Senior Planning Analyst

About the role

Every transaction matters. Every Canadian matters. At Interac, we protect both - driving trust, security, and inclusion, so our digital economy thrives. Founded in 1984, Interac connects Canadians through secure digital payments, advanced identity verification and industry-leading fraud protection. Connecting banks, businesses, and individuals, Interac enables millions to send, receive, and manage money safely and effortlessly every day - across both digital and physical environments. As the backbone of Canada's financial ecosystem, Interac facilitates over 20 million transactions daily, supported by trusted partnerships with government and financial institutions. Consistently ranked as Canada's most reputable financial technology brand, Interac is deeply embedded in the daily lives of Canadians. 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.

Responsibilities

• Serve as the Senior Planning Analyst , owning the full lifecycle of the Planview Portfolios platform
• Configure, maintain , and optimise core Planview modules, including:
• P roject 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, visualiz ation 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
• Bach elor's degree in Statistics, Computer Science, Information Systems, Business or related field s
• 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:
• Generous vacation and wellness days to help you r

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