Financial Analyst I or Financial Analyst II

Important Application Submission Information

In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Sunday, January 4, 2026

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.

Primary locations for this position are: Charlotte, NC or Raleigh, NC and any other local areas surrounding Raleigh & Charlotte.

This 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 Enterprise Safety & Generation Services. This position will provide direct support to the senior leadership within the ESGS organization. The ESGS organization manages all coal ash activities within Duke Energy’s six (6) jurisdictions and as such this position will support all work activities in all jurisdictions. The ESGS Finance team supports consolidated total annual spend of ~$2.0 billion for O&M, Capital, COR and ARO. In addition, team supports the ARO life to date forecasted spend of $8-10 billion for the next 30-40 years as well as the cost recovery via rate cases and ongoing Coal Combustion Residual (CCR) insurance claim/litigation ranging $3-5 billion in potential future recovery.

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, O&M, COR & ARO 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 and jurisdictions.

Job Responsibilities And Duties

Ensure timely and accurate analysis and reporting:

- Provide and present accurate and relevant financial analysis and management reporting to the CCP 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 claim, recoverables, ARO Calculations etc.

- 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.

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 processes.

- Perform other ad hoc requests as necessary.

Basic Qualifications - 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

Basic Qualifications - Financial Analyst II

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

- Two (2) 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, CIS, CFA or CMA Certifications (or working toward certification)

- Master’s in Accounting, Finance or Business Administration

- 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 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.

- Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments

- Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.)

- Proficient use of Power BI and Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & Power Point.

Working Conditions

- Hybrid

Travel Requirements

5-15%

Relocation Assistance Provided (as applicable)

No

Represented/Union Position

No

Visa Sponsored Position

No

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

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