Finance Associate OR Financial Analyst I (3 open positions)

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Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.

Position Summary

The position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the organization from a jurisdictional and functional basis. This position will provide direct support to the senior leadership within the organization.

• RRE (Regulated Renewable Energy) 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 $3 billion between O&M, Capital, ARO and Cost of Removal (COR).

• SPC (System Planning & Construction) is responsible for the long-term planning of generation, transmission and fuel supply. SPC is also responsible for the company's energy infrastructure project development and construction, ensuring reliable, efficient energy delivery and strategic growth. SPC's responsibilities include resource planning and execution, generation technology determinations, renewables and battery energy storage project development, grid planning and integration, fuel procurement, system optimization, major project management and construction. These efforts are critical in supporting operations of Duke Energy's existing 55,000-megawatt fleet and realizing its ambitious energy modernization goals, while keeping reliability and customer value in the forefront. This role will support work activities across all (6) jurisdictions. Total annual budget is approximately $4-6 billion between O&M, Capital and Study and is expected to increase with all the expected growth in new generation. In addition, the SPC Finance team supports the Carolinas One Utility program, which is targeted to combine the Duke Energy Carolinas and Duke Energy Progress utilities at the beginning of 2027.

• ESEE (Environmental Services and Enterprise Excellence) is responsible for a variety of different support organizations: Environmental, Health & Safety (EH&S), Coal Combustion Products (CCP), Enterprise Operational Excellence and Enterprise Training. The ESEE organization manages the safety and environmental compliance and coal ash activities within Duke Energy's six (6) jurisdictions and as such this position will support all work activities in all jurisdictions. The ESEE Finance team supports consolidated total annual budget of ~$700M (O&M, Capital, COR, ERL and ARO). In addition, team supports the ARO life to date forecasted spend of ~$10 billion for the next 30-40 years as well as the cost recovery via rate cases.

Position will frequently interface with different departments within the company, such as Asset Accounting, Corporate Controllers & Accounting, Rates & Regulatory, Tax, Forecasting, internal/external auditors and all corporate finance departments for issues/resolution on financial/cost management items.

This position requires a blended knowledge of operational, technical and functional financial reporting and analysis skills. This position works closely with the organization to analyze and report variances, trends and plans. This position will analyze and develop the financials for jurisdictional reporting and forecasting. This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital and O&M Charging guidelines, etc.) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Position will provide Regulatory knowledge including familiarity with interconnection agreement cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. Effective leadership, communication and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple generation fuel types, regions and jurisdictions.

Position must have strong ability to execute financial activities, evaluate change management efforts, and participate in business process improvement efforts. The Lead Financial Analyst is required to perform all their duties and can back up the Senior Financial Analysts and Lead Financial Analyst when needed. Position works independently, with guidance as needed in more complex situations. Effective leadership, communication and collaboration skills are essential for this position as this position is responsible for functions and activities that impact a variety of different departments within the company. Maintaining a positive outlook is critical.

Note: This posting is for one position. Dependent on relevant experience, the level to which a candidate is aligned is outlined below.

Required/Basic Qualifications (Finance Associate)

• Bachelor's degree in (Accounting/Finance/Economics) OR a Bachelor's degree in a similar discipline with prior (accounting/finance/economics) work experience

Required/Basic Qualifications (Financial Analyst I)

• Bachelor's degree in (Accounting/Finance/Economics) OR a Bachelor's degree in a similar discipline with prior (accounting/finance/economics) work experience

• One (1) years or more of increasingly diverse or complex experience in related field in addition to degree

Desired Qualifications

• CPA, CIS, CFA or CMA Certifications (or working toward certification)

• Master's in Accounting, Finance or Business Administration

• Experience in interfacing with executive leadership

• Strong oral and written communication skills

• Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge

• Demonstrated ability to work independently with proactive recommendations and limited supervision

• Broad knowledge of utility environment and its business units/operations

• Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management

• Ability to work in a team environment & foster good relationship with teammates & business partners

• Ability to build and maintain productive working relationships at all levels within the organization

• Proven analytical and skills

• Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach

• 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, WebI, Power Plant, Analysis Services etc.)

• Proficient use of Power BI, PowerPivot, Power Query and Microsoft products such as Excel, Word, & Power Point

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 the assigned Duke Energy facility

• M-F 5-8s - hybrid schedule with 3 days in-office at Duke Energy Plaza

• Office Environment

Specific Requirements

• Years of prior equivalent work-related experience in lieu of a degree is N/A unless grandfathered in and requires CFO Staff approval