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Sr. Lead Financial Analyst
Sr. Lead Financial AnalystEntergy • New Orleans, LA, US
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Sr. Lead Financial Analyst

Sr. Lead Financial Analyst

Entergy • New Orleans, LA, US
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  • [job_card.full_time]
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Sr. Lead Financial Analyst

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

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

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.

Analytical skills : Excellent analytical and data analysis skills to interpret market trends and company performance.

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

MBA or CFA is a plus

7+ years, with financial lead roles highly desired.

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

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