Long-Term Portfolio Planning Analyst
3001 TC USA Services Inc
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Benefits offered by this job
Job summary
TC Energy in Houston seeks a collaborative financial analyst to support planning, forecasting, and decision-making activities. You will build complex financial models, develop Power BI dashboards, and provide actionable insights to leadership.
The role emphasizes strong Excel skills, data analysis, and partnering with Finance, Commercial, and Engineering teams to drive portfolio planning. The position offers a hybrid work model with flexibility for eligible office-based staff in the U.S.
Qualifications
- 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.
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.
Skills
Education
Tools
Job description
Determined, imaginative, curious if these are some of the ways you describe yourself, we want to learn more about you! At TC Energy, we are proud to connect the world to the energy it needs. Guided by our values of safety in every step, personal accountability, one team and active learning, we deliver the critical energy that North America and the world rely on while balancing reliability, affordability and sustainability.
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.
To remain competitive, support our high-performance culture and allow for more flexibility in the way we work, we offer a hybrid work model and flexible dress code for our eligible office-based workforce in Canada, the U.S. and Mexico.
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.
- 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.
- 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.
- Financial Analysis
- Business Analysis
- Data Visualization
- Forecasting & Planning
- Scenario Analysis
- Strategic Thinking
- Executive Reporting
- Stakeholder Engagement
- Problem Solving
- Continuous Improvement
About our business: We are a leader in North American energy infrastructure, spanning Canada, the U.S. and Mexico. Every day, our dedicated team proudly connects the world to the energy it needs - moving over 30 per cent of the cleaner-burning natural gas used across the continent.
TC Energy is an equal opportunity employer and participates in the E-Verify program supervised by the US government.
We welcome applications from all qualified individuals regardless of race, religion, age, sex, color, national origin, sexual orientation, gender identity, veteran status, or disability.
We are also committed to providing accommodations throughout the recruitment process.
Applicants requiring accommodations or accessible formats are encouraged to contact us at careers@tcenergy.com for support.
All applicants must have legal authorization to work in the country where the position is based, without restrictions.
Background screening is required for all positions, which may include criminal and/or credit checks.
Offers may be extended at a different level or job title that best aligns with the successful candidate's qualifications.
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