Lead Accounting Analyst (Capital Project Governance & Support)

Duke Energy • Charlotte, NC

2d • Hybrid

About The Position

This is the fourth level of the financial analysis classification hierarchy. Employees at this level work independently and receive minimal guidance. Incumbents are required to have in-depth knowledge and experience and work to solve complex problems. Incumbents also act as a resource for less experience employees. Individuals in this role provides leadership (advising and providing direction), act as a source of knowledge to others within finance, and will coordinate work activities and review the work of other teammates. The position requires interaction with individuals from various departments as well as technical knowledge and research capabilities to ensure compliance with GAAP and FERC. Desired qualifications include a demonstrated skillset for financial analysis; ability to reason logically, analyze and evaluate data/information and draw appropriate conclusions. This role also requires effective written and oral communication skills, analytical ability to problem solve, proficiency in learning financial systems or new technology, and an understanding of the impact of the capital project life cycle on ratemaking for retail and wholesale customers. The incumbent will oversee preparation and ensure accuracy of analytical reporting regarding project data (actuals and estimates) and various status reports such as for in-service and unitization. The selected employee will lead and perform analysis and research on ad-hoc requests, lead and coordinate initiatives, develop reporting, and effectively present results for management review and decision making. Responsibilities also include leading and coordinating large-scale projects, lead process improvement initiatives with internal and external business partners, setting priorities and special projects, as assigned.

Requirements

• Bachelor’s degree with major in Accounting, Finance, Economics or other related degree
• Five (5) 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
• Must have 5+ years (8+ desired) of increasingly diverse or complex experience in 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.

Nice To Haves

• Eight (8) 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 FMIS, Power Plant, etc.) and query tool (Business Objects)
• Masters in Accounting or MBA
• CPA (or working towards a CPA), CIA, MBA, CFA or CMA is strongly encouraged for achieving the Lead Analyst or higher position.
• Intermediate to Advance skills with Microsoft products such as Excel, Word, MS SQL Server, Power BI, and Power Point
• Experience with Structured Query Language (SQL)
• Strong Communication Skills
• Strong Analytical Skills
• Attention to Detail
• Teamwork Skills
• Flexible and Adaptable

Responsibilities

• Provide accounting and financial reporting and analysis to management and customers.
• Preparation and review of account reconciliations and analysis, and financial statement analysis.
• Maintain good working knowledge of accounting policies and impacts as required.
• Coordinate and lead in implementation of new accounting pronouncements.
• Prepare and review financial schedules and lead the review of data requests, internal and external reporting, and FERC filings.
• Prepare and present analysis of financial data for management reporting monthly, quarterly, and annually.
• Work with internal and external auditors, providing necessary information and answering questions as needed.
• Perform research of GAAP accounting issues and preparation of accounting position papers.
• Perform and support research of regulatory accounting issues including rate case support, new rate orders, modifications, and implementation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees