Sr. Lead Financial Analyst

Job Summary

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.

• 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.

• 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 Fact Set is also valuable.
• Analytical skills – Excellent analytical and data analysis skills to interpret market trends and company performance.

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.

Primary

Location:

Louisiana – New Orleans

Job Function: All Other Jobs

FLSA Status: Professional

Relocation Option: No Relocation Offered

Number of Openings: 1

Req : 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…