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Entergy Financial Analyst Lead or Sr Lead in New Orleans, Louisiana

Financial Analyst Lead or Sr Lead

Date: Jan 12, 2022

Legal Entity: Entergy Services, LLC


Posting End Date:


Job Summary:

As a member of Entergy's Finance Business Partners group support the coordination, development and maintenance of financial planning models for Entergy’s Customer Organization, coordinate Customer Org assumptions and financial projections across Utility Finance and Strategy and assist with Operating Companies modeling and financial projections.

Assist the Manager of Customer Solutions Support in managing the financial performance and product development of the Customer Organization:

  • Provide status of product financial performance by collecting, interpreting and reporting key financial data

  • Ensure that the Customer Org financial models are robust, compliant and support current activities and future growth

  • Support development of customer program assumptions that feed into the revenue and/or cost modeling

  • Coordinate regulatory and financing modeling, understand modeling results, and clearly communicate results to key stakeholders

  • Support pricing of customer products and other business analytics as needed

  • Collaborate with the Customer Org teams, OpCo financial analysts, OFDs, OpCo Regulatory teams, Regulatory Services, Enterprise Planning, etc.

  • Work with Function FBP to keep financial plan assumptions up to date for customer products i.e. Revenue, O&M and Capital

  • Support Function FBP to assist in managing the customer Org budget efficiently, ensuring resources are used across products efficiently, considering business value add and return on investment (cross FBP collaboration)

Assist the Sr Manager of Utility Finance and Strategy in supporting OpCo financial plans:

  • Development of regulatory strategies that mitigate risk while positioning an Operating Company to earn its allowed return on equity and to achieve other strategic goals.

  • Monitor, maintain and complete key financial functions. financial forecasts, reporting of actual financial results and variance explanations, controls, as well as highlighting key issues and exposing items that may impact profitability

  • Process improvement project support and special projects to support Operating Companies.

The successful candidate will be highly organized and “forward thinking” with both a detail orientation and the ability to think strategically.

Job Duties/Responsibilities:

  • Customer Organization financial support: Owns and maintains of robust planning models for the Customer Organization, understand and is knowledgeable on key planning assumptions; review monthly results and projection updates and provides variance explanations; supports the Manager of Customer Solutions as needed and supports the monthly PE with necessary reporting and analysis for key stakeholders

  • Financial Planning: Owns maintenance and enhancement of financial and regulatory planning models; understands and is knowledgeable on key planning assumptions; reviews monthly actuals/projection updates and provides variance explanations; provides ongoing support to the operating companies and corporate functions, as needed; supports monthly PE with necessary reporting packages and analysis for key stakeholders.

  • Financial Analysis: Analyzes utility historical results as well as the financial plan to develop strategies to earn the allowed ROE for each Utility operating company; performs ad hoc analyses to support Operating Company regulatory strategy development and decision-making; analyzes new cost recovery mechanisms and supports the development of recommendations to management; performs initial risk assessment of potential rate actions; and provides analytical support and research for major utility initiatives.

  • Regulatory Strategy: Conducts research on ROE, historic average utility rates, progressive cost recovery mechanisms, emerging technologies and trends, etc.; performs ad hoc research and analyses to support Operating Company regulatory strategy development; and supports the development and maintenance of regulatory knowledge platform to help ensure consistency amongst jurisdictions.

  • Creates financial models as needed to evaluate scenarios and communicate alternatives and recommendations

  • Works well in a team environment; enjoy working collaboratively with team members

  • Creates analyses and manipulates data as needed for analytical use in presentations.

  • Identifies and performs necessary updates to models and related systems

  • Works to support continuous improvement in monthly process, systems, and models. Document process and best practices.

  • Communicates with other departments to gather information about Entergy’s businesses and transactions. Communicates with subject matter experts across the company to better understand the risk of certain projects and / or investments.

Minimum Requirements:

Minimum education and experience required of the position

Financial Analyst Lead: Bachelor's Degree from an accredited institution in Mathematics, Economics, Finance, Accounting, a relevant field, and 5+ years of financial analysis and modeling experience is required OR in lieu of a bachelor’s degree 9+ years of financial analysis and modeling experience is required.

MBA preferred

Minimum knowledge, skills and abilities required of the position

Proficient knowledge of MS Office, Word, PowerPoint and Excel. Ability to work with minimal supervision or within a team environment. Ability to analyze problems and create solutions. Significant knowledge of financial theory and valuation. Ability to understand and solve complex financial transactions. Ability to prioritize and handle multiple time sensitive projects effectively. Strong verbal and written communications skills. Basic knowledge of financial theory and valuation.

Any certificates, licenses, etc. required for the position

CPA, CFA, PE, or similar certificates / license are a plus

Primary Location: Louisiana-New Orleans

Job Function :Professional

FLSA Status :Professional

Relocation Option: No Relocation Offered

Union description/code :NON BARGAINING UNIT-NBU

Number of Openings :1

Req ID: 105070

Travel Percentage :Up to 25%

An Equal Opportunity Employer, Minority/Female/Disability/Vets. Please clickhere (https://jobs.entergy.com/content/EEO/?locale=en_US) to view the full statement.


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.

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