Financial Analyst II

Duke Energy Corporation•Charlotte, NC

8d•Hybrid

About The Position

The Financial Analyst II provides financial planning and analysis support to Duke Energy’s Customer Products & Services and Market Development & Strategic Partnerships organizations. The role works closely with business partners to analyze and report financial variances, trends, and plans, and supports financial planning, budget development, and monthly, year-to-date, and year-end analysis. The analyst works with business representatives at all levels, applying expertise to help the business achieve financial success. Employees at this level work in a self-directed manner with additional guidance, interpret business issues, and recommend solutions. The position is a key contributor to financial planning, budgeting, and analysis, as well as cost management accounting, financial reporting, and guidance for business partners. It partners with business lines reporting to VP leaders, helps address financial and accounting needs, supports month-end close and executive reporting, and may contribute to special projects and new products or business lines. The role is hybrid after the onboarding period, with work performed remotely and onsite. Employees must live within a reasonable commute—no greater than 50 miles one way—to their designated Duke Energy facility and are expected to report there as directed by their manager, on average three full workdays per regular workweek. Travel is 5–15%.

Requirements

Bachelor’s degree with a major in Accounting, Finance, or a related discipline.
At least two years of increasingly diverse or complex experience in a related field in addition to the degree.
Fundamental accounting and finance concepts, practices, and procedures.
Experience with financial applications such as PeopleSoft, HFM, or PowerPlan and query tools such as WebI.
Experience using Microsoft Excel, Word, and PowerPoint.
Ability to work lawfully in the United States without employment-based immigration sponsorship, now or in the future.

Nice To Haves

CPA or working toward a CPA.
Advanced degree, preferably in Accounting.
Four or more years of professional work-related experience.
Prior experience supporting business FP&A efforts.
Knowledge of Duke Energy FP&A financial applications, including Power Pivot, PeopleSoft, Hyperion, SAS business rules, PowerPlan, OneStream, and reporting trees.
Experience interfacing effectively with VP-level and higher leadership.
Experience with regulatory, non-regulatory, utility, and Energy Efficiency Programs.

Responsibilities

Contribute to financial planning, budgeting, and analysis activities for the supported organizations, including special projects.
Partner with business lines reporting to VP leaders to address financial and accounting needs.
Analyze the financial performance of business lines and provide technical and functional expertise to business partners.
Understand accounting and regulatory questions, coordinate special projects, and assist with establishing new products and lines of business.
Support month-end close by posting journal entries and accruals, performing account reconciliations, and analyzing financial results for abnormalities.
Provide timely financial results and ensure variance explanations, watchlist items, and projection changes are accurately captured and reported to upper management.
Support ROCR and P&L reporting processes.
Respond to ad hoc, regulatory, audit, and other data requests in a timely manner.
Support budget and business planning, including communicating guidance, assumptions, and timelines and providing presentation materials.
Build relationships and promote communication with business partners and Finance peers.
Develop in-depth knowledge of supported business areas to anticipate financial and accounting needs.
Act as a liaison between the business and other finance and accounting organizations to resolve issues, concerns, and questions.
Coordinate and manage projects and initiatives arising in the normal course of business.
Identify, develop, and implement continuous process improvements.
Consolidate and roll up financial results and analysis for executive-level reporting.
Support the development of insights, tools, and practices to improve projection accuracy.
Identify and meet business partner needs with urgency, taking ownership of issues until resolved.