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Duke Energy Senior Financial Analyst - Forecast Systems & Reporting in Charlotte, North Carolina

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 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.

The FP&A group plays an instrumental role in the analysis and reporting of Duke Energy’s financial information. This team is integrally involved in strategic and general financial analysis including supporting the five-year financial plan and strategic growth initiatives. The senior financial analyst’s primary responsibility is reporting of financial information in various forms including monthly executive packages and periodic board of director presentations. In addition, the analyst is tasked with working with business partners to review financial results monthly, capture variance explanations, and support the forecast and budget planning processes. The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical.

Job Duties and Responsibilities include but are not limited to the following:

  • Consolidate and analyze results of the current and five-year financial plan and prepare reporting of the plan for various stakeholders

  • Enhance understanding of O&M and Capital drivers and modeling - working alongside business planning organizations to improve cost modeling and trends

  • Prepare and deliver compelling, accurate, and visually effective financial presentations

  • Become a subject matter expert for enterprise reporting criteria

  • Partner with Regulated & Corporate Finance groups to develop improvements to the budgeting process

  • Identify trends that result in resource allocation recommendations

  • Facilitate understanding of financial objectives and challenges through timely/ongoing and effective communication

  • Support regulatory data requests, both historical and forward looking

  • Conduct ad hoc analysis and additional responsibilities as requested for management review and decisions

Required/Basic Qualifications

  • Bachelor’s degree with major in Accounting/Finance or related discipline

  • Six (6) 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

  • Eight (8) years or more of professional work related experience

  • High level of proficiency in Excel and PowerPoint

  • Ability to work comfortably with incomplete information and ambiguity in a fast-paced environment

  • Ability to work within a team and with minimal oversight

  • Strong organization skills, ability to prioritize and manage multiple ongoing work streams

  • Proactive problem solver, expected to present problems and recommendations simultaneously

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 Requirements


Relocation Assistance Provided (as applicable) No

Represented/Union Position No

Visa Sponsored Position No

Posting Expiration Date

Friday, December 10, 2021

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.

We are one of the largest electric power holding companies in the United States, supplying and delivering electricity to approximately 7.4 million U.S. customers. We have approximately 52,700 megawatts of electric generating capacity in the Carolinas, the Midwest and Florida – and natural gas distribution services serving more than 1.5 million customers in Ohio, Kentucky, Tennessee and the Carolinas. Our commercial and international businesses own and operate diverse power generation assets in North America and Latin America, including a portfolio of renewable energy assets.

Regardless of your skill set or specific interest, we're looking for the best and brightest talent in the industry. Our people make us great - and we're always looking for more. Find your career path today at Duke Energy, where it's more than a career - it's a chance to make a difference in people's lives.

Brighter opportunities. Brighter futures. Duke Energy values ideas that come from a diverse and inclusive workforce, and we’re dedicated to providing a work environment where all people are valued, respected and able to reach their full potential. Duke Energy is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, childbirth or related medical conditions, including but not limited to lactation, religion, national origin, ancestry, ethnicity, citizenship, sexual orientation, gender identity, gender expression, age, marital status, physical or mental disability, genetic information, medical condition, military status, or protected veteran status. Duke Energy complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination.