Lead Financial Analyst

Overview

Lead Financial Analyst – Forecasting Systems & Reporting. The financial analyst forecasting systems and reporting acts as the system administrator for UI Planner, the software system used to create the company’s financial forecast. This position works independently to administer the UI system. This position applies financial accounting knowledge and understanding of financial transactions combined with IT systems and data knowledge to ensure transactions are modeled correctly.

This position is responsible for creating forecast scenarios, managing system accesses, providing technical assistance for questions and requests, coordinating with UI vendor and company IT for troubleshooting issues or coordinating system upgrades. This position provides training for UI Planner for UI users. It also leads the budget and 5-year forecast process for the Other Segment, modeling all financial transactions for Other Segment and ensuring budgets align correctly.

This includes budgeting and modeling money pool and intercompany accounts.

Please submit your application by 11:59 PM on Wednesday, February 25, 2026.

• Administers the UI Planner system, acting as the technical expert on the system and how financial transactions are modeled in the system.
• Ensures UI Planner is operating correctly; works with IT and vendor partners to troubleshoot issues and coordinates system updates. Serves as the key contact for new builds/improvements/testing of UI Planner.
• Provides direction and training to UI Planner users in forecasting and tax.
• Creates, opens, and closes forecast scenarios in UI Planner. Plans, coordinates, and executes UI Planner training, testing, and build-out.
• Performs financial actualization for the forecast tool.
• Provides support for the rate case process in all regulated jurisdictions to produce schedules required for rate case filings and related discovery requests.
• Guides team members to ensure scenarios are updated. Serves as the key contact to problem-solve UI Planner issues/questions.
• Develops UI system improvements and methods for modeling complex financial transactions.
• Ensures transactions are modeled in compliance with accounting rules and forecast expectations.
• Leads the 5-year forecast process for the Other Segment, modeling all financial transactions for Other Segment and ensuring budgets align correctly.

• Bachelor’s degree with major in Accounting/Finance or related discipline
• Five (5) plus years of increasingly diverse or complex experience in related field in addition to degree
• Possesses and applies fundamental accounting and finance concepts, practices, and procedures
• Experience with financial applications (e.g., People Soft, HFM, Power Plan) and query tool (WebI)
• Experience using Microsoft products such as Excel, Word and Power Point

• Eight (8) plus years of increasingly diverse or complex experience in related field in addition to degree
• Strong systems and technology skills and regulated accounting experience
• Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments
• Masters in Accounting or MBA
• CPA, CIA, CFA or CMA is strongly encouraged for achieving the Lead Analyst level or higher position

• 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.
• Office Environment

• Must have 5+ years (8+ desired) of increasingly diverse or complex experience in related field in addition to degree. Requires CFO Staff approval.
• Years of prior equivalent work related experience in lieu of a degree is N/A unless grandfathered in and requires CFO Staff approval.

5-15%

Relocation Assistance Provided (as applicable)

No

Represented/Union Position

No

Visa Sponsored Position

No

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

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