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Senior Financial Analyst – RRE Midwest Finance, FP&A
Duke Energy Corporation. Provide day-to-day cost management, accounting and financial analysis for the Regulated & Renewable Energy Midwest organization .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and compliance within the regulated energy sector, with a strong focus on GAAP adherence and process improvements. Proficient in utilizing financial applications and tools to support budgeting, forecasting, and variance analysis.
Highest-signal resume keywords
Financial AnalysisGAAP ComplianceBudgeting and ForecastingPower BI ProficiencyCPA or CFA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingVariance AnalysisCost ManagementAccounting PrinciplesData Analysis
Soft Skills
Strong Communication SkillsTeam CollaborationProactive Problem SolvingRelationship Building
Tools & Technologies
PeopleSoftPower BIExcelPowerPivotPower Query
Certifications & Qualifications
CPACFACMA
Industry Keywords
Regulated EnergyO&M SpendingFERC ReportingUtility EnvironmentFinancial Policies
About the role
Key responsibilities & impact- Provide day-to-day cost management, accounting and financial analysis for the Regulated & Renewable Energy Midwest organization
- Support multiple leaders with oversight of approximately $400M in O&M and capital spending
- Provide financial reporting support for management, operational and external reporting
- Analyze and report variances, trends and plans
- Develop consolidated financials for jurisdictional reporting and forecasting
- Define and improve reporting requirements and their impact on source databases and reports
- Work with project teams to test database and reporting solutions and develop new reporting solutions
- Help ensure adherence to GAAP and internal financial policies and procedures
- Maintain accurate standard financial reports and respond to end-user inquiries
- Support regulatory reporting, environmental clause cost management and pass-through items
- Prepare and present financial analysis and management reporting for strategic decision-making
- Consolidate actuals, budgets and forecasts, including variance explanations
- Identify and correct data errors and support month-end close activities
- Prepare, review or post journal entries and accruals
- Assist with FERC reports, rate case support, insurance claims and recoverables
- Work with internal and external auditors and support SOX documentation and testing
- Support budget and business planning, including guidance, assumptions, calendars and presentations
- Coordinate annual budgets using Hyperion Planning/OneStream Planning
- Build relationships with business partners and Finance peers
- Identify cost-reduction opportunities and help resolve customer issues
- Coordinate projects, initiatives and continuous process improvements
- Lead or assist with special projects and participate in peer teams
- Perform ad hoc requests and overtime work as required during closing, planning and process rollouts
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Economics, or a similar discipline with prior accounting/finance/economics work experience
- Financial Analyst II: 2 years of increasingly diverse or complex experience in a related field in addition to degree
- Senior Financial Analyst: 3+ years of increasingly diverse or complex experience in a related field in addition to degree
- CPA, CIS, CFA or CMA certification (desired; working toward certification accepted)
- Master’s in Accounting, Finance or Business Administration (desired)
- Experience interfacing with executive leadership
- Strong oral and written communication skills
- Ability to perform at lead level and serve as a subject matter expert
- Ability to develop process improvements and recommend best practices
- Ability to work independently with proactive recommendations and limited supervision
- Broad knowledge of utility environment and business unit operations
- Ability to analyze financial information and identify variances, trends and irregularities
- Ability to work in a team environment and maintain productive relationships
- Ability to meet deadlines and respond quickly to changing needs
- Comprehensive knowledge of accounting and finance principles, practices and procedures
- Experience with financial applications such as PeopleSoft, WebI, Power Plant and Analysis Services
- Proficient use of Power BI, PowerPivot, Power Query, Excel, Word and PowerPoint
- Experience with PeopleSoft FMIS, Power Plant and Business Objects (preferred)
- Professional certification such as CPA or CFA (preferred)
- Ability to work lawfully in the U.S. without employment-based immigration sponsorship now or in the future
- Must live within a reasonable commute of the designated Duke Energy facility, not greater than 50 miles one way
- Ability to report onsite an average of 3 full workdays per regular workweek after onboarding
- Travel requirement of 5–15%
Benefits
Comp & perks- Friendly work environment
- Opportunities for growth and development
- Recognition for your work
- Competitive pay and benefits
- Hybrid work arrangement
- Relocation assistance as applicable (none indicated for this role)