Corporate Finance Senior Analyst or Lead Analyst

Duke Energy Corporation; Charlotte (NC); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Duke Energy Corporation in Charlotte, NC, seeks a Senior or Lead Analyst to support regulatory finance, rate case work, and strategic financing initiatives. You will analyze financing options, prepare models, and collaborate with Tax, Legal, Accounting, and business units to optimize funding sources.

Ideal candidates have 3–5 years of related experience, proficiency in MS Office, and strong analytical skills. This hybrid role offers growth and impact on large infrastructure projects.

Qualifications

• Bachelor’s degree required in Finance, Accounting, Economics, Business Administration, Engineering, or related field.
• Minimum 3 years experience for Senior Analyst or 5 years for Lead Analyst; level placement based on experience.
• Proficiency with Microsoft Office applications is required.

Responsibilities

• Regulatory Finance and Rate Case Support: develop schedules, discovery responses, Treasury deliverables, and cross-functional responses.
• Strategic Financing and Special Projects: analyze and execute securitizations, tax-exempt financings, and other financing structures.
• Securitization Financing: support storm recovery and other securitization transactions and model outputs.
• Capital Markets Support: provide analysis for debt and equity markets and prepare reporting requirements.
• Leadership and Project Management: coordinate cross-functional initiatives across Treasury, Regulatory, Tax, and Accounting; lead workstreams at Lead level.
• Governmental Authority Loan Programs: coordinate financing draw requests and liquidity planning; develop forecasts.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Engineering, or a related field

Tools

Microsoft Office

Advanced Excel

Job description

More than a career - a chance to make a difference in people’s lives.

Build an exciting, rewarding career with us – help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you’ll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits.

Depending on the qualifications of the successful candidate, the hiring manager may fill this position at either the Senior Analyst or Lead Analyst level within the job hierarchy.

Position Summary

Supports Duke Energy’s corporate financing activities through the analysis, execution, and administration of financing initiatives, regulatory proceedings, and select capital markets activities. The role prepares and leads financial analyses and cross-functional work related to securitizations, tax-exempt financings, governmental authority loan programs, Treasury rate case witness support, and other strategic financing opportunities, and prepares related presentations for leadership review.

Works cross-functionally across the broader Treasury organization and with Regulatory, Accounting, Tax, Legal, business units, and external stakeholders to support sound financial decision-making, maintain financial flexibility, and optimize and diversify the Company’s funding sources.

The role also provides analytical bench strength and transaction support for debt and equity capital markets activities, working horizontally across Treasury with the Credit and Capital Markets team.

Level Differentiation

Senior Analyst

• Scope and autonomy: Supports and independently manages assigned analyses, schedules, and workstreams, coordinating with stakeholders as needed.
• Regulatory Work: Supports assigned rate case activities, including: filing schedules and discovery responses.
• Financing work: Supports financial analysis and execution of strategic financing initiatives.
• Judgment and leadership: Applies sound analytical judgment, escalates issues, and contributes to team objectives.

Lead Analyst

• Scope and autonomy: Independently leads complex analyses and cross-functional initiatives, identifies issues, develops recommendations, and drives deliverables to completion.
• Regulatory Work: Serves as the Corporate Finance lead for assigned rate case activities, including testimony development. Independent coordination of Treasury deliverables and cross functional responses. Applies best practices across jurisdictions.
• Leads financial analysis, evaluates financial and customer impacts, develops financing alternatives, and supports execution.
• Operates effectively in ambiguous environments, validates model outputs, coordinates senior stakeholders, and influences decisions without direct authority.

Key Responsibilities

Regulatory Finance and Rate Case Support

• Support or lead assigned rate case activities, including development of minimum filing requirement schedules, intervenor discovery responses, Treasury deliverables, and cross-functional responses.
• Draft and support testimony related to financing, capital structure, cost of capital, and other corporate finance matters.
• Coordinate responses across Treasury and other Finance organizations to promote consistency and accuracy.
• Provide hearing preparation and on-call support during active regulatory proceedings.

Strategic Financing and Special Projects

• Support or lead financial analysis and execution of strategic financing initiatives, including securitizations, tax-exempt financings, and alternative financing structures.
• Evaluate financial and customer impacts associated with emerging opportunities, capital investment strategies, and special projects.
• Monitor markets and develop financing alternatives and recommendations regarding evolving capital markets trends.
• Support analysis of financing for large infrastructure investments, special-purpose vehicles, and potential customer-sponsored financing arrangements.

