Financial Analyst II

Duke Energy; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Duke Energy in Charlotte, NC seeks a Financial Analyst II to support the Natural Gas Business Unit FP&A. You will handle internal reporting, monthly/ YTD variance analysis, and month-end close activities, including journal entries and reconciliations.

You will develop reports, dashboards (PowerBI), and presentations for management decision making, partnering with cross-functional teams. The role emphasizes O&M budgeting, data analysis, and process improvements within regulatory and accounting

Qualifications

• Bachelor’s degree in accounting or finance or a related discipline is required.
• 2+ years of diverse experience in accounting/finance beyond the degree.
• Strong knowledge of fundamental accounting and finance concepts and procedures.
• Experience with financial applications (PeopleSoft, OneStream, PowerPlan) and query tools (WebI, PowerBI).
• Proficiency with Microsoft Excel, Word and PowerPoint.

Responsibilities

• Prepare NGBU reporting including O&M, ROCR and ad-hoc requests.
• Develop variance explanations of NGBU results and drivers.
• Develop O&M budgets and upload into Onestream.
• Prepare monthly journal entries and reconciliations.
• Create standard monthly reports and update PowerBI dashboards.
• Support data requests from Regulatory and external auditors.
• Ensure internal controls and policies are followed.
• Identify and implement process improvements to increase efficiencies.

Skills

Analytical thinking

Communication

Time management

Teamwork

Attention to detail

Education

Bachelor’s degree in Accounting/Finance or related discipline

Graduate degree in Accounting, Business or related fields

Tools

PowerBI

OneStream

PeopleSoft

PowerPlan

WebI

Excel

PowerPoint

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.

The Financial Analyst II is responsible for reporting, budgeting and providing financial support for the Natural Gas Business Unit (NGBU) FP&A supporting Piedmont Natural Gas and Duke Energy Midwest Gas in KY and OH. The analyst will work closely with teammates, peers, and management on various financial activities including preparation of NGBU internal reporting, monthly and YTD variance reporting at a granular level as well as month end close tasks including journal entries. The position will analyze and research ad-hoc requests, develop reporting, create efficiencies, and effectively prepare presentations for management review and decision making.

This position will primarily support O&M work, consulting and partnering with NGBU leadership on financial priorities and challenges but will also be available to assist with capital support as needs arise. This position works closely with the overall Finance organization as well as Regulated Utility Gas Operations Accounting group. Effective communication and relationship building are crucial to succeed in this role. Employees at this level solve more complex problems, in financial areas of specialization, with moderate guidance and direction. Employees are building their knowledge of the organization, processes and customers. Incumbents are expected to develop advanced skills and the ability to work with limited guidance and direction from others.

Responsibilities

• Prepare NGBU reporting including the functional O&M, ROCR and ad-hoc requests
• Work with others to develop variance explanations of the NGBU results and drivers
• Work with business partners to develop O&M budgets and upload into Onestream.
• Prepare standard and correcting journal entries
• Prepare monthly account reconciliations
• Prepare standard monthly reporting, including updating powerBI dashboards
• Understand and analyze basic system allocations
• Assist with data requests from Regulatory and external auditors and other customers
• Provide accounting support as needed
• Understand and maintain proper business and financial processes to ensure adherence to internal controls and policies
• Identify process improvements and assist in implementation to produce efficiencies at all stages of the finance process

Required Basic Qualifications

• Bachelor’s degree with major in Accounting, Finance or related discipline
• Two (2) plus years of increasingly diverse or complex experience in related field in addition to degree
• Possesses and applies fundamental accounting and finance concepts, practices, and procedures
• Experience with financial applications (i.e., PeopleSoft, OneStream, PowerPlan, etc.) and query tools (WebI, PowerBI, cubes)
• Experience using Microsoft products such as Excel, Word and Power Point

Desired Qualifications

• 4+ years of increasingly diverse or complex experience in related field in addition to degree
• Effective communication, both oral and written, and collaboration skills
• Analytical and critical thinking skills
• Effective time management skills
• Graduate degree in Accounting, Business or related fields
• Previous experience with budgeting and forecasting
• Previous experience with financial analysis =list>
• Experience applying GAAP accounting principles
• Demonstrate ability to work in a team environment and foster good relationships with teammates and business partners
• Operational business support experience
• Previous experience in Utility, utility asset or regulatory accounting environment.
• Ability to effectively perform at the experienced analyst level, including ability to work independently, manage competing priorities, and adhere to strict deadlines and schedules

Specific Requirements

Must have 2 years (4+ desired) of increasingly diverse or complex experience in a related field in addition to degree. Years of prior equivalent work-related experience in lieu of a degree is N/A unless grandfathered in and requires CFO Staff approval.

Working Conditions

Hybrid Mobility Classification – Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to the assigned Duke Energy facility. Hybrid with in-office work location 3 days per week at Duke Energy Plaza in Charlotte, NC. Overtime may be required. Occasional travel 5-15%.

Relocation Assistance Provided (as applicable). No Represented/Union Position. No Visa Sponsored Position. 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.

Duke Energy is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, childbirth or related medical conditions, including but not limited to lactation, religion, national origin, ancestry, ethnicity, citizenship, sexual orientation, gender identity, gender expression, age, marital status, physical or mental disability, genetic information, medical condition, military status, or protected veteran status. Duke Energy complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination.

Duke Energy values ideas that come from a diverse and inclusive workforce, and we’re dedicated to providing a work environment where all people are valued, respected and able to reach their full potential.