Lead Financial Analyst - Power Through

Job Title:

Lead Financial Analyst - Power Through

Work Place Flexibility:

Hybrid

Legal Entity: Entergy Services, LLC

- This role can be considered for Financial Anaylsyt III or Lead* - This is a hybrid role reporting to the office 3 days per week and is based out of New Orleans, LA.

There is no relocation assistance available for this posting.* Job Summary/Purpose

The Financial Analyst, Power Through, is responsible for developing and running forecasting models to align projected sales and capital expenditures for the Power Through initiatives. This role will provide crucial support in the Salesforce integration of current financial tools, enhance existing Excel-based tools for improved user-friendliness, and drive customer segmentation analyses. The Financial Analyst will be a key liaison, providing timely and accurate financial updates to systems planning and financial business partners, and ensuring Operating Company budgets are aligned with forecasted capital and O&M spend. A strong understanding of revenue requirements and their corresponding models is essential. This position will also work closely with the sales, construction, and operations teams of Power Through to assist with their financial reporting and identify efficiency gains to deliver the Power Through product to customers faster and at a lower cost.

Job Duties/Responsibilities Financial Modeling & Forecasting:

- Develop, maintain, and run forecasting models to align projected sales with capital expenditures for Power Through initiatives.

- Analyze financial data to identify trends, patterns, and potential issues, using this information to inform decision-making.

- Forecast revenue and profitability, considering factors such as pricing, customer demand, and market trends.

- Understand and apply revenue requirements and their corresponding models to financial analyses.

Financial Alignment & Stakeholder Communication

- Provide regular financial updates and reports to systems planning and financial business partners.

- Collaborate with various departments, including sales, construction, and operations teams, to ensure accurate and timely financial reporting.

- Align Operating Company budgets with forecasted capital and O&M spend for Power Through projects.

- Translate complex financial analysis into concise and impactful presentations for various stakeholders, including executive leadership.

- Communicate insights and recommendations to leadership to inform strategic financial decision-making.

- Generate regular financial reports, such as revenue, O&M and capital, to track the product's financial performance and collaborate with the finance team to ensure accurate and timely financial reporting

- Analyze financial data to identify trends, patterns, and potential issues, and using this information to inform decision-making

- Evaluate the financial viability of potential product enhancements, upgrades, or new features

System Integration & Tool Enhancement

- Aid in the Salesforce integration of current financial tools and processes, ensuring seamless data flow and reporting capabilities.

- Edit and improve existing Excel-based financial tools to enhance user-friendliness, efficiency, and accuracy.

- Streamline data collection and reporting processes through automation and improved tool design.

Customer Segmentation & Data Analysis

- Drive customer segmentation analyses to identify key customer groups and inform targeted sales and product strategies.

- Utilize internal data lake and customer data through SQL or Python to perform in-depth analyses.

- Provide insights from customer data to support business development and marketing efforts.

Process Improvement & Risk Mitigation

- Identify and analyze efficiency gains within the Power Through product delivery process to help reduce costs and accelerate delivery to customers.

- Support operational teams in understanding financial impacts of process changes and improvements.

- Support the development and management of the operating budget for Power Through initiatives. Identify and assess financial risks associated with projects, such as changes in market conditions or regulatory requirements, and propose mitigation strategies.

Cross Functional Collaboration

- Partner with various departments to align on customer experience goals and initiatives

- Communicate insights and recommendations to executive leadership to inform strategic decision-making.

Minimum Requirements

Minimum

education

required of the position

Bachelor's Degree in Finance, Accounting, Economics, Engineering, or a related technical or business field, or equivalent work experience.

Minimum Experience Required Of The Position Proven (typically ~5+ years) progressive experience with real business impact (related experience)

Technical Skills Minimum knowledge, skills and abilities required of the position

- Proficiency in Microsoft Excel and PowerPoint; experience with SQL, Python, Power BI a plus

- Project management experience with ability to manage time and schedules to meet aggressive deadlines

- Experience in business case development

- Business domain expertise and/or IT expertise

- Excellent interpersonal and communication skills

- Ability to communicate effectively and persuasively both to internal and external stakeholders

Other Attributes

Functional Knowledge

- Thorough understanding of the regulatory utility environment, preferably as it pertains to utility operating company regulations of products and services

- Thorough understanding of financial planning and analysis (FP&A) concepts.

- Ability to interpret and apply financial data to support business decisions.

- Experience in managing the full product lifecycle, from conception and development to deployment, maintenance, and retirement

- Excellent communication and presentation skills, with the ability to translate complex data into actionable insights

- Requires conceptual knowledge of theories, practices and procedures within a discipline.

- Applies general knowledge of business developed through education or past experience.

Business Expertise

- Deep knowledge of financial principles, budgeting, and forecasting.

- Understanding of capital expenditure and O&M planning.

- Understanding of the unique challenges and considerations for Power Through in a regulated environment

Leadership

- Team-oriented and flexible with proven track record in collaborating with multiple stakeholders and driving results, especially via influence management

- Passion for improving the customer experience, process efficiency, and driving organizational change

Problem Solving

- Uses existing procedures to solve standard problems; analyzes information and standard practices to make judgments.

- Experienced in working with executives and influencing across the organization

- Intellectual curiosity and creativity

- Ability to simplify complex data and strategies, aligning departmental strategies with overarching organizational goals.

Impact

- Collaborative mindset and the ability to work effectively in a cross-functional team

- Must be self-motivated, have high integrity and credibility and be able to work independently

- Must be flexible and have ability to interface with a diverse group of individuals and cross-functional teams

Interpersonal Skills

- Exchanges straightforward information; asks questions and checks for understanding.

- Ability to communicate effectively in both digital and business settings

- Attention to detail

- Excellent interpersonal skills, strong verbal and written communication skills

Primary Location:

Louisiana - New Orleans Louisiana : New Orleans

Req ID:

119523

Travel Percentage

: Up to 25%

An Equal Opportunity Employer, Minority/Female/Disability/Vets. Please click here to view the 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.

Equal Opportunity

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.

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.

Our expectations are the five employee and leader behaviors we believe are essential for positive stakeholder outcomes.

Our Expectations

- Make our customers more successful

- Innovate and continuously improve

- Collaborate and share knowledge

- Be accountable for results

- Recognize and reward outcomes