Job Title: Sr. Lead Financial Analyst

Work Place Flexibility: Hybrid 

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

JOB SUMMARY/PURPOSE:

The analyst will be a key contributor to Entergy’s investor relations activities. Lead back-up process to ensure all investor relations materials are accurate and complete with supporting documentation. Support processes for earnings releases, year-end reporting (including leading work plans for Entergy’s technical annual report), investor conferences and meetings. Processes include gathering and analyzing data from internal subject matter experts, analyzing and understanding Wall Street expectations, drafting and documenting materials.

JOB DUTIES/RESPONSIBILITIES

Lead coordination and work plans for fact-checking of externally published investor relations  key products, including the quarterly earnings calls and the Investor Guide

Perform detailed review of externally released investor relations materials for accuracy and adequate support

Create, update, edit and proofread investor relations materials distributed to the investment community

Work with subject matter experts across the company to assist in developing investor relations messages and preparing investor relations materials, including issue sheets

Prepare internal reports and updates on stock price performance of the company and its peers, investor dialogue, equity research reports, upcoming investor relations events, etc.

Perform research and analytics around industry trends and peers, as well as other ad hoc analytics for executive management

Understand the financial models and assumptions used by research analysts to value the company and its peers; use this knowledge to improve the effectiveness of the company's communications to the investment community

Maintain the investor relations section of the company website with up-to-date and accessible content

Prepare briefings and materials to help senior management and the board of directors engage with investors effectively

Complete special projects at the request of the Vice-President, Investor Relations or other executive management

Core behaviors desired:

• Commitment to excellence: Does whatever it takes to execute deliverables timely and accurately
• Team player: Strong desire and willingness to support the team and site beyond core responsibilities; many aspects of role are interpersonal focused
• Critical thinker: Uses information to ask questions and better understand unique or ad hoc situations to provide sound financial advice
• Proactive: Proactively identify opportunities to improve performance
• Strategic mindset: Forward thinker who asks and anticipates questions and proactively seeks and provides answers
• Attention to detail: Excellent organizational skills and meticulous attention to detail to ensure the accuracy and timeliness of reporting.
• Judgment and integrity: Strong business judgment, integrity, and discretion when handling sensitive financial information. 
• Clear communicator: Distills unstructured data in a logical, concise manner to tell the financial story

Core Competencies Desired:

• Financial proficiency: Strong financial literacy, including an understanding of financial statements, accounting principles, and valuation.
• Software expertise: Advanced proficiency with Microsoft Office Suite, especially Excel and PowerPoint. Experience with financial databases like Bloomberg or FactSet is also valuable.
• Analytical skills: Excellent analytical and data analysis skills to interpret market trends and company performance. 

MINIMUM REQUIREMENTS:

Minimum education required of the position

Bachelor's Degree – Mathematics, Economics, Finance, Accounting, Relevant Field, or equivalent work experience

MBA or CFA is a plus

Minimum experience required of the position

7+ years, with financial lead roles highly desired.

Minimum knowledge, skills and abilities required of the position

Effective critical thinking and financial analysis skills

Ability to analyze problems and create solutions. 

Strong ability to analyze information, identify discrepancies, and take ownership to correct mistakes and ensure accuracy.

Strong written and oral communication, presentation and interpersonal/leadership skills

High level of integrity and dependability with strong sense of urgency and results orientation

Proven ability to work independently and as a dedicated team player

Ability to work atypical hours (heavier work lift in the month after quarter-end)

Strong fundamental understanding of Entergy’s business

Proficiency in MS Word, Excel, Power Point and Outlook

#LI-BW1

Primary Location: Louisiana-New Orleans Louisiana : New Orleans 
Job Function: All Other Jobs
FLSA Status: Professional 
Relocation Option: No Relocation Offered
Union description/code: NON BARGAINING UNIT 
Number of Openings: 1
Req ID: 121742
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.

 Know Your Rights: Workplace Discrimination is Illegal

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.

EEI Testing:

One way that Entergy has found to identify and assess the abilities and skills needed for certain jobs is through pre-employment testing. If this position does require an EEI test, the type of test will be located under the qualifications section of the job posting. If you are invited to a test session, we strongly recommend you review and complete the practice test as well as review the testing brochure for your respective test.  The test brochure will give you critical information on the test such as time allocated and number of questions.  Also, keep in mind that the actual test is timed; you should practice timing yourself while doing the practice tests. The practice test information and test brochures can be located by going to the EEI website, http://www.eei.org/practicetests, Logon ID:  entergy, password:  practice test (2 words). Travel expenses incurred in connection with EEI testing are non-reimbursable.

In addition to EEI testing there is also Fit-for-Duty testing which will identify and assess the abilities and skills needed for certain jobs. If this position does require Fit-for-Duty testing, the type of test will be located under the qualifications section of the job posting.

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.

Please note: Authorization to work in the United States is a precondition to employment in this position. Entergy will not sponsor candidates for work visas for this position.