Senior Planning Analyst

Reposted 3 Days Ago
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Toronto, ON, CAN
In-Office
100K-125K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead administration, configuration, and optimisation of Planview Portfolios. Manage project intake, financials, resource planning, time reporting, upgrades, and user access. Build dashboards and automated reports (Power BI, Report Builder, SQL), translate business needs into system enhancements, provide training and support, and drive adoption and continuous improvement across PMO and technology stakeholders.
Summary Generated by Built In

Who We Are:

 

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 endtoend 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 decisionmaking. 

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 datadriven 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 

Why Join Us?

 

At Interac, the impact we make, and the people who drive it, is profound. When you become part of our team, you’re joining a purpose-driven organization that’s shaping the future of digital finance in Canada. Here’s what you can expect:

  • Investing in the Future – Help us unlock digital prosperity for all Canadians.

  • Innovative Thinking – Collaborate on products, practices, and platforms that redefine what’s possible.

  • Inclusive Culture – Be empowered to bring your whole self to work and realize your full potential.

  • Inspiring Community – Work in an ecosystem where we lift each other up and rise together.

  • Intentional Support – Enjoy flexible, supportive offerings that prioritize your total wellness.

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.

Equal Opportunity Employer

 

Interac is also an equal opportunity employer committed to fostering a diverse and inclusive workplace. We believe that innovation thrives when people from different backgrounds, experiences, and perspectives come together. That’s why we are committed to providing fair and equitable employment opportunities for all individuals, without discrimination based on race, color, ancestry, ethnic origin, place of origin, citizenship, creed, sex, sexual orientation, gender identity or expression, age, marital or family status, disability, or any other characteristic protected by applicable law.


If you require accommodation during any stage of the application or recruitment process, please contact us at [email protected]. We will work with you to meet your needs.


Please be aware that certain individuals are misusing Interac Corp.’s name and logo to promote fictitious employment opportunities. Interac Corp. never requests, solicits, or accepts any form of payment in exchange for employment. Any such offers are fraudulent and should be disregarded. Interac Corp. assumes no liability for any claims, losses, damages, expenses, or inconveniences arising from or related to these fraudulent activities. Such communications do not constitute an offer or representation by Interac Corp. or its subsidiaries and affiliates.

Skills Required

  • Bachelor's degree in Statistics, Computer Science, Information Systems, Business or related field
  • 5+ years hands-on experience with Planview Portfolios
  • Planview Portfolios Administrator Certification
  • Advanced proficiency with Microsoft Excel
  • Advanced proficiency with Microsoft Access
  • Proven experience with analytics and reporting tools (Power BI, Tableau, Power Platform)
  • Experience designing and delivering custom dashboards and automated reports using Planview analytics, Power BI, and Microsoft Report Builder
  • Training in SQL and relational database management systems; ability to write SQL queries against Planview datasets
  • Experience working within or alongside a Portfolio Management Office (PMO/EPMO)
  • Strong understanding of system integrations, data flows, and reporting architectures
  • Experience with requirements gathering, testing, deployment, and vendor/SOW management
  • Experience managing user access, roles, and resource lifecycle administration
  • Excellent written and verbal communication skills; ability to influence senior leaders
  • Eligibility to work full-time in Canada
  • Comfort with Jira tools
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The Company
HQ: Toronto
829 Employees
Year Founded: 1984

What We Do

Interac Corp. empowers Canadians to access, spend and send funds whenever and from wherever they choose. With nearly 300 financial institutions connected to our network, we enable payment and ID experiences that support Canadians’ accelerated use of safe and digital payments while prioritizing interoperability, security, privacy, and inclusivity. We are proud to be one of Canada’s leading and most trusted financial brands, with Canadians choosing Interac products an average of 18 million times a day to pay and exchange money. Interac champions workplace culture and corporate citizenship based on the principles of responsibility, diversity and inclusion

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