Senior Planning Analyst
Core
Lead end-to-end administration, configuration, and evolution of Interac's Planview Portfolios environment to support portfolio planning, resource management, and executive decision-making.
Role type
Senior Planning Analyst (Portfolio Management Systems)
Builds
Planview Portfolios platform enhancements, custom dashboards, automated reports, and data visualizations for the financial services sector.
Domain
Financial Technology / Portfolio Management / Enterprise Resource Planning
Deliverable
dashboards & analysis
Required skills
Planview Portfolios administration, Power BI, SQL, Microsoft Excel, Microsoft Access, system integrations, requirements gathering, change management
Preferred skills
Jira, Tableau, Power Platform, Agile/Scrum methodologies, PMO experience
Technologies
Planview Portfolios, Power BI, Microsoft Report Builder, SQL, Microsoft Excel, Microsoft Access, Tableau, Jira
Responsibilities
Configure and maintain core Planview modules (project intake, financial management, resource planning, time reporting); lead system upgrades and rollouts; design and deliver custom dashboards and automated reports; provide application support and performance optimization; manage user access and roles; deliver training and documentation; present insights to leadership.
Seniority
Senior, hands-on IC