Senior Financial Analyst

3 weeks ago

Charlotte, North Carolina, United States Duke Energy Full time

The Senior Financial Analyst is responsible for reporting, budgeting, forecasting and providing financial analysis in the FP&A group of the Natural Gas Business Unit (NGBU), including Piedmont Natural Gas and Duke Energy Midwest Gas in KY and OH.

The analyst will work closely with teammates, peers, and management on various financial activities including preparation of NGBU internal reporting, monthly and YTD variance reporting at a granular level. The position will analyze and research ad-hoc requests, develop reporting, create efficiencies, and effectively prepare presentations for management review and decision making. This position will support both Capital and O&M work, consulting and partnering with NGBU leadership on financial priorities and challenges. This position works closely with the overall Finance organization as well as Regulated Utility Gas Operations Accounting group. Effective communication and relationship building are crucial to succeed in this role.

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 demonstrated ability to work to solve complex problems/issues. Incumbents also act as a resource for less experienced employees.

Responsibilities
  • Prepare NGBU reporting including the ROCR and support
  • Work with others to develop explanations of the NGBU results and drivers
  • Work with business partners to develop O&M budgets and assist in loading into Onestream
  • Assist in capital forecast preparation and updates in PowerPlan at a funding project level
  • Prepare and review standard and correcting journal entries
  • Understand and own NGBU allocations
  • Assist with data requests from Regulatory and external auditors and other customers
  • Help develop enhanced powerBI reporting
  • Provide accounting support as needed
  • Understand and maintain proper business and financial processes to ensure adherence to internal controls and policies
  • Identify process improvements and assist in implementation to produce efficiencies at all stages of the finance process

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
  • Effective communication, both oral and written, and collaboration skills
  • Proficient using Microsoft products such as Excel, Word, and PowerPoint
  • Previous experience with project lifecycles, budgeting and forecasting
  • Previous experience with financial analysis
  • Demonstrate ability to work in a team environment and foster good relationships with teammates and business partners
  • Advanced analytical and critical thinking skills
  • Operational business support experience
  • Previous experience in Utility, utility asset or regulatory accounting environment
  • Advanced analytical and critical thinking skills - including data analytics
  • Ability to effectively perform at the experienced analyst level, including ability to work independently, manage competing priorities, and adhere to strict deadlines and schedules

Read the full posting.

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