Lead Financial Analyst - Carolinas Forecasting
Listed on 2026-10-18
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Reporting
In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, October 22, 2026
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Job SummaryThis Lead Financial Analyst position is responsible for providing financial support for regulated jurisdictional forecasting in the Carolinas. This position will have specific job responsibilities assigned and will receive direction from the Director of Carolinas Forecasting & Planning. Key areas of focus will include, but not be limited to, forecasting capital, wholesale, and fuel along with insightful analytics and management reporting.
Key interface groups will include Rates & Regulatory Planning, Wholesale Power Sales, Accounting, FP&A, and Resource Planning.
- Modeling portions of the 5-year financial forecast for the Carolinas based on inputs provided by various stakeholder groups. Primary areas of responsibility include, but are not limited to, wholesale, fuel, and capital.
- Performing analytics to validate modeling results, compiling Senior Management and Board presentation materials, and ad hoc reporting/data requests.
- Managing capital inputs including AFUDC, depreciation expense, recoverability and cash flow impacts. Requires partnering with FP&A functional support teams to understand capital needs to align with operational plans.
- Partnering with Rates & Regulatory Strategy department to develop and model strategic regulatory assumptions
- Analyzing and communicating key business drivers of financial statements including impacts on return on equity, capitalization structure, credit metrics, etc.
- Providing monthly updates on current year projected earnings to FP&A leadership and preparing presentation materials for State Presidents
- Supporting accounting department on monthly actual versus budget analyses
- Assisting in strategic planning scenarios to evaluate earnings per share and cash flow impacts
- Working collaboratively with business partners; coordinating with numerous groups across finance and the business to build assumptions in creating the jurisdictional financial and operational plan
- Bachelor's degree in Accounting/Finance/Economics or similar discipline with prior work experience in a Finance organization
- Must have 5+ years (8+ desired) of increasingly diverse or complex experience in related field in addition to degree.
- Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
- Proficient using Microsoft products such as Excel, Word, and Power Point
- Knowledge of GAAP
- Financial modeling experience
- Strong understanding of Duke Energy's regulated business
- Experience with financial applications (i.e., People Soft FMIS, Power Plant, etc.) and query tool (Business Objects)
- Experience with financial planning applications (UI Planner, One Stream)
- Advanced PowerPoint Skills
- Excellent analytical and problem-solving skills
- Advanced Excel skills
- Excellent communication and collaboration skills
- Well organized and flexible to shifting priorities
Hybrid Mobility Classification - Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees must live within a reasonable commute to their designated Duke…
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