Long-Term Portfolio Planning Analyst

TC Energy

$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Economics, Engineering, Data Analytics, Mathematics, Computer Science, or a related discipline.
  • 6+ years of relevant business analysis, financial analysis, planning, forecasting, or analytics experience.
  • Advanced Microsoft Excel skills including financial modeling.
  • Experience building reports and dashboards using Power BI.
  • Advanced Microsoft PowerPoint skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.

Responsibilities

  • Develop and maintain complex business and financial models to support planning and decision-making.
  • Conduct scenario analysis to evaluate risks and opportunities.
  • Provide actionable recommendations based on operational and financial performance trends.
  • Contribute to business case development and investment analysis.
  • Build and maintain Power BI dashboards and automated reporting solutions.
  • Collect and analyze large datasets to produce meaningful insights.
  • Partner with various stakeholders to deliver analytical solutions and align on priorities.

Benefits

  • Hybrid work model allowing flexibility in work location.
  • Flexible dress code for eligible office-based employees.
Full Job Description
Our team is evolving to meet the needs of our growing business, and we are seeking a collaborative and analytical professional to join our team.

The successful candidate will play a key role in supporting business planning, financial analysis, reporting, forecasting, and decision-making activities. This position will leverage advanced Excel modeling, Power BI development, and data analysis to transform complex information into meaningful insights for leaders and business partners.

This role requires a strong analytical mindset, intellectual curiosity, and the ability to work across multiple functions to develop recommendations that support business objectives and strategic decisions.

What You'll Do

Business & Financial Analysis
  • Develop and maintain complex business and financial models to support planning, forecasting, budgeting, and strategic decision-making.
  • Conduct scenario analysis and evaluate business alternatives to identify risks, opportunities, and potential impacts.
  • Evaluate operational and financial performance trends and provide actionable recommendations to leadership.
  • Contribute to the development of business cases, investment analysis, and planning initiatives.
  • Evaluate portfolio strategies and options by connecting planning outcomes, investment considerations, and enterprise priorities.


Reporting & Data Analytics
  • Build and maintain Power BI dashboards, scorecards, and reports.
  • Create automated reporting solutions that improve business visibility and provide actionable insights.
  • Collect, validate, and analyze large datasets.
  • Review and reconcile assumptions across planning inputs.
  • Produce meaningful visualizations and performance metrics that communicate insights.
  • Integrate AI-enabled insights with subject matter expertise to assess alternatives, highlight trade-offs, and inform business decisions using appropriate validation and judgment.


Planning & Forecasting
  • Participate in annual Long Range Plan cycles, long-term planning initiatives, and strategic reviews.
  • Provide analytical insights for portfolio planning and prioritization activities.
  • Identify emerging trends, key business drivers, and funding pressures that may affect future portfolio requirements.
  • Develop and maintain a long-term view of portfolio needs based on historical run-rate analysis and anticipated future impacts.


Stakeholder Partnership
  • Partner with Finance, Commercial, Engineering, and other business stakeholders to understand requirements and deliver analytical solutions.
  • Navigate organizational networks to connect stakeholders, remove barriers, and advance cross-functional initiatives.
  • Facilitate alignment across business functions on planning assumptions, priorities, and decision frameworks.
  • Translate complex analytical findings into clear recommendations for technical and non-technical audiences.
  • Prepare executive summaries, reports, and presentations for leadership discussions.


Continuous Improvement
  • Contribute to a culture of continuous improvement and collaboration.
  • Identify opportunities to improve reporting processes, data quality, and analytical tools.
  • Develop and implement standardized practices for reporting, governance, control, and data stewardship across planning and reporting activities.
  • Strengthen team capability through knowledge sharing, coaching, and the advancement of analytical practices.


Minimum Qualifications
  • Bachelor's degree in Business, Finance, Economics, Engineering, Data Analytics, Mathematics, Computer Science, or a related discipline.
  • 6+ years of relevant business analysis, financial analysis, planning, forecasting, or analytics experience.
  • Advanced Microsoft Excel skills including financial modeling.
  • Experience building reports and dashboards using Power BI.
  • Advanced Microsoft PowerPoint skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to manage multiple priorities and deliver quality results.


Preferred Qualifications
  • Experience supporting planning, budgeting, forecasting, or portfolio management activities.
  • Demonstrated ability to work with large and complex datasets.
  • Knowledge of Power Query, Power Pivot, DAX, and data visualization best practices.
  • Familiarity with various TC Energy applications including SAP, MasterPlan, PPM, BPC, and financial and project reporting tools.
  • Proficiency in applying AI tools and responsible AI practices, including validation of outputs and appropriate human oversight.
  • Demonstrated success presenting recommendations to leaders and stakeholders.
  • Background in energy, engineering, operations, or capital project environments.
  • Continuous improvement mindset with strong attention to detail.


Key Competencies & Skills
  • Financial Analysis
  • Business Analysis
  • Data Visualization
  • Forecasting & Planning
  • Scenario Analysis
  • Strategic Thinking
  • Executive Reporting
  • Stakeholder Engagement
  • Problem Solving
  • Continuous Improvement


To remain competitive, support our high-performance culture and allow for more flexibility in the way we work, we offer a hybrid work model and flexible dress code for our eligible office-based workforce in Canada, the U.S. and Mexico. #LIHybrid

Similar Jobs

More Jobs at TC Energy

More Finance & Insurance Jobs

Find similar Long-Term Portfolio Planning Analyst jobs: