Lead Financial Analyst - Power Through

Job Title: Lead Financial Analyst - Power Through

Work Place Flexibility: Hybrid 

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

***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 ef