work at officeWork from homeHome officeFlexible hours- ...Returning Applicant? Login Now Senior Financial Analyst V Job Code: 2026-ETA-044 Location:... ...maintain financial and analytical models to support program planning and execution Analyze budgets, forecasts, and funding data...Hourly payContract work
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a... ...join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise, including...- ...Capital seeks a Senior Associate of Finance Operations to oversee financial reporting for portfolio companies and collaborate with... ...support CFOs during onboarding, and contribute to due diligence, planning, and integration efforts for acquisitions, exits, and strategic...
- ...Financial Representative – Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges... ...eligible to participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our benefit plans include...Full time
- ...your potential, grow your expertise, and make a meaningful impact on a global scale. How you'll make an impact As a Senior Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the...Local area
- ...Financial Planner The Financial Planner role will provide work experience and educational opportunities to build competencies as well... ...Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide...Full timeWork experience placementImmediate startWork from home1 day per week
$80k - $90k
...well-established and growing wealth management firm to identify a Financial Advisor who is passionate about helping individuals and... ...trusted client relationships, creating comprehensive financial plans, and serving as a true partner throughout every stage of a client...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office$20.54 - $27.78 per hour
...Herzing University is seeking a Customer Service Representative to assist a diverse student population with financial aid inquiries. This role offers onboarding support and opportunities for growth within the university. Ideal candidates will demonstrate excellent customer...Work at officeRemote work- ...opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches... ...of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings,...Full timeTemporary workPart timeWork experience placementWork at office
$61.95k
...026. GENERAL DESCRIPTION The purpose of this classification is to serve as a subject matter expert and consultant in PeopleSoft Financials, Human Resources, and/or payroll functions and to support the daily operations of the LFUCG Divisions. MINIMUM REQUIREMENTS Bachelor...Remote work- ...Learn more at . Job Summary Job Summary: As the Director of Finance you will oversee all financial aspects of the business and drive the account’s financial strategy and planning. You will be responsible for assessing the financial performance of the school nutrition program...Local areaFlexible hoursShift work
- ...Director of Finance As the Director of Finance you will oversee all financial aspects of the business and drive the account’s financial strategy and planning. You will be responsible for assessing the financial performance of the school nutrition program, and for all accounting...Local areaFlexible hoursShift work
- Regional Director and Wealth Management Advisor - Mid America Financial Group of Prudential Prudential Advisors is looking for an experienced... ...programs: 401(k) with 4% match, cash balance pension plan, and pension enhancement plan Opportunities for succession planning...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Analyst. Be the first to apply!
- finance analyst Lexington, KY
- construction financial analyst Lexington, KY
- financial crimes analyst Lexington, KY
- entry level financial analyst no experience Lexington, KY
- commercial finance analyst Lexington, KY
- senior financial analyst remote Lexington, KY
- capital market analyst Lexington, KY
- financial analyst Lexington, KY
- financial sales Lexington, KY
- financial institutions Lexington, KY

