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Financial Analyst (Charlotte)
Financial Analyst (Charlotte)Calculated Hire • Charlotte, NC, United States
Financial Analyst (Charlotte)

Financial Analyst (Charlotte)

Calculated Hire • Charlotte, NC, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Location : Raleigh, NC or Charlotte, NC (Hybrid)

Travel : Occasional travel to powerplants in NC & SC

Work Schedule : MondayFriday | Start between 79 AM | End between 46 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

  • Bachelors 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

  • Bachelors 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)
  • Masters 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
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