Financial Analyst II / Senior Financial Analyst – FP&a Department
| Company | Duke Energy |
|---|---|
| Location | Bedford, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree with major in Accounting, Finance, Economics, or Other Related Degree
- Two (2) plus years of increasingly diverse or complex experience in related field in addition to degree (for Financial Analyst II)
- Three (3) plus years of increasingly diverse or complex experience in related field in addition to degree (for Senior Financial Analyst)
- Possesses and applies fundamental accounting and finance concepts, practices, and procedures
- Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI)
- Experience using Microsoft products such as Excel, Word and Power Point
Responsibilities
- Provide and present accurate and relevant financial analysis and management reporting to the RRE Organization and respective senior management to enable strategic decision-making
- Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations
- Analyze data, identify and correct errors to ensure accuracy and integrity of financial information
- Coordinate and support the month-end close activities
- Prepare, check and/or post journal entries and accruals on an as needed basis
- Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claims and recoverables as needed
- Work with internal & external auditors; provide necessary information & answer questions as needed
- Assist in SOX documentation updates and management testing
- Maintain good working knowledge of accounting policies and impacts as required
- Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections
- Validate budgets uploaded to correct target amounts
- Develop and support department budget, strategic plan and related presentation material
- Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content
- Coordinate the preparation of annual budgets utilizing Hyperion Planning/One Stream Planning tool
- Build relationships & promote two-way communication with business partners and Finance peers
- Help provide guidance to team on complex accounting issues
- Proactively help identify cost reduction opportunities through independent analysis
- Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved
- Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner’s organization
- Coordinate & manage various projects & initiatives that arise throughout the normal course of business
- Identify, develop and implement continuous process improvement opportunities
- Lead and/or assist with special projects and requests as required
- Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization
- Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes
- Perform other ad hoc requests as necessary
Preferred Qualifications
- CPA, CIS, CFA or CMA Certifications (or working toward certification)
- Master’s in Accounting, Finance or Business Administration
- Experience in interfacing with executive leadership
- Strong oral and written communication skills
- Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge
- Demonstrated ability to work independently with proactive recommendations and limited supervision
- Broad knowledge of utility environment and its business units/operations
- Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management
- Ability to work in a team environment & foster good relationship with teammates & business partners
- Ability to build and maintain productive working relationships at all levels within the organization
- Proven analytical and skills
- Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach
- Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments
- Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.)
- Proficient use of Power BI, PowerPivot, Power Query and Microsoft products such as Excel, Word, & Power Point