Financial Analyst II - Customer Products & Services

Important Application Submission Information

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This Financial Analyst II role will have direct involvement in providing financial, planning and analysis support for the Customer Products & Services organizations. The Analyst II position provides an opportunity to get a unique view of Duke's businesses outside of the normal regulated utility operations by supporting organizations that directly drive earnings.

Employees at this level work in a self-directed manner receiving some guidance. This position works closely with business partners to analyze and report variances, trends and plans. Key activities include financial planning, managing budget development as well as monthly, year-to-date, and year-end financial analysis. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success. Employees at this level work in a self-directed manner with additional guidance, interpret internal or external business issues, and recommend solutions.The Analyst II is responsible for cost management accounting, financial analysis and reporting, budget development and providing financial guidance to business partners.

Responsibilities

• This role is a key contributor in the financial planning, budgeting & analysis activities for the previously mentioned organization with additional opportunities to work on special projects.

• This position partners with the business lines reporting to the VP leaders to provide solutions to all financial and accounting needs.

• Analysts provide technical/functional expertise in working with business partners to analyze the financial performance of the lines of business. This requires the ability to understand accounting and regulatory questions, coordinate special projects, and assist in the establishment of new products and lines of business along with other projects developed by the business.

• Significantly contribute to the month-end close process which includes but is not limited to:

  • Posting journal entries and accruals

  • Performing account reconciliations

  • Proactively analyzing financial results for abnormalities

  • Providing financial results timely to business partners ensuring accurate variance explanations, watchlist items and projection changes are captured and reported to upper levels of management

  • Supporting the ROCR and P&L reporting processes

• Respond timely to any and all ad-hoc, regulatory, audit, and other data requests.

• Support the budget and business planning process including communication of budget guidance, assumptions, and timelines for assigned areas as well as providing any presentation material to aid the process.

• Build relationships and promote communication with business partners and Finance peers.

• Develop an in-depth knowledge of the business areas supported to anticipate needs and requirements from a financial and accounting perspective.

• Act as a liaison between the business and all other finance and accounting organizations to help resolve any outstanding issues, concerns, or questions.

• Coordinate and manage various projects and initiatives that arise throughout the normal course of business.

• Identify, develop, and implement continuous process improvement opportunities.

• Consolidate and roll-up financial results and analysis for executive level reporting.

• Support the development of insight/tools and practices to enhance projection accuracy.

• Actively seek to identify and meet business partner needs with a sense of urgency, taking ownership of issues and problems until resolved.

Required/Basic Qualifications

• Bachelor's degree with major in Accounting/Finance or related discipline

• At least 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 tools (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) years or more of professional work-related experience

• Prior experience supporting business FP&A efforts

• Knowledge of financial applications used by Duke Energy FP&A - Power Pivot, PeopleSoft, Hyperion, SAS business rules, Power Plan, OneStream, and Reporting trees

• Experience interfacing effectively with VP and higher leadership

• Experience with regulatory, non-regulatory, utility, and Energy Efficiency Programs

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• Possesses and applies fundamental accounting and finance concepts, practices, and procedures

• Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects)

• Proficient using Microsoft products such as Excel, Word, and Power Point

• Master's in Accounting or MBA

• Professional certification (e.g., CPA, CFA)

Mobility Classification - Hybrid

Travel Requirements

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