Entergy
Primary Location:Louisiana-New OrleansLouisiana : New OrleansReq ID:119523Travel
Entergy, New Orleans, Louisiana, United States, 70112
Lead Financial Analyst - Power Through
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. 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
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. 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 products 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. 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. 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. 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. 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
Bachelor's Degree in Finance, Accounting, Economics, Engineering, or a related technical or business field, or equivalent work experience. Proven (typically ~5+ years) progressive experience with real business impact (related experience). Technical Skills: 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
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.
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. 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
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. 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 products 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. 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. 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. 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. 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
Bachelor's Degree in Finance, Accounting, Economics, Engineering, or a related technical or business field, or equivalent work experience. Proven (typically ~5+ years) progressive experience with real business impact (related experience). Technical Skills: 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
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.