Securitization Financing

• Support analysis and execution of storm recovery and other securitization transactions.
• Develop financing analyses and financial models; assess whether model outputs are reasonable.
• Coordinate with Regulatory, Legal, Financial Accounting and Analysis, Accounting, Tax, investment banks, and consultants to support transaction execution.

Leadership and Project Management

• Coordinate cross-functional initiatives involving Treasury, Regulatory, Tax, Financial Planning and Analysis, Accounting, Legal, and business unit personnel.
• At the Lead level, independently lead complex initiatives, coordinate stakeholders, identify issues, and drive deliverables to completion.

Tax-Exempt Financing Programs

• Support planning and execution of multiple tax-exempt financing transactions and related inducement resolutions.
• Identify and evaluate new tax-exempt financing opportunities and preserve financing options.

Governmental Authority Loan Programs

• Serve as a Corporate Finance liaison supporting efforts related to governmental authority financing programs.
• Coordinate financing draw requests, liquidity planning, financing analyses, and administration requirements.
• Develop forecasts for draw requests and related planning.

Project Finance and Transaction and Risk Committee Support

• Develop financial analyses requested by Transaction and Risk Committee Corporate Review Team points of contact.
• Develop and maintain financial models used to evaluate project economics and regulatory lag.

Capital Markets Support

• Provide ad hoc analytical and transaction support for debt capital markets, equity capital markets, and interest rate hedging activities in collaboration with the Director, Credit and Capital Markets, and the Assistant Treasurer.
• Prepare periodic Treasury position, SEC, and Investor Relations reporting requirements.
• Draft financing authorization applications filed with utility regulatory commissions.
• Assist with external relationships, including banking partners, investors, credit rating agencies, and outside counsel.

Basic / Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Engineering, or a related field.
• Minimum of three years of related experience for consideration at the Senior Analyst level, or five years of related experience for consideration at the Lead Analyst level.
• Level placement will reflect the successful candidate’s depth and breadth of related experience, demonstrated ability to lead complex work, and alignment with the applicable job hierarchy requirements.
• Proficiency with Microsoft Office applications.

Additional Preferred Qualifications

Experience

• Experience in corporate finance, corporate development, treasury, investment banking, utility finance, project finance, regulatory finance, or a related discipline.
• Experience supporting financing transactions, regulatory proceedings, or large capital projects.
• Six or more years of increasingly diverse or complex experience in a related field.
• Utility industry experience strongly preferred.
• Advanced degree, such as an MBA, or advanced certification, such as CPA or Chartered Financial Analyst.
• Project management or Lean certification.

Knowledge and Skills

• Ability to prioritize, manage, and track multiple assignments independently, with strong intellectual curiosity.
• Demonstrated ability to manage assignments and drive results in ambiguous environments; Lead-level candidates should demonstrate experience leading complex workstreams with limited direction.
• Strong analytical, financial modeling, and problem-solving capabilities, including the ability to assess the reasonableness of model outputs.
• Working knowledge of cost of capital, discounted cash flow analysis, and time value of money concepts; deeper practical application is expected at the Lead level.
• Knowledge of utility regulation, capital structure, credit metrics, securitizations, tax-exempt financings, relevant accounting, and capital markets.
• Strong project management and executive functioning skills, with the ability to coordinate multiple stakeholders across business units and functions.
• Excellent written, verbal, and presentation skills.
• Willingness to perform both strategic and detailed work needed to advance a workstream and support broader Treasury objectives.
• Ability and desire to identify and implement process improvements, including effective use of new and existing tools.
• Advanced Excel capabilities.

Working Conditions

• Hybrid Mobility Classification – Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees must live within a reasonable commute to their designated Duke Energy facility, not greater than 50 miles one way. Employees are expected to report to their assigned Duke Energy facility as required and directed by their manager, on average 3 full workdays per regular workweek.
• Due to nature of this position, any applicant should assume there will be occasional work requirements outside of normal business hours, including nights, early mornings and weekends. There will also be occasional out-of-town travel opportunities.
• Willingness to work extended hours when needed.

Travel Requirements

5-15%

Relocation Assistance Provided (as applicable)

No

Represented/Union Position

No

Visa Sponsored Position

No. This is not a Visa Sponsored Position. This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.

Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.