Who You Will Work With: We're looking for a technically driven and strategically minded
Senior Planning Analyst to lead the end-to-end administration, configuration, and ongoing evolution of Interac's
Planview Portfolios environment. This role partners closely with business (product, finance, and strategy) and technology teams to ensure Planview is effectively leveraged for portfolio planning, resource management, project tracking, time reporting, and executive decision-making.
You are the bridge between technical IT and business teams, bringing a blend of technical expertise, strong business process understanding, and a pragmatic approach to solution design. You serve as the ambassador and driving force behind the analytics arm of the team, enabling clarity, insight, and data-driven decisions across the portfolio. Reporting to the Leader, Solutions Delivery CoE, you will play a critical role in delivering Planview enhancements and modernisation initiatives across the Interac ecosystem, supporting strategic outcomes, enterprise alignment, and continuous improvement.
What You Will Do: - Serve as the Senior Planning Analyst, owning the full lifecycle of the Planview Portfolios platform
- Configure, maintain, and optimise core Planview modules, including:
- Project intake and request management
- Financial management and budgeting
- Resource and capacity planning
- Time reporting
- Strategic portfolio and investment management
- Lead or support system upgrades and rollouts of new Planview features and modules
- Provide application support, issue resolution, and performance optimisation
- Manage user access, roles, and resource lifecycle administration
- Design and deliver custom dashboards, automated reports, and data visualizations using:
- Planview analytics and reporting tools
- Power BI (Desktop and Pro)
- Microsoft Report Builder (v16+)
- SQL queries against Planview datasets
- Partner with stakeholders to understand portfolio, reporting, visualization and decision-support needs
- Translate business requirements into Planview system enhancements and reporting solutions
- Deliver tailored training (1:1 and group) for project managers, executives, and delivery teams
- Develop clear training materials, job aids, and reference documentation
- Present insights and recommendations to both technical and non-technical leadership audiences
- Collaborate across IT and business teams to drive adoption and continuous improvement
- Apply change management practices to ensure successful implementation and sustained usage
What You Bring: - Excellent written and verbal communication skills, with the ability to influence and partner gracefully with senior leaders
- Bachelor's degree in Statistics, Computer Science, Information Systems, Business or related fields
- 5+ years of hands-on experience with Planview Portfolios
- Comfort with Jira tools (nice to have)
- Advanced proficiency with Microsoft Excel, Tableau and Microsoft Access
- Proven experience using analytics and reporting tools (e.g. Power BI, Tableau, Power Platform)
- Training in SQL, relational databases management systems (RDBMS) such as SQL or MS Access and/or data analysis
- Experience working within or alongside a Portfolio Management Office (PMO/EPMO)
- Planview Portfolios Administrator Certification
- Strong understanding of system integrations, data flows, and reporting architectures
- Experience with requirements gathering, testing, deployment, and vendor/SOW management
- Strong analytical, problem-solving, and conceptual thinking skills
- Familiarity with Agile, Scrum, iterative, and waterfall delivery methodologies
- Advanced proficiency with Microsoft Excel and Microsoft Access
- Eligibility to work full-time in Canada
What We're Offering: The hiring range for this position is $100,000.00 - $125,000.00, and you will also be eligible for our short-term incentive plan. The exact amount will depend on factors such as skills, experience, and job-related knowledge, but Interac's commitment goes beyond compensation. Our Total Rewards package is designed to support your well-being and future, and includes:
- Generous vacation and wellness days to help you recharge
- Comprehensive employer-paid benefits coverage for peace of mind
- Market-leading employer-funded RRSP program to invest in your future
- Flexible hybrid work model for better work-life balance
- Access to a free and confidential 24/7 employee & family assistance program to offer support for you and your immediate family
- Pregnancy and parental leave top-up to support growing families
Additional Pre-Employment Requirements:
To ensure the integrity of our organization, successful candidates will be required to complete background checks, which may include, Canadian Criminal Credit Check, Canadian ID Cross-Check, Public Safety Verification, 5-year Employment Verification, Education Verification, Credit Check, and Social Media Check.
