Financial Analyst I or Financial Analyst II (Customer Delivery) – Charlotte, NC

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.

Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.

This is the second level of the financial analysis classification hierarchy.  Employees at this level solve a range of straightforward problems and analyze possible solutions using standard procedures. Incumbents are expected to develop higher level knowledge and skills. Employee receives a moderate level of guidance and direction from others.

The role will be responsible for accounting, financial analysis, budgeting, and reporting support to Customer Delivery Governance Programs & Support business unit. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the business customers to analyze and report variances, trends and plans. Key activities include financial planning, managing the budget development as well as monthly, year to date, and year-end financial analysis. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success. As well as function as the support analyst for the Governance finance team doing adhoc tasks.

Responsibilities

  • Provide financial, accounting, and business management analytical support to various levels of management and customers.
  • Evaluate and report business unit O&M and capital budget variances that allows for accurate financial reporting and accurate year end projections.
  • Develop year-end/quarterly/monthly business unit O&M and capital projections.
  • Support the development of long-range business plans and budgets for supported functions.
  • Support the reporting process within the assigned area(s) of Customer Delivery Governance to facilitate understanding of business and variance impacts to operations and employees.
  • Compile and analyze statistical data to identify and correct errors and to evaluate general content.
  • Prepare, check and/or post journal entries and accruals on an as needed basis.
  • Perform account reconciliations on an as needed basis.
  • Prepare financial schedules required to meet monthly and quarterly business unit data requests from Corporate Accounting.
  • Work with internal and external auditors, providing necessary information and answering questions as needed.
  • Assist in SOX documentation updates and management testing as needed.
  • Maintain good working knowledge of accounting policies and impacts as required.
  • Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved.
  • Overtime may be required during monthly/quarterly/annual closing processes, the annual budget process, and the rollout of new and/or revised processes.

Basic/Required Qualifications

Note: This posting is for one position. Dependent on relevant experience, the level to which a candidate is aligned is outlined below.

Financial Analyst I

  • Bachelor’s degree with major in Accounting/Finance or related discipline
  • One (1) or more 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, HFM, PowerPlan, etc.) and query tool (WebI)
  • Experience using Microsoft products such as Excel, Word and Power Point

Financial Analyst II

  • Bachelor’s degree with major in Accounting/Finance or related discipline
  • Three (3) or more 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, HFM, PowerPlan, etc.) and query tool (WebI)
  • Experience using Microsoft products such as Excel, Word and Power Point

Desired Qualifications

  • CPA or working toward CPA
  • Advanced degree, preferably in Accounting
  • Four (4) or more years of professional work-related experience
  • Possesses and applies fundamental accounting (GAAP) and finance concepts, practices, and procedures
  • Demonstrated analytical/problem solving skills and strong business acumen
  • Experience in regulated utility accounting
  • Demonstrated communication and interpersonal skills
  • Ability to build relationships with customers at all levels within the organization
  • Ability to work independently and in a team environment; demonstrated initiative within current team

Working Conditions

  • Hybrid Mobility Classification – Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to a Duke Energy facility. 

 

Travel Requirements5-15%

Relocation Assistance Provided (as applicable)

No

Represented/Union Position

No

Visa Sponsored Position

No

Posting Expiration DateWednesday, January 19, 2022

All job postings expire at 12:01 AM on the posting expiration date.

Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.

Keep in touch

Join our newsletter and stay up to date withe NABA Charlotte!