Lead Financial Analyst
Listed on 2026-07-14
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance
Important Application Submission Information
Please submit your application by 11:59 PM on Wednesday, July 22, 2026 to ensure it is received before the posting expires.
Job SummaryThis is the fifth level of the financial analysis classification hierarchy. Employees at this level solve complex problems, interpret internal or external business issues, and recommend solutions. The role requires leading and advising others in specialized financial areas, coordinating daily work activities, and reviewing the work of teammates. Incumbents may also regularly lead projects and work independently with minimal guidance, providing specialized depth and breadth of expertise.
Responsibilities- Lead business and peer teams to drive results.
- Direct the workplan and ensure effective project completion within the department.
- Lead change initiatives among peers and step into a supervisory role when the manager is unavailable.
- Leverage industry knowledge to provide business context for decisions.
- Identify initiatives to improve business outcomes and communicate these across segments, enterprise drivers, and regulatory influences.
- Working independently to provide strong context for decision‑making.
- Serve as a consultant or subject‑matter expert for technical, functional, and strategic financial business management issues.
- Achieve financial performance targets by providing analytical insight to executives and senior leaders, including budgeting, reporting, and projection activities.
- Ensure peers receive appropriate training and are capable of performing tasks.
- Lead special projects, initiatives, and financial studies.
- Establish and maintain proper business and financial processes to ensure adherence to internal controls.
- Review and approve accounting journal entries, including accruals and corrections.
- Bachelor's degree in Accounting, Finance, Economics, or a related field.
- Minimum of 5 years of related work experience, with 8+ years desired, showing increasingly diverse or complex experience.
- Prior equivalent work‑related experience is not accepted unless grandfathered with CFO staff approval.
- Certified Public Accountant (CPA) designation.
- Master's degree in Accounting or an MBA.
Preferred Qualifications
- Comprehensive knowledge of accounting and finance principles, practices, and procedures for complex assignments.
- Experience with financial applications such as People Soft FMIS, Power Plant, and query tools like Business Objects.
- Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Advanced credentials (e.g., CPA, CIA, CFA, CMA, or MBA) strongly encouraged for the Lead Analyst level or higher.
Hybrid Mobility Classification – work performed from both remote and onsite locations after onboarding. Hybrid employees should live within a reasonable daily commute to a Duke Energy facility. Typical schedules include M‑TH 4‑10a.m. with two days in the office, or M‑F 5‑8a.m. with three days in the office.
Travel RequirementsNot required.
Relocation AssistanceProvided as applicable.
Union StatusNo represented/union position.
Visa SponsorshipNo visa‑sponsored position. Candidates must be legally able to work in the U.S. without future employment‑based immigration sponsorship.
Equal‑Employment Opportunity StatementDuke Energy is an equal‑opportunity employer and encourages applications from all qualified individuals, regardless of race, color, religion, sex, national origin, age, disability, or veteran status. The company is a guaranteed employer for persons with disabilities, including veterans, and protects against discrimination based on any protected characteristic. Duke Energy complies with all applicable local, state, and federal laws governing employment practices.
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