Financial Analyst III-Sr Lead

Posting End Date:  

Work Place Flexibility: Hybrid 

Legal Entity: Entergy Services, LLC 

 

**The preferred location for this role is in The Woodlands, TX; however, other locations within the service territory may be considered.**

**This role will be filled as a Financial Analyst III, Lead or Sr Lead, depending on the candidate’s experience. **

 

Job Summary/Purpose:

The Financial Analyst position is responsible for supporting project teams and project leaders in the analysis, evaluation, and review of corporate transactions that are subject to the company’s Investment Approval Process (IAP). 

 

Job Duties/Responsibilities:

• Works with business units (BUs) to understand commercial and technical aspects of projects/transactions being considered for approval to ensure that all material risks have been identified/mitigated to the extent possible, and overall documentation is complete and accurate.
• Facilitates/coordinates activities with subject matter experts (SMEs) and project teams across the company in the analysis, compilation, organization, and assessment of strengths and weaknesses/risks related to various aspects (financial, operational, legal, governance, etc.) of potential transactions and/or investment opportunities being considered by BUs.
• Reviews complex analyses, proposals, presentations, financial models, negotiation strategies and transaction terms and conditions, and related work for the IAP.
• Works with BUs and project teams to develop and/or review analyses and models for project economics and valuations; provides guidance and training.
• Identifies and performs necessary updates to models and related processes. Helps to ensure that model output remains accurate.
• Supports the Post Investment Review (PIR) process to ensure project outcomes align with project objectives
• Coordinates with BUs and reviewers of the Board reporting process for the Board meetings
• Leads and supports special projects and initiatives as assigned

Minimum Requirements:

Minimum education and experience required of the position

Financial Analyst III: Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or related field, and 4+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required; in lieu of a bachelor’s degree, 7+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required.

Financial Analyst Lead: Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or related field, and 6+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required; in lieu of a bachelor’s degree, 9+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required.

Financial Analyst Sr Lead: Bachelor’s degree in Business, Accounting, Finance, Economics, Engineering, or related field, and 8+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required; in lieu of a bachelor’s degree, 11+ years of experience in business, finance, project development/management, risk analysis, process improvement or related fields is required.

MBA, is a plus

Minimum knowledge, skills and abilities required of the position:

• Good analytical capabilities
• Working knowledge of financial valuation practices
• Ability to understand  complex financial transactions
• Ability to understand complex legal documents and/or language
• Ability to create/understand financial models as needed (Discounted Cash Flows-DCF) to evaluate information and be able to explain the results
• Ability to prioritize and handle multiple time sensitive projects effectively
• Strong verbal and written communication
• Knowledge of project management and/or process improvement best practices
• Ability to work in a hybrid work environment (partly in office and partly from home/remote)

Any certificates, licenses, etc. required for the position:

 CPA, CFA, PE, PMP or similar certificates/licenses are a plus.

 

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Primary Location: Texas-The Woodlands Texas : The Woodlands || Arkansas : Little Rock || Louisiana : New Orleans || Mississippi : Jackson 
Job Function: Professional
FLSA Status: Professional 
Relocation Option: No Relocation Offered
Union description/code: NON BARGAINING UNIT 
Number of Openings: 1
Req ID: 113999
Travel Percentage:Up to 25%

 

An Equal Op