Financial Analyst II Job at Duke Energy – 3.9 in Saint Petersburg, FL

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Job Summary

The role will be responsible for accounting, financial analysis, budgeting, and reporting support to Customer Delivery Florida business unit. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the business customers to analyze and report variances, trends and plans. Key activities include financial planning, managing the budget development as well as monthly, year to date, and year-end financial analysis. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success.


Provide financial, accounting, and business management analytical support to various levels of management and customers.

Budget development for supported functions.

Evaluate and report business unit O&M and capital budget variances that allows for accurate financial reporting and accurate year end projections.

Support the reporting process within the Florida South Coastal Zone to facilitate understanding of business and variance impacts to zone and employees.

Compile and analyze statistical data to identify and correct errors and to evaluate general content.

Prepare, check and/or post journal entries and accruals on an as needed basis.

Perform account reconciliations on an as needed basis.

Serve as key interface to zone on understanding and implementation of financial policies and procedures.

Develop an understanding of the work management systems and the accounting mapping to support the work orders.

Prepare financial schedules required to meet monthly and quarterly business unit data requests from Corporate Accounting.

Work with internal and external auditors, providing necessary information and answering questions as needed.

Assist in SOX documentation updates and management testing as needed.

Maintain good working knowledge of accounting policies and impacts as required.

Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved.

Overtime may be required during monthly/quarterly/annual closing processes, the annual budget process, and the rollout of new and/or revised processes.

Required/Basic Qualifications

Bachelor’s degree with major in Accounting/Finance or related discipline

Three (3) or more years of increasingly diverse or complex experience in related field in addition to degree

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

Desired Qualifications

CPA or working toward CPA

Advanced degree, preferably in Accounting

Four (4) or more years of professional work-related experience

Experience applying GAAP accounting principles, and evaluating internal controls

Demonstrated analytical/problem solving skills and strong business acumen

Ability to understand business operations and apply business acumen to identify issues and propose innovative solutions

Experience in regulated utility accounting

Demonstrated communication and interpersonal skills

Ability to build relationships with customers at all levels within the organization

Ability to work independently and in a team environment; demonstrated initiative within current team

Working Conditions

Works overtime as needed

Travel required 15% of the time

Hybrid Mobility Classification – Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to a Duke Energy facility.

Travel Requirements


Relocation Assistance Provided (as applicable)


Represented/Union Position


Visa Sponsored Position


Posting Expiration Date

Friday, October 29, 2021

All job postings expire at 12:01 AM on the posting expiration date.

Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.

About the Company

Company: Duke Energy – 3.9

Company Location:  Saint Petersburg, FL

Estimated Salary:

About Duke Energy - 3.9