Lead Financial Analyst

Important Application Submission Information

Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits.

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.

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.

• 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.

• CPA

• Masters' degree in Accounting or MBA

• 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

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