Jonathan G. Kelly

About Jonathan G. Kelly

With over 20 years of experience in financial planning and analysis, I am a manager of strategy and FP & A at Duke Energy Corporation, one of the largest electric power companies in the U.S. I hold an MBA in finance, a Master of Accountancy graduating August 2024, and a BA in economics.My core competencies include financial modeling, forecasting, and analysis, executive presentations, business unit strategy and capital optimization, and mergers and acquisitions analysis. I coordinate with senior management and business teams to set financial strategy, develop annual budgets, forecasts, and key targets, and create scenario analysis for complex financial decisions. I have supported the $14 billion merger of Duke Energy and Progress Energy, developed the Ohio five-year plan using a third-party utility forecasting tool, and enhanced the efficiency and accuracy of financial reporting by partnering with data providers. I am passionate about finding innovative solutions to finance problems, enabling the growth and profitability of Duke Energy, and contributing to the sustainability and reliability of the electric power industry.

Experience

1. Manager of Strategy and Fp & a

   Duke Energy Corporation

   Oct 2020 — Present

   Coordinate with senior management and business teams to set financial strategy, build financial models, and develop annual budgets, forecasts, and key targets for Midwest jurisdictions. Create scenario analysis for capital optimization while balancing the needs of the business versus the overall corporation.• Developed and analyzed current and five-year plan forecast submissions to help executives make informed business decisions, accelerate project timelines, and develop cost saving initiatives.• Provided guidance for Business unit strategy and capital optimization

Education

• Northern Kentucky University

  Master of Accountancy, Accounting

• Centre College

  BA, Economics

  1997 — 2001

• University of Louisville

  MBA, Finance

  2002 — 2004

Skills

• Documentation
• Community Engagement
• International Business
• Financial Forecasting
• Economics
• Leadership
• Financial Reporting
• Compensation
• UI Planner
• Policies and Procedures
• Effective Communication
• Variance Analysis
• Process Improvement
• Project Management
• Corporate Finance
• Strategic Financial Planning
• Mentoring
• Corporate Development
• Automated Reports
• Executive Presentations
• Financial Analysis
• Risk Management
• Mergers & Acquisitions
• Budgets
• Forecasting
• Finance
• Financial Modeling