Financial Analyst, Financial Analyst II

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Charlotte (NC)

On-site

USD 95,000 - 130,000

Full time

8 days ago

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Job summary

Duke Energy seeks a seasoned finance professional to oversee day-to-day cost management, accounting, and financial analysis for its Regulated & Renewable Energy Florida organization. You will manage budgets totaling about $450 million and support internal and external reporting, ensuring GAAP compliance and timely close processes.

Responsibilities include variance analysis, consolidation of jurisdictional forecasts, and development of new reporting solutions with Hyperion/OneStream.

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a similar discipline with prior accounting/finance/economics work experience
Financial Analyst: 1 year or more of increasingly diverse or complex experience in a related field in addition to degree
Financial Analyst II: 2 years or more of increasingly diverse or complex experience in a related field in addition to degree
Fundamental accounting and finance concepts, practices, and procedures
Experience using Microsoft Excel, Word, and PowerPoint
Must be able to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future
Must live within a reasonable daily commute to a Duke Energy facility
Ability to travel to various powerplants in Carolina locations, 5% to 15%
CPA, CIS, CFA, or CMA certifications are desired or candidates may be working toward certification
Master’s in Accounting, Finance, or Business Administration is desired
Experience interfacing with executive leadership is desired
Strong oral and written communication skills
Ability to perform at the lead level as a subject matter expert and develop process improvements
Ability to work independently with proactive recommendations and limited supervision
Broad knowledge of utility environments and business unit operations
Ability to analyze financial information and identify variances, trends, and irregularities
Ability to work in a team environment and build productive relationships
Ability to meet deadlines and respond quickly to changing needs
Comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures
Experience with PeopleSoft, WebI, Power Plant, Analysis Services, or similar financial applications
Proficiency in Power BI, PowerPivot, Power Query, Excel, Word, and PowerPoint

Responsibilities

Manage day-to-day cost management, accounting, financial analysis, business planning, and operational finance functions for the Regulated & Renewable Energy Florida organization
Provide budget oversight for approximately $450 million in O&M and capital spending
Provide financial reporting support for management, operational, and external reporting
Analyze and report variances, trends, and plans
Develop consolidated financials for jurisdictional reporting and forecasting
Define and improve reporting requirements and assess impacts on source databases and reports
Work with project teams to test database and reporting solutions and develop new reporting solutions
Ensure adherence to GAAP and internal financial policies and procedures
Maintain accurate standard financial reports and respond to end-user inquiries and issues
Support regulatory reporting, environmental clause cost management, and pass-through items
Present financial analysis and management reporting to senior management
Consolidate actuals, budgets, forecasts, year-end impacts, and variance explanations
Analyze data and correct errors to ensure financial information integrity
Coordinate month-end close activities and prepare, check, or post journal entries and accruals
Assist with governmental filings, FERC reports, rate case support, insurance claims, and recoverables
Work with internal and external auditors
Assist with SOX documentation updates and management testing
Support budget and business planning, including guidance, assumptions, calendars, budgets, strategic plans, and presentations
Coordinate annual budgets using Hyperion Planning/OneStream Planning
Build relationships with business partners and Finance peers
Provide guidance on complex accounting issues and identify cost-reduction opportunities
Coordinate projects and initiatives, implement process improvements, and participate in peer teams
Work overtime as needed during closing, planning, and process rollouts
Perform ad hoc requests and special projects

Skills

Financial Analysis

Budget Management

GAAP Compliance

Microsoft Excel

Financial Reporting

Variance Analysis

Forecasting

Journal Entries

Data Analysis

Process Improvement

Regulatory Reporting

Budget Oversight

Education

Bachelor’s degree in Accounting, Finance, Economics, or a similar discipline

Tools

Hyperion Planning

OneStream Planning

PeopleSoft

Power BI

PowerPivot

Power Query

WebI

Microsoft Word

Microsoft PowerPoint

Job description

Manage day-to-day cost management, accounting, financial analysis, business planning, and operational finance functions for the Regulated & Renewable Energy Florida organization
Provide budget oversight for approximately $450 million in O&M and capital spending
Provide financial reporting support for management, operational, and external reporting
Analyze and report variances, trends, and plans
Develop consolidated financials for jurisdictional reporting and forecasting
Define and improve reporting requirements and assess impacts on source databases and reports
Work with project teams to test database and reporting solutions and develop new reporting solutions
Ensure adherence to GAAP and internal financial policies and procedures
Maintain accurate standard financial reports and respond to end-user inquiries and issues
Support regulatory reporting, environmental clause cost management, and pass-through items
Present financial analysis and management reporting to senior management
Consolidate actuals, budgets, forecasts, year-end impacts, and variance explanations
Analyze data and correct errors to ensure financial information integrity
Coordinate month-end close activities and prepare, check, or post journal entries and accruals
Assist with governmental filings, FERC reports, rate case support, insurance claims, and recoverables
Work with internal and external auditors
Assist with SOX documentation updates and management testing
Support budget and business planning, including guidance, assumptions, calendars, budgets, strategic plans, and presentations
Coordinate annual budgets using Hyperion Planning/OneStream Planning
Build relationships with business partners and Finance peers
Provide guidance on complex accounting issues and identify cost-reduction opportunities
Coordinate projects and initiatives, implement process improvements, and participate in peer teams
Work overtime as needed during closing, planning, and process rollouts
Perform ad hoc requests and special projects

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a similar discipline with prior accounting/finance/economics work experience
Financial Analyst: 1 year or more of increasingly diverse or complex experience in a related field in addition to degree
Financial Analyst II: 2 years or more of increasingly diverse or complex experience in a related field in addition to degree
Fundamental accounting and finance concepts, practices, and procedures
Experience using Microsoft Excel, Word, and PowerPoint
Must be able to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future
Must live within a reasonable daily commute to a Duke Energy facility
Ability to travel to various powerplants in Carolina locations, 5% to 15%
CPA, CIS, CFA, or CMA certifications are desired or candidates may be working toward certification
Master’s in Accounting, Finance, or Business Administration is desired
Experience interfacing with executive leadership is desired
Strong oral and written communication skills
Ability to perform at the lead level as a subject matter expert and develop process improvements
Ability to work independently with proactive recommendations and limited supervision
Broad knowledge of utility environments and business unit operations
Ability to analyze financial information and identify variances, trends, and irregularities
Ability to work in a team environment and build productive relationships
Ability to meet deadlines and respond quickly to changing needs
Comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures
Experience with PeopleSoft, WebI, Power Plant, Analysis Services, or similar financial applications
Proficiency in Power BI, PowerPivot, Power Query, Excel, Word, and PowerPoint

Core Competencies

Demonstrates expertise in financial analysis, budget management, and reporting within the regulated and renewable energy sector, ensuring compliance with GAAP and internal policies. Proficient in utilizing financial applications and tools to enhance reporting accuracy and operational efficiency.

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