Job Description

Location: Raleigh, NC or Charlotte, NC (Hybrid)

Travel: Occasional travel to powerplants in NC & SC

Work Schedule: Monday–Friday | Start between 7–9 AM | End between 4–6 PM

Role Overview:

The Financial Analyst will:

• Lead financial analysis, budgeting, forecasting, and variance reporting
• Support month-end close, including journal entries and accruals
• Develop and maintain consolidated financials across jurisdictions
• Assist with regulatory filings including FERC reports and rate case support
• Partner with project and system owners to enhance reporting tools
• Ensure adherence to GAAP and internal accounting policies
• Provide proactive recommendations to leadership based on financial trends

This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units.

Key Responsibilities:

Financial Analysis & Reporting

• Deliver accurate financial analysis and management reporting
• Consolidate actuals, budgets, and forecasts with clear variance explanations
• Identify and correct data issues to ensure financial accuracy
• Support month-end close and prepare journal entries and accruals
• Assist with governmental filings (FERC, insurance claims, rate case materials)
• Support internal and external audit activities
• Update and support SOX documentation and testing

Budgeting & Business Planning

• Manage planning calendars, budget guidance, and assumptions
• Validate uploaded budgets against target amounts
• Support strategic plans and related presentations
• Coordinate annual budgeting through Hyperion Planning or OneStream
• Partner with leadership to refine business plan content

Leadership & Collaboration

• Build strong working relationships with Finance and RRE business partners
• Provide guidance on complex accounting issues
• Identify cost savings opportunities through independent analysis
• Support initiatives that enhance financial accountability
• Participate in cross-functional projects and best-practice teams

Other Responsibilities

• Lead or assist with special projects as needed
• Identify and implement process improvement opportunities
• Support ad hoc reporting and analysis requests
• Work overtime as required during close and planning cycles

Required Qualifications:

Financial Analyst II

• Bachelor’s in Accounting, Finance, Economics, or related field
• 2+ years of increasingly complex experience
• Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
• Proficiency in Excel, Word, and PowerPoint

Senior Financial Analyst

• Bachelor’s in Accounting, Finance, Economics, or related field
• 3+ years of increasingly complex experience
• Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
• Strong Microsoft Office skills

Desired Qualifications:

• CPA, CIS, CFA, or CMA (or progress toward certification)
• Master’s degree in Accounting, Finance, or MBA
• Experience working with executive leadership
• Utility industry experience
• Strong written and verbal communication skills
• Ability to work independently and proactively
• Experience with Analysis Services
• Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query
• Demonstrated ability to interpret financial trends and present insights

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