Lead Financial Analyst

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 Wednesday, July 22, 2026

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Job Summary

This is the fifth level of the financial analysis classification hierarchy. Progression to this level is typically restricted on the basis of business need. Employees at this level solve complex problems and interpret internal or external business issues and recommend solutions. Incumbents provide leadership (advising and providing direction) to others in financial areas of specialization, and may coordinate daily work activities or review the work of other teammates. Employee may also regularly lead projects. Employee works independently, with guidance in only the most complex situations. Incumbent has specialized depth and/or breadth of expertise.

The Lead Financial Analyst is required to perform all of the duties of the senior in addition to the following: Leads business and peer teams to drive results. Directs workplan and effective project completion within the department. Leads change initiatives among peers. When manager not available, the lead can step into supervisory role. Leverages industry knowledge to provide business context for decisions. Identifies initiatives to improve business outcomes. Communicates and integrates segment knowledge, enterprise drivers, and regulatory influences. Works independently and provides strong context for decision making.

Responsibilities

Strategic Consulting

• Demonstrate leadership as a consultant or subject matter expert for technical/functional/strategic issues, provide guidance and assistance for questions and problems related to financial business management.
• Build financial acumen across customer group supported.

Achieve financial results

• Achieve financial performance targets by providing financial, accounting, and business management analytical insight to executives and senior leaders. Includes budgeting, reporting and projection activities.

Peer Leadership

• Direct workplan and effective project completion among other employees on the team through effective leadership and influence skills.
• Ensure peers have appropriate training to perform tasks.

Drive Initiatives

• Lead various special projects/initiatives and financial studies.

Compliance Assurance

• Establish proper business and financial processes to ensure adherence to internal controls.

Accounting review/approval

• Review and/or approve accounting journal entries including accruals and corrections.

Required Qualifications

• Bachelor's degree in Accounting or Finance or Economics or Other Related Degree
• In addition to required degree, 5 years related work experience
• Must have 5+ years (8+ desired) of increasingly diverse or complex experience in related field in addition to degree.
• Years of prior equivalent work-related experience in lieu of a degree is N/A unless grandfathered in and requires CFO Staff approval.

Desired Qualifications

• CPA
• Masters' degree in Accounting or MBA

Additional Preferred Qualifications

• 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 FMIS, Power Plant, etc.) and query tool (Business Objects)
• Proficient using Microsoft products such as Excel, Word, and Power Point
• Masters in Accounting or MBA
• CPA, CIA, CFA or CMA is strongly encouraged for achieving the Lead Analyst level or higher position

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.
• M-TH 4-10s with 2 days in office or M-F 5-8s with 3 days in office

#LI-BM1

#LI-Hybrid

Travel Requirements
Not required

Relocation Assistance Provided (as applicable)
No

Represented/Union Position
No

Visa Sponsored Position
No. This is not a Visa Sponsored Position. This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.

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

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