Lead Financial Analyst

Important Application Submission Information

In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Saturday, January 24, 2026.

More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us – help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits.

This position has a preferred location of Charlotte, NC. The hiring manager may choose to consider other locations: e.g. Raleigh, NC or Florida/Mid-West.

This Lead Financial Analyst position is responsible for leading and providing financial support for various Corporate Groups. This position will also provide the selected candidate with an opportunity to grow one’s leadership skills by directing and reviewing the work of Financial Analysts on the team. This position will also provide opportunities for direct exposure to C‑Level executives.

Employees at this level solve complex problems and interpret internal or external business issues and recommend solutions. Incumbents provide leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates. The employee may also regularly lead projects and work independently, with guidance in only the most complex situations.

Incumbents have specialized depth and/or breadth of expertise. The Lead Financial Analyst is required to perform all of the duties of the senior in addition to the following: leads business and peer teams to drive results, directs workplan and effective project completion within the department, leads change initiatives among peers, steps into a supervisory role when the Manager is not available, leverages industry knowledge to provide business context for decisions, identifies initiatives to improve business outcomes, communicates and integrates segment knowledge, enterprise drivers, and regulatory influences, and works independently to provide strong context for decision-making.

Ensure timely and accurate analysis and reporting:

• Provide and present accurate and relevant financial analysis and management reporting to the FP&A 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
• Work with internal & external auditors; provide necessary information & answer questions as needed
• Maintain good working knowledge of accounting policies and impacts as required

Ensure Effective Budget & Business Planning Process:

• 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

Leading And Building Relationships:

• 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…