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
Job Tags
Work at office, Monday to Friday,