Long-Term Portfolio Planning Analyst

Tcenergy; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

TC Energy seeks a collaborative and analytical professional to support business planning, financial analysis, reporting, forecasting, and decision-making. The role leverages advanced Excel modeling, Power BI development, and data analysis to transform complex information into meaningful insights for leaders and partners.

The ideal candidate will have a strong analytical mindset, curiosity, and the ability to work across functions to drive business objectives and strategic decisions.

Qualifications

• Bachelor’s degree in a relevant field and 6+ years of analysis experience.
• Strong financial modeling and Excel proficiency required.
• Experience building reports and dashboards with Power BI.
• Proven ability to communicate clearly and influence leaders.

Responsibilities

• Develop and maintain complex financial and business models for planning and forecasting.
• Conduct scenario analysis to identify risks and opportunities.
• Evaluate performance trends and provide actionable leadership recommendations.
• Support business cases, investment analysis, and planning initiatives.
• Create Power BI dashboards and automated reporting solutions.
• Collaborate with Finance, Commercial, and Engineering stakeholders.
• Translate analytics into clear recommendations for executives.

Skills

Advanced Excel

Analytical thinking

Problem solving

Communication skills

Multi-priority management

Education

Bachelor's degree in Business/Finance/Economics/Engineering/Data Analytics

Tools

Power BI

SAP

MasterPlan

PPM

BPC

Power Query

Power Pivot

DAX

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.

The Opportunity

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.

What You'll Do

Business & Financial Analysis

• 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.

Reporting & Data Analytics

• 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.

Planning & Forecasting

• 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.

Stakeholder Partnership

• Partner with Finance, Commercial, Engineering, and other business stakeholders to understand requirements and deliver analytical solutions.
• Navegate 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.

Continuous Improvement

• 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.

Minimum 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.

Preferred Qualifications

• 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 st