Overview:

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.

Why Join Planview?

At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.

Discover more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

Responsibilities:

- Lead discovery sessions with customers and internal stakeholders to understand
business objectives, reporting needs, data sources, and success measures.




- Translate business needs into explicit functional requirements & acceptance criteria.
- Guide delivery of reporting and analytics solutions using technologies such as
Power BI, SSRS, OData, data marts, tabular models, and custom report
configurations.
- Assist with QA of delivered products (analyze source and target data, write or review
SQL queries, validate transformations, and investigate data-quality, reconciliation,
refresh, and lineage issues).
- Plan and support user acceptance testing; coordinate test scenarios, validate
results, manage defects, and support production readiness.
- Perform structured root-cause analysis and communicate findings, risks,
dependencies, and recommended corrective actions to both technical and non-
technical audiences.
- Manage multiple customer workstreams with appropriate prioritization, status
reporting, documentation, and escalation of delivery risks.
- Create and maintain documentation (reporting specifications knowledge-base
content, etc.).
- Mentor team members and contribute to standards, reusable templates,
estimation practices, and continuous improvements across Analytics & Data
Solutions.

Qualifications:
- 5+ years of experience in business analysis, business intelligence, reporting and/or
data solutions.
- Demonstrated experience gathering requirements and translating business
processes into practical technical solutions.




- Strong understanding of reporting and analytics concepts, including metrics,
dimensions, data models, filters, calculations, refreshes, and data lineage.
- Hands-on experience with one or more business intelligence or reporting platforms,
such as Power BI, SSRS, Tableau, or equivalent technologies.
- Working knowledge of SQL for data analysis, validation, reconciliation,
troubleshooting, and ad hoc investigation.
- Experience documenting and validating integrations, APIs, OData feeds, ETL/data
pipelines, or other system-to-system data flows.
- Ability to facilitate workshops, ask effective discovery questions, challenge
assumptions constructively, and build alignment among stakeholders.
- Strong written and verbal communication skills, with the ability to explain complex
data and technical topics clearly for both technical and non-technical audiences.
- Proven ability to manage competing priorities, work independently, and deliver high-
quality outcomes in a customer-facing environment.

Preferred Qualifications:

- Experience with Planview Portfolios, Planview AdaptiveWork or another enterprise
portfolio, resource, project, or work-management platform.
- Experience designing or supporting custom reports, report tiles, data marts, or
semantic models.
- Experience with data-quality frameworks, reconciliation controls, data governance,
or master-data processes.
- Experience working with cloud-hosted SaaS platforms, scheduled jobs, or
monitoring and logging tools.
- Experience with DAX, Power Query, dataflows, Python, PowerShell, or other
scripting and automation tools.
- Bachelor’s degree in business, information systems, computer science,
engineering, analytics, or a related field—or equivalent practical experience

📌 Sr. Data Solutions Consultant (Canada)
🏢 Planview
📍 Canada