Important Application Submission Information
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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. Employee may also regularly lead projects and work independently, with guidance in only the most complex situations. Incumbent has 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. When the Manager is not available, the lead can step into supervisory role. 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. Works independently and provides strong context for decision making.
Job Responsibilities and Duties:
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 partner’s organization.
Other and miscellaneous duties:
Coordinate & manage various projects & initiatives that arise throughout the normal course of business.
Identify, develop and implement continuous process improvement opportunities.
Lead and/or assist with special projects and requests as required
Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization
Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes.
Perform other ad hoc requests as necessary.
Basic Qualifications:
Bachelor’s degree in Accounting/Finance/Economics or related degree AND
Five years or more of increasingly diverse or complex related work experience.
Key Required Skills/Experience
Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments
Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects)
Proficient using Microsoft products such as Excel (i.e. pivot tables), Word, & Power Point
Desired Qualifications:
Eight years plus work-related experience
CPA, CIS, CFA or CMA Certifications
Masters in Accounting or Business Administration
Experience in interfacing with executive leadership
Strong oral and written communication skills
Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge
Demonstrated ability to work independently with proactive recommendations and limited supervision
Ability to use Microsoft Business Intelligence Suite and PowerPivot
Broad knowledge of utility environment and its business units/operations.
Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management.
Ability to work in a team environment & foster good relationships with teammates & business partners
Ability to build and maintain productive working relationships at all levels within the organization.
Proven analytical and skills.
Ability to meet stated deadlines and respond quickly to changing needs through a teamwork app
Mobility Classification - Hybrid
Travel: Charlotte based - no travel required. Other locations will require some travel.
Travel Requirements
Not required