Lead Financial Analyst - RRE, ESGS & GTSO Consolidations Finance, FP&A

About the position

The Lead Financial Analyst position will report to the Director of RRE, ESGS & GTSO Finance, supporting the Regulated & Renewable Energy (RRE), Enterprise Safety & Generation Services (ESGS), and Generation Transition & System Optimization (GTSO). This position will support the RRE, ESGS & GTSO's, O&M and Capital consolidations, reporting and analysis for a combined total annual budget of approximately $4-5 billion. The Lead will be responsible for coordinating the cost management reporting, accounting and financial analysis, business planning and all key operational finance functions. The Lead will provide support to the organization's senior leadership as needed. RRE is responsible for operating and maintaining over 43,000 MWs of generating capacity (approximately 80% of Duke Energy's total regulated generating capacity), including Coal, Combined Cycle, Combustion Turbine, Hydro-Electric and Regulated Solar Energy generation across six states. Total annual budget is approximately $2 billion between O&M, Capital, ARO and Cost of Removal (COR). ESGS is responsible for a variety of different support organizations: Environmental, Health & Safety (EH&S), Coal Combustion Products (CCP), Enterprise Operational Excellence, Enterprise Training, Project Controls and Central Operational & Services Oversight (COSO). GTSO is responsible for the integrated resource planning and execution, technology determinations, renewables project development, fuels and system optimization and major project management and construction to help meet Duke Energy's clean energy transformation goals across all jurisdictions. Total annual budget is approximately $1-2 billion between O&M, Capital and ARO.

Responsibilities

• Coordinate and prepare RRE's consolidated cost management reporting, variance analysis, year-end projections for Corporate ROCR, RRE Executive financial summaries and other financial presentations as needed.
• Coordinate the month-end close activities.
• Validate projections uploaded to correct target amounts.
• Prepare and or review and post journal entries (accruals and corrections).
• Provide financial, accounting, and business management analytical support to various levels of management and business partners.
• Analyze data, identify and correct errors to ensure accuracy and integrity of financial information.
• Oversee, monitor and modify as appropriate all allocation steps.
• Coordinate, prepare and or assist in research and providing answers for all various requests: internal/ external audits, rate case and regulatory filings/audits, etc.
• Serve as a resource for technical expertise, guidance, and assistance for questions and problems related to financial business management to all business partners, peers and teammates.
• Coordinate the overall budget and business planning process (the annual budget development and long-range planning process).
• Ensure adherence to GAAP and internal company financial policies and procedures.
• Achieve financial performance targets by providing financial, accounting, and business management analytical insight to executives and senior leaders.
• Demonstrate leadership as a consultant or subject matter expert for technical/functional/strategic issues.
• Direct work plan and effective project completion among other employees on the team through effective leadership and influencing skills.

Requirements

• Bachelor's degree in Accounting/Finance/Economics or similar discipline with prior work experience in a Finance organization.
• Five (5) years or more of increasingly diverse or complex experience in related field in addition to degree.
• Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments.
• Proficient using Microsoft products such as Excel, Word, and Power Point.

Nice-to-haves

• In addition to desired degree, 8 years related work experience.
• CPA, CIS, CFA or CMA Certifications (or working toward certification).
• Master's in Accounting, Finance or Business Administration.
• General understanding of GAAP accounting principles and internal controls.
• Experience in effectively interfacing with executive leadership.
• Excellent oral and written communication skills including negotiating.
• Excellent organization skills including ability to manage time, workload and competing priorities.
• Broad knowledge of utility environment- specific expertise in Generation business acumen and providing financial support to Regulated & Renewable Energy (RRE) function.