Long-Term Portfolio Planning Analyst

TC Energy•Houston, TX

5d•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.
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.