Financial Analyst II / Senior Financial Analyst

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Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.

Job Summary

The FP&A group plays an instrumental role in the analysis and reporting of Duke Energy’s financial information. This team is integrally involved in strategic and general financial analysis including supporting the five-year financial plan and strategic growth initiatives. The senior financial analyst’s primary responsibility is reporting of financial information in various forms including monthly executive packages and periodic board of director presentations. In addition, the analyst is tasked with working with business partners to review financial results monthly, capture variance explanations, and support the forecast and budget planning processes. The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical.

Responsibilities

• Consolidate and analyze results of the current and five-year financial plan and prepare reporting of the plan for various stakeholders

• Enhance understanding of O&M drivers and modeling - working alongside business planning organizations to improve cost modeling and trends

• Prepare and deliver compelling, accurate, and visually effective financial presentations

• Become a subject matter expert for enterprise reporting criteria

• Partner with Regulated & Corporate Finance groups to develop improvements to the budgeting process

• Identify trends that result in resource allocation recommendations

• Facilitate understanding of financial objectives and challenges through timely/ongoing and effective communication

• Support regulatory data requests, both historical and forward looking

• Conduct ad hoc analysis and additional responsibilities as requested for management review and decisions

Note: This posting is for one position. Dependent on relevant experience, the level to which a candidate is aligned is outlined below.

Required/Basic Qualifications (Financial Analyst II)

• Bachelor’s degree with major in Accounting, Finance, Economics, or Other Related Degree

• 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, HFM, PowerPlan, etc.) and query tool (WebI)

• Experience using Microsoft products such as Excel, Word and Power Point

Required/Basic Qualifications (Senior Financial Analyst)

• Bachelor’s degree with major in Accounting, Finance, Economics, or Other Related Degree

• Three (3) 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, HFM, PowerPlan, etc.) and query tool (WebI)

• Experience using Microsoft products such as Excel, Word and Power Point

Desired Qualifications

• High level of proficiency in Excel and PowerPoint

• Ability to work comfortably with incomplete information and ambiguity in a fast-paced environment

• Ability to work within a team and with minimal oversight

• Strong organization skills, ability to prioritize and manage multiple ongoing work streams

• Proactive problem solver, expected to present problems and recommendations simultaneously

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 a Duke Energy facility.

• Office Environment

Specific Requirements

• Must have 2 years (4+ desired) of increasingly diverse or complex experience in a related field  in addition to degree