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Duke Energy

Runs regulated power and gas utilities in the US

Corporate Finance Senior Analyst or Lead Analyst

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, Business Administration, Engineering, or a related field is required.
  • At least three years of related experience are required for consideration at the Senior Analyst level, or at least five years for consideration at the Lead Analyst level.
  • Proficiency with Microsoft Office applications is required.

Responsibilities

  • Support or lead assigned rate case activities, including development of minimum filing requirement schedules, intervenor discovery responses, Treasury deliverables, and cross-functional responses.
  • Draft and support testimony related to financing, capital structure, cost of capital, and other corporate finance matters.
  • Coordinate responses across Treasury and other Finance organizations to promote consistency and accuracy.
  • Provide hearing preparation and on-call support during active regulatory proceedings.
  • Support or lead financial analysis and execution of strategic financing initiatives, including securitizations, tax-exempt financings, and alternative financing structures.
  • Evaluate financial and customer impacts associated with emerging opportunities, capital investment strategies, and special projects.
  • Monitor markets and develop financing alternatives and recommendations regarding evolving capital markets trends.
  • Support analysis of financing for large infrastructure investments, special-purpose vehicles, and potential customer-sponsored financing arrangements.
  • Support analysis and execution of storm recovery and other securitization transactions.
  • Develop financing analyses and financial models, and assess whether model outputs are reasonable.
  • Coordinate with Regulatory, Legal, Financial Accounting and Analysis, Accounting, Tax, investment banks, and consultants to support transaction execution.
  • Coordinate cross-functional initiatives involving Treasury, Regulatory, Tax, Financial Planning and Analysis, Accounting, Legal, and business unit personnel.
  • At the Lead level, independently lead complex initiatives, coordinate stakeholders, identify issues, and drive deliverables to completion.
  • Support planning and execution of multiple tax-exempt financing transactions and related inducement resolutions.
  • Identify and evaluate new tax-exempt financing opportunities and preserve financing options.
  • Serve as a Corporate Finance liaison supporting efforts related to governmental authority financing programs.
  • Coordinate financing draw requests, liquidity planning, financing analyses, and administration requirements.
  • Develop forecasts for draw requests and related planning.
  • Develop financial analyses requested by Transaction and Risk Committee Corporate Review Team points of contact.
  • Develop and maintain financial models used to evaluate project economics and regulatory lag.
  • Provide ad hoc analytical and transaction support for debt capital markets, equity capital markets, and interest rate hedging activities in collaboration with the Director, Credit and Capital Markets, and the Assistant Treasurer.
  • Prepare periodic Treasury position, SEC, and Investor Relations reporting requirements.
  • Draft financing authorization applications filed with utility regulatory commissions.
  • Assist with external relationships, including banking partners, investors, credit rating agencies, and outside counsel.

Desired Qualifications

  • Experience in corporate finance, corporate development, treasury, investment banking, utility finance, project finance, regulatory finance, or a related discipline.
  • Experience supporting financing transactions, regulatory proceedings, or large capital projects.
  • Six or more years of increasingly diverse or complex experience in a related field.
  • Utility industry experience.
  • An advanced degree, such as an MBA, or an advanced certification, such as CPA or Chartered Financial Analyst.
  • Project management or Lean certification.
  • Ability to prioritize, manage, and track multiple assignments independently, with strong intellectual curiosity.
  • Demonstrated ability to manage assignments and drive results in ambiguous environments; Lead-level candidates should demonstrate experience leading complex workstreams with limited direction.
  • Strong analytical, financial modeling, and problem-solving capabilities, including the ability to assess the reasonableness of model outputs.
  • Working knowledge of cost of capital, discounted cash flow analysis, and time value of money concepts; deeper practical application is expected at the Lead level.
  • Knowledge of utility regulation, capital structure, credit metrics, securitizations, tax-exempt financings, relevant accounting, and capital markets.
  • Strong project management and executive functioning skills, with the ability to coordinate multiple stakeholders across business units and functions.
  • Strong written, verbal, and presentation skills.
  • Willingness to perform both strategic and detailed work needed to advance a workstream and support broader Treasury objectives.
  • Ability and desire to identify and implement process improvements, including effective use of new and existing tools.
  • Advanced Excel capabilities.

About the Company

Duke Energy

Runs regulated power and gas utilities in the US

Duke Energy runs regulated electric utilities that generate, transmit and sell power to homes and businesses in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky, and its natural gas utilities deliver gas in five states. Within those territories it holds exclusive rights to serve customers, so it builds and operates its own power plants, transmission lines and local grids, drawing on nuclear, natural gas, coal, hydroelectric and solar generation. Customers pay rates approved by state utility commissions, which let Duke earn a set return on what it builds. Duke Energy traces its roots to 1904, when tobacco industrialist James B. Duke backed a hydroelectric venture, and it is based in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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