Financial Analyst, Lead

Job Title: Financial Analyst, Lead

Work Place Flexibility: Hybrid

Legal Entity: Entergy Services, Inc.-ESI (OLD)

Job Summary/Purpose:

This position will provide support for Entergy’s regulated and unregulated business units by maximizing the risk adjusted returns of Entergy’s trust investments through participating in investment oversight and various financial analyses.

Job Duties/Responsibilities:

Administer the benefits and nuclear decommissioning investments overseen within Treasury. This includes Entergy's funded benefit plan trusts (pension, savings plan and post-retirement health and welfare trusts) and nuclear decommissioning trust funds. Manage cash flows into and out of the trusts, including contributions, vendor invoices, benefit funding, decommissioning withdrawals, etc. Monitor and evaluate investment manager and trustee performance and compliance with guidelines. Actively participate in in-person and/or virtual meetings with investment managers, consultants and trustees on investment performance and markets. Monitor trust performance and its impact to Entergy’s financial statements. Provide input on policy, guidelines and manager/vendor selection. Know and comply with regulations the trusts operate under: IRS, state public service/utility commissions, DOL, ERISA, NRC. Assist with rate case inputs and regulatory modeling. Assist with or lead asset allocation studies, manager searches, research projects into new products and other investment-related project work. This position is in the office 3 days a week, has needs to work in person for select events after hours in order to maintain our banking relationships and may have occasional overnight travel requirements.

MINIMUM REQUIREMENTS

Minimum education required of the position:

- Bachelor’s degree – Accounting, Finance, Economics, Mathematics or a related degree. Desired: MBA or Masters in Accounting

Minimum experience required of the position:

- Lead Financial Analyst: 6+ years of business experience in accounting, banking, finance, project development or related fields.

Minimum knowledge, skills and abilities required of the position:

- Acute attention to detail and accuracy required on all projects.

- Some ability to work additional or atypical hours.

- Ability to work within a team environment. Ability to analyze problems and create solutions.

- Ability to prioritize and handle multiple time sensitive projects effectively.

- Strong verbal and written communications skills. Must be able to effectively relate with a broad array of personalities coming from a variety of corporate cultures.

- Working knowledge of MS Office, Word, PowerPoint and Excel.

Minimum Certifications/Licenses required of the position:

- CPA or CFA desireable

Primary Location: Louisiana-New Orleans Louisiana : New Orleans

Job Function: Professional FLSA Status: Professional Relocation Option:

Union description/code: NON BARGAINING UNIT Number of Openings: 1 Req ID: 120965 Travel Percentage:Up to 25%

An Equal Opportunity Employer, Minority/Female/Disability/Vets. Please click here to navigate to EEO page, or see statements below.

EEO Statement: The Entergy System of Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. The Entergy System of Companies complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The Entergy System of Companies expressly prohibits any form of unlawful employee harassment based on race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of the Entergy System of Company employees to perform their expected job duties is absolutely not tolerated.

Accessibility: Entergy provides reasonable accommodations for online applicants. Requests for a reasonable accommodation may be made orally or in writing by an applicant, employee, or third party on his or her behalf. If you are an individual with a disability and you are in need of an accommodation for the recruiting process please click here and provide your name, contact number, the accommodation requested and the requisition number that you are requesting the accommodation for. Employee Services will contact you regarding your request.

Additional Responsibilities: As a provider of essential services, Entergy expects its employees to be available to work additional hours, to work in alternate locations, and/or to perform additional duties in connection with storms, outages, emergencies, or other situations as deemed necessary by the company. Exempt employees may not be paid overtime associated with such duties.

Know Your Rights: Workplace Discrimination is Illegal

The non-confidential portions of the affirmative action program for individuals with disabilities and protected veterans shall be available for inspection upon request by any employee or applicant for employment. Please contact HRCompliance@entergy.com to schedule a time to review the affirmative action plan during regular office hours.

EEI Testing:

One way that Entergy has found to identify and assess the abilities and skills needed for certain jobs is through pre-employment testing. If this position does require an EEI test, the type of test will be located under the qualifications section of the job posting. If you are invited to a test session, we strongly recommend you review and complete the practice test as well as review the testing brochure for your respective test. The test brochure will give you critical information on the test such as time allocated and Pre-employment Testing: of questions. Also, keep in mind that the actual test is timed; you should practice timing yourself while doing the practice tests. The practice test information and test brochures can be located by going to the EEI website, http://www.eei.org/practicetests, numberLogon ID: entergy, password: practice test (2 words). Travel expenses incurred in connection with EEI testing are non-reimbursable.

In addition to EEI testing there is also Fit-for-Duty testing which will identify and assess the abilities and skills needed for certain jobs. If this position does require Fit-for-Duty testing, the type of test will be located under the qualifications section of the job posting.

WORKING CONDITIONS:

As a provider of essential services, Entergy expects its employees to be available to work additional hours, to work in alternate locations, and/or to perform additional duties in connection with storms, outages, emergencies, or other situations as deemed necessary by the company. Exempt employees may not be paid overtime associated with such duties.