Lead Financial Analyst - Carolinas Forecasting

Duke Energy Corporation; Charlotte (NC); Hybrid; USD 95,000 - 140,000; Full time

Job summary

Duke Energy Corporation is seeking a Lead Financial Analyst to provide specialized financial support for regulated jurisdictional forecasting in the Carolinas. The role collaborates with FP&A, Rates & Regulatory Strategy, and accounting to model capital, fuel, and wholesale activities, and to deliver insightful analytics and management reporting.

The position requires a Bachelor’s degree in accounting/finance/economics and 5+ years (8+ preferred) of relevant experience, with strong

Qualifications

• Bachelor’s degree in Accounting/Finance/Economics or similar discipline with prior work experience in a Finance organization.
• 5+ years (8+ desired) of increasingly diverse or complex experience in related field in addition to degree.
• Comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments.
• Proficient using Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Modeling portions of the 5-year financial forecast for the Carolinas, including wholesale, fuel, and capital.
• Perform analytics to validate modeling results and prepare Senior Management/Board materials.
• Manage capital inputs (AFUDC, depreciation, cash flow impacts) and align with operational plans.
• Partner with Rates & Regulatory Strategy to develop regulatory assumptions.
• Analyze and communicate drivers of financial statements (ROE, capitalization, credit metrics).
• Provide monthly updates on current year projected earnings to FP&A leadership.

Skills

Financial analysis

Advanced Excel

PowerPoint

Communication

Team collaboration

Education

Bachelor’s degree in Accounting/Finance/Economics or similar

Tools

PeopleSoft FMIS

Power Plant

Business Objects

UI Planner

OneStream

Job description

Important Application Submission Information

In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, October 22, 2026

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.

Job Summary

This Lead Financial Analyst position is responsible for providing financial support for regulated jurisdictional forecasting in the Carolinas. This position will have specific job responsibilities assigned and will receive direction from the Director of Carolinas Forecasting & Planning. Key areas of focus will include, but not be limited to, forecasting capital, wholesale, and fuel along with insightful analytics and management reporting. Key interface groups will include Rates & Regulatory Planning, Wholesale Power Sales, Accounting, FP&A, and Resource Planning.

Responsibilities

• Modeling portions of the 5-year financial forecast for the Carolinas based on inputs provided by various stakeholder groups. Primary areas of responsibility include, but are not limited to, wholesale, fuel, and capital.
• Performing analytics to validate modeling results, compiling Senior Management and Board presentation materials, and ad hoc reporting/data requests.
• Managing capital inputs including AFUDC, depreciation expense, recoverability and cash flow impacts. Requires partnering with FP&A functional support teams to understand capital needs to align with operational plans.
• Partnering with Rates & Regulatory Strategy department to develop and model strategic regulatory assumptions
• Analyzing and communicating key business drivers of financial statements including impacts on return on equity, capitalization structure, credit metrics, etc.
• Providing monthly updates on current year projected earnings to FP&A leadership and preparing presentation materials for State Presidents
• Supporting accounting department on monthly actual versus budget analyses
• Assisting in strategic planning scenarios to evaluate earnings per share and cash flow impacts
• Working collaboratively with business partners; coordinating with numerous groups across finance and the business to build assumptions in creating the jurisdictional financial and operational plan

Required/Basic Qualifications

• Bachelor’s degree in Accounting/Finance/Economics or similar discipline with prior work experience in a Finance organization
• Must have 5+ years (8+ desired) of increasingly diverse or complex experience in related field in addition to degree.
• Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
• Proficient using Microsoft products such as Excel, Word, and Power Point

Desired Qualifications

• Knowledge of GAAP
• Financial modeling experience
• Strong understanding of Duke Energy’s regulated business
• Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects)
• Experience with financial planning applications (UI Planner, OneStream)
• Advanced PowerPoint Skills
• Excellent analytical and problem-solving skills
• Advanced Excel skills
• Excellent communication and collaboration skills
• Well organized and flexible to shifting priorities

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.
• Office Environment

Specific Requirements

• Years of prior equivalent work-related experience in lieu of a degree is N/A unless grandfathered in and requires CFO Staff approval.

Travel Requirements

Not required

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.

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