Lead Financial Analyst - Carolinas Forecasting

Duke Energy Corporation•Charlotte, NC

22h•Hybrid

About The Position

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. 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.

Requirements

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

Nice To Haves

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

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