Portfolio Analyst, Capacity & Portfolio Performance

Sobeys; Mississauga; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

Sobeys is seeking a Portfolio Analyst, Capacity & Portfolio Performance to support enterprise portfolio planning, capacity and resource management across business and technology initiatives. You will gather requirements, configure and support Planview, and deliver reporting and data solutions.

The role focuses on data-driven decision-making, portfolio performance analysis, and cross-functional collaboration with stakeholders and vendors, including development of Power BI dashboards and custom

Qualifications

• 5+ years of hands-on Planview administration and configuration experience.
• 5+ years of portfolio analysis, business analysis, PMO, capacity/resource management experience.
• 3+ years of advanced Power BI experience with data transformation and modelling.
• Advanced Excel skills including PivotTables and Power Query.
• SQL skills to understand, troubleshoot, and modify queries.
• Experience with Agile, Scrum and Kanban environments.

Responsibilities

• Administer, configure, and support Planview including workflows, data structures, reporting and governance.
• Maintain Planview data quality across capacity, demand, resource allocations, projects and portfolio performance.
• Gather requirements and translate into application, process, data and reporting solutions.
• Support capacity planning, resource feasibility, portfolio impact assessments and scenario modelling.
• Analyze portfolio performance, capacity, constraints, resource utilization, and delivery trends for leadership decisions.
• Collaborate with internal teams and vendors to troubleshoot issues and implement enhancements.
• Develop and maintain custom reporting tools, Power BI dashboards and KPI reporting to meet evolving needs.
• Support data flows between Planview and other enterprise systems for consistent reporting.
• Drive continuous improvement of Planview configuration, reporting tools, data quality, integrations and processes.
• Create training materials, user documentation and process guides.

Skills

Planview administration

Portfolio analysis

Data analysis

Agile/Scrum/Kanban

Problem solving

Tools

Planview

Power BI

Excel

SQL

OData APIs

Job description

Sobeys is full of exciting opportunities, and we are always looking for bright new talent to join our team! We currently have a full time opportunity for a Portfolio Analyst, Capacity & Portfolio Performance. This role can be based out of one of our main offices including: Stellarton, NS; Mississauga, ON.

As a Portfolio Analyst, Capacity & Portfolio Performance, you will support enterprise portfolio planning, capacity and resource management, portfolio performance, and data-driven decision-making across business and technology initiatives.

You will bring strong analytical and problem-solving skills together with hands-on Planview expertise, working with stakeholders, delivery teams, and application vendors to gather requirements, configure and support the platform, troubleshoot issues, and deliver reporting and data solutions.

What You’ll Do

• Administer, configure, and support Planview, including workflows, data structures, reporting, governance, and application enhancements.
• Maintain Planview data quality across capacity, demand, resource allocations, projects/programs, and portfolio performance.
• Gather business and technical requirements and translate them into application, process, data, and reporting solutions.
• Support capacity planning, resource feasibility, portfolio impact assessments, and scenario modelling.
• Analyze portfolio performance, capacity, constraints, resource utilization, and delivery trends to support governance and leadership decision-making.
• Work with internal teams and external vendors to troubleshoot issues and implement application enhancements.
• Develop and maintain custom reporting tools, Power BI dashboards, KPIs, and portfolio reporting solutions to meet evolving business needs, including data transformation, modelling, measures, and custom columns.
• Support cross-functional reporting integrations and data flows between Planview and other enterprise systems, ensuring consistent and reliable portfolio reporting across teams.
• Drive continuous improvement of Planview configuration, reporting tools, data quality, integrations, and portfolio processes by identifying opportunities for greater efficiency, automation, and improved insights.
• Create training materials, user documentation, and process guides.

Must-Have Qualifications

• 5+ years of hands-on Planview administration and configuration experience, including workflows, data structures, reporting, governance, and application support.
• 5+ years of relevant experience in portfolio analysis, business analysis, application support, PMO, capacity/resource management, or a related field.
• 3+ years of advanced Power BI experience, including data transformation, modelling, measures, and custom columns.
• Advanced Excel, including PivotTables and Power Query.
• SQL skills with the ability to understand, troubleshoot, and modify existing queries.
• Experience with OData APIs and application integration principles.
• Experience with requirements gathering and working in Agile, Scrum and/or Kanban environments.
• Strong analytical, problem-solving, reporting, writing, and presentation skills.
• Experience creating training and user documentation.

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