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Chase P
@chasep905
Lead Financial Analyst
Stati Uniti
Chi sono
I am a finance and accounting professional with extensive experience in financial analysis, investment accounting, and regulatory reporting. I have a proven track record at firms like Duke Energy, EY and TIAA, where I managed FERC and GAAP reporting, reconciled complex financials, and performed financial oversight for investment subsidiaries. I have several years of experience in small business bookkeeping and tax filings.
Competenze
Chase P
offline •
Consulta i miei servizi
Rendicontazione finanziaria
I will offer financial reporting at a reasonable price
Contabilità
I will offer bookkeeping services at a reasonable price
Esperienza lavorativa
Lead Financial Analyst
Duke Energy • Full time
Sep 2024 - Present • 2 yrs
Lead finance support for four organizations at Duke Energy. Prepares annual budget. Presents monthly AvB to respective organizational leaders. Updates and maintains Power BI financial dashboards. Cross functional finance lead for political and donation expenses, ensuring FERC compliance.
Senior Accountant
EY • Full time
Jul 2023 - Sep 2024 • 1 yr 2 mos
Contractor of Ernst & Young performing accounting and reporting assignments for client, Duke Energy. Selected by Duke Energy to assist with the transition of outsourcing controllership accounting and reporting functions to Ernst & Young. My day to day responsibilities were the following: Preparer of accounting and reporting of fuel expenses incurred by power plants owned by Duke Energy in the state of Florida. All accounting treatment was performed in accordance to FERC basis of accounting. Prepared monthly external fuel cost reports for the state of Florida. In addition, I was tasked with brining Ernst & Young staff up to speed on FERC accounting and Duke’s reporting mechanics.
Associate Accountant
Bookkeeping • Part time
Jul 2021 - Mar 2022 • 8 mos
Effectively managed client tax compliance and client experience. Created operating procedures for office staff. Oversaw monthly reconciliation procedures. Prepared monthly financial statements and assisted with client tax filing preparation.
