Senior Financial Analyst (RRE & PMC Finance)

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Job Summary

The Senior Financial Analyst position is responsible for the day to day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the Regulated & Renewable Energy (RRE) Central Operations Services & Oversight (COSO) and the Regulated Renewables organization from a jurisdictional and functional basis. This position will provide direct support to the multiple leaders within the RRE organization with a budget oversight and responsibility of O&M and capital spend of about $200M. This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the organization to analyze and report variances, trends and plans. This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. This position will work closely with project teams to test database and reporting solutions as well as participate on various project teams to develop new reporting solutions. This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital and O&M Charging guidelines, etc..) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Position will provide Regulatory knowledge includes familiarity with environmental clause cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. Effective leadership, communication and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple fleet sites, regions and jurisdictions.

This is the fourth level of the financial analysis classification hierarchy. Employees at this level work in self directed manner receiving very 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.


Ensure timely and accurate analysis and reporting:

  • Provide and present accurate and relevant financial analysis and management reporting to the RRE Organization and respective senior management to enable strategic decision-making
  • Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations.
  • Analyze data, identify and correct errors to ensure accuracy and integrity of financial information.
  • Coordinate and support the month-end close activities.
  • Prepare, check and/or post journal entries and accruals on an as needed basis.
  • Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claims and recoverables as needed.
  • Work with internal & external auditors; provide necessary information & answer questions as needed.
  • Assist in SOX documentation updates and management testing.
  • Maintain good working knowledge of accounting policies and impacts as required.

Ensure effective budget & business planning process:

  • Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections.
  • Validate budgets uploaded to correct target amounts.
  • Develop and support department budget, strategic plan and related presentation material.
  • Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content.

Coordinate the preparation of annual budgets utilizing Hyperion Planning/One Stream Planning tool. Leading and building relationships:

  • Build relationships & promote two-way communication with business partners and Finance peers.
  • Help provide guidance to team on complex accounting issues.
  • Proactively help identify cost reduction opportunities through independent analysis.
  • Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved.
  • Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner’s organization.

Other and miscellaneous duties:

  • Coordinate & manage various projects & initiatives that arise throughout the normal course of business.
  • Identify, develop and implement continuous process improvement opportunities.
  • Lead and/or assist with special projects and requests as required
  • Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization.
  • Perform other ad hoc requests as necessary.

Required/Basic Qualifications

  • Bachelor’s degree with major in Accounting/Finance or related discipline
  • Three (3) 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, 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
  • Six (6) years or more of professional work related experience


#LI-HybridAdditional Preferred Qualifications

  • Experience in interfacing with executive leadership
  • Strong oral and written communication skills
  • Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge
  • Demonstrated ability to work independently with proactive recommendations and limited supervision
  • Broad knowledge of utility environment and its business units/operations
  • Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management
  • Ability to work in a team environment & foster good relationship with teammates & business partners
  • Ability to build and maintain productive working relationships at all levels within the organization
  • Proven analytical and skills
  • Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach
  • Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments
  • Proficient use of Power BI, PowerPivot, Power Query and Microsoft products such as Excel, Word, & Power Point

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. 

Specific Requirements

  • Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes.

Travel RequirementsNot required

Relocation Assistance Provided (as applicable)


Represented/Union Position


Visa Sponsored Position


Posting Expiration DateWednesday, June 22, 2022

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

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