Financial Analyst II (Customer Experience, Solutions & Services)

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Position Summary

The role will be responsible for accounting, financial analysis, budgeting, and reporting support for the Carolinas regulatory recovery mechanisms, primarily for Customer Delivery and Transmission. This position will also provide business support on financial performance for the State Presidents' organizations at Duke. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the business customers to analyze and report variances, trends and plans. Key activities include financial planning, managing the budget development as well as monthly, year to date, and year-end financial analysis. This position will also support the monthly, quarterly and annual regulatory reporting requirements in the DEC and DEP jurisdictions throughout the year. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success. Effective communication and collaboration skills are essential for this position in order to build effective relationships with stakeholders and promote two-way communication with stakeholders and the finance team.

This is the third level of the financial analysis classification hierarchy. Employees at this level solve more complex problems, in financial areas of specialization, with moderate guidance and direction. Employees are building their knowledge of the organization, processes and customers. Incumbents are expected to develop advanced skills and the ability to work with limited guidance and direction from others.

Responsibilities

• Provide financial, accounting, and business management analytical support to various levels of management and customers.
• Budget development for supported functions.
• Evaluate and report business unit O&M and capital budget variances that allows for accurate financial reporting and accurate year end projections.
• Compile and analyze statistical data to identify and correct errors and to evaluate general content.
• Support the month-end close process through reporting, prepare, checking and/or posting journal entries and accruals on an as needed basis.
• Serve as key interface to business partners on understanding and implementation of financial policies and procedures.
• Prepare financial schedules required to meet monthly and quarterly business unit data requests from Corporate Accounting.
• Work with internal and external auditors, providing necessary information and answering questions as needed.
• Assist in SOX documentation updates and management testing as needed.
• Maintain good working knowledge of accounting policies and impacts as required.
• Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved.
• Overtime may be required during monthly/quarterly/annual closing processes, the annual budget process, and the rollout of new and/or revised processes.

Required/Basic Qualifications

• 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 or working toward CPA
• Advanced degree, preferably in Accounting
• Four (4) or more years of professional work-related experience
• Proficient using Microsoft products such as Excel, Word, and Power Point
• Effective communication and collaboration skills

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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
5-15%

Relocation Assistance Provided (as applicable)
No

Represented/Union Position
No

Visa Sponsored Position
No

Posting Expiration Date
Monday, July 11, 2022
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.

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