Primary Location : Louisiana-New OrleansLouisiana : New OrleansReq ID : 119523Travel Percentage : Up to 25%

Lead Financial Analyst - Power Through

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.

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

• 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.
• 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 products 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.
• 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.
• 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 efforts.
• Identify and analyze efficiency gains within the Power Through product delivery process to help reduce costs and accelerate delivery to customers.
• Support operational teams in understanding financial impacts of process changes and improvements.
• Support the development and management of the operating budget for Power Through initiatives. Identify and assess financial risks associated with projects, such as changes in market conditions or regulatory requirements, and propose mitigation strategies.
• Partner with various departments to align on customer experience goals and initiatives.
• Communicate insights and recommendations to executive leadership to inform strategic decision-making.

Minimum Requirements

Bachelor's Degree in Finance, Accounting, Economics, Engineering, or a related technical or business field, or equivalent work experience.

Proven (typically ~5+ years) progressive experience with real business impact (related experience).

Technical Skills : Proficiency in Microsoft Excel and PowerPoint; experience with SQL, Python, Power BI a plus. Project management experience with ability to manage time and schedules to meet aggressive deadlines. Experience in business case development. Business domain expertise and / or IT expertise. Excellent interpersonal and communication skills. Ability to communicate effectively and persuasively both to internal and external stakeholders.

Other Attributes

Business Expertise

Leadership

Problem Solving

Impact

Interpersonal Skills