Corporate Finance Senior Analyst or Lead Analyst

Duke Energy•Charlotte, NC

1d•Hybrid

About The Position

Supports Duke Energy’s corporate financing activities through 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 involving securitizations, tax-exempt financings, governmental authority loan programs, Treasury rate case witness support, and other strategic financing opportunities, and prepares presentations for leadership review. It works with the broader Treasury organization and with Regulatory, Accounting, Tax, Legal, business units, and external stakeholders to support financial decision-making, maintain financial flexibility, and optimize and diversify funding sources. The position also provides analytical and transaction support for debt and equity capital markets activities in collaboration with the Credit and Capital Markets team. The position may be filled at the Senior Analyst or Lead Analyst level depending on the successful candidate’s qualifications. At the Senior Analyst level, the employee supports and independently manages assigned analyses, schedules, and workstreams; supports assigned rate case activities; and contributes sound analytical judgment while escalating issues as appropriate. At the Lead Analyst level, the employee independently leads complex analyses and cross-functional initiatives, serves as Corporate Finance lead for assigned rate case activities including testimony development, evaluates financial and customer impacts, develops financing alternatives, validates model outputs, coordinates senior stakeholders, and drives deliverables to completion in ambiguous environments. The role supports or leads regulatory rate case work, strategic financing and special projects, storm recovery and other securitization transactions, tax-exempt financing programs, governmental authority loan programs, project finance analyses, and capital markets activities. It coordinates with internal teams and external parties, prepares financial models and analyses, supports transaction execution and regulatory filings, and prepares periodic Treasury, SEC, and Investor Relations reporting. The position is hybrid, with work performed remotely and onsite after onboarding. Employees must live within a reasonable commute of their designated facility, no greater than 50 miles one way, and are expected to report onsite an average of three full workdays per regular workweek as required by their manager. Occasional work outside normal business hours, including nights, early mornings, and weekends, and occasional out-of-town travel may be required. Travel is 5–15%.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Engineering, or a related field.
At least three years of related experience for consideration at the Senior Analyst level, or at least five years for consideration at the Lead Analyst level.
Proficiency with Microsoft Office applications.
Ability to prioritize, manage, and track multiple assignments independently, with strong intellectual curiosity.
Ability to manage assignments and drive results in ambiguous environments; Lead-level candidates should have experience leading complex workstreams with limited direction.
Strong analytical, financial modeling, and problem-solving capabilities, including 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, including 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.
Willingness to work extended hours when needed.
Ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.
Hybrid employees must live within a reasonable commute of their designated Duke Energy facility, no greater than 50 miles one way, and report to the facility as required by their manager, on average three full workdays per regular workweek.

Nice To Haves

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.
Advanced degree, such as an MBA, or advanced certification, such as CPA or Chartered Financial Analyst.
Project management or Lean certification.
Advanced Excel capabilities.

Responsibilities

Support or lead assigned rate case activities, including 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.
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 capital markets trends.
Support analysis of financing for large infrastructure investments, special-purpose vehicles, and potential customer-sponsored financing arrangements.
Analyze and support execution of storm recovery and other securitization transactions; develop financial analyses and models and assess whether model outputs are reasonable.
Coordinate securitization transaction execution with Regulatory, Legal, Financial Accounting and Analysis, Accounting, Tax, investment banks, and consultants.
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.
Support planning and execution of tax-exempt financing transactions and related inducement resolutions; identify and evaluate new opportunities and preserve financing options.
Serve as a Corporate Finance liaison for governmental authority financing programs; coordinate financing draw requests, liquidity planning, financing analyses, and administration requirements.
Develop forecasts for governmental authority financing draw requests and related planning.
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.
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.
Identify and implement process improvements, including effective use of new and existing tools.