Financial Analyst II / Senior Financial Analyst

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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.

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 FP&A Organization. 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 is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Effective leadership, communication and collaboration skills are essential as this position is responsible for functions that cross and impact multiple 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 FP&A 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.

• Work with internal & external auditors; provide necessary information & answer questions as needed.

• 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 OneStream.

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.

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

• Perform other ad hoc requests as necessary.

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

• Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree

• Two (2) 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

• Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree

• 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

• CPA or working toward CPA/CIS, CFA or CMA Certifications

• Advanced degree, preferably in Accounting

• Six (6) years or more of professional work related experience

• 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

• Ability to use Microsoft Business Intelligence Suite and PowerPivot

• 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 relationships 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

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 dailycommute to the assigned Duke Energy facility.

Travel Requirements

Posting Expiration Date

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

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