Lead Financial Analyst - Carolinas Forecasting

Duke Energy•Charlotte, NC

2d•Hybrid

About The Position

The Lead Financial Analyst provides financial support for regulated jurisdictional forecasting in the Carolinas. The role focuses on forecasting capital, wholesale, and fuel, as well as developing insightful analytics and management reporting. The position receives direction from the Director of Carolinas Forecasting & Planning and works with Rates & Regulatory Planning, Wholesale Power Sales, Accounting, FP&A, and Resource Planning. The role models portions of the five-year Carolinas financial forecast using stakeholder inputs, validates results, and supports management reporting and strategic planning. It also manages capital inputs and partners with finance and regulatory teams to develop assumptions aligned with operational and strategic plans. Work is hybrid after the onboarding period, with work performed remotely and onsite. Employees must live within a reasonable commute—no more than 50 miles one way—from their designated Duke Energy facility and are expected to report onsite an average of three full workdays per regular workweek, as required and directed by their manager. The position is in an office environment; travel is not required.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a similar discipline, with prior work experience in a Finance organization.
At least 5 years of increasingly diverse or complex experience in a related field in addition to the degree; 8 or more years desired.
Comprehensive knowledge of accounting and finance principles, practices, and procedures sufficient to complete moderately complex assignments.
Proficiency with 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

Knowledge of GAAP.
Financial modeling experience.
Strong understanding of Duke Energy’s regulated business.
Experience with financial applications such as PeopleSoft FMIS and Power Plant, and query tools such as Business Objects.
Experience with financial planning applications such as UI Planner and OneStream.
Advanced PowerPoint skills.
Advanced Excel skills.
Excellent analytical and problem-solving skills.
Excellent communication and collaboration skills.
Well organized and flexible when priorities shift.
Eight or more years of related experience is desired.

Responsibilities

Model portions of the five-year Carolinas financial forecast using inputs from stakeholder groups, with primary responsibility for wholesale, fuel, and capital.
Perform analytics to validate modeling results; compile Senior Management and Board presentation materials; and respond to ad hoc reporting and data requests.
Manage capital inputs, including AFUDC, depreciation expense, recoverability, and cash flow impacts, partnering with FP&A functional support teams to understand capital needs and align them with operational plans.
Partner with Rates & Regulatory Strategy to develop and model strategic regulatory assumptions.
Analyze and communicate key business drivers of financial statements, including impacts on return on equity, capitalization structure, and credit metrics.
Provide monthly updates on current-year projected earnings to FP&A leadership and prepare presentation materials.
Support Accounting with monthly actual-versus-budget analyses.
Assist with strategic planning scenarios evaluating earnings-per-share and cash-flow impacts.
Collaborate and coordinate with finance and business partners to develop assumptions for the jurisdictional financial and operational plan.