Analyst – Finance and Strategic Projects

CFA Institute; Calgary; On-site; CAD 75,000 - 100,000; Full time

Job summary

A leading company in senior living is seeking an Analyst to support financial and strategic initiatives. This role involves working closely with senior leadership on financial analysis, strategic planning, and special projects, providing valuable exposure to real estate and capital markets.

Benefits

Competitive compensation package

Bonus potential

Generous benefits

Professional development opportunities

RSP matching

High quality meals at-cost

Qualifications

• 3+ years of experience in finance, corporate development, or investment banking.
• Strong skills in financial analysis and modeling.

Responsibilities

• Develop financial models, forecasts, and dashboards.
• Conduct market and industry research in real estate.
• Assist with investment evaluations and board-level reporting.

Skills

Financial Analysis

Modeling

Communication

Attention to Detail

Curiosity

Education

Undergraduate degree in Business, Finance, or Economics

CFA designation or progress

Tools

Microsoft Excel

PowerPoint

Job description

United Active Living- Corporate

About United Active Living

United Active Living is a Calgary-based leader in innovative senior living, offering a range of services from independent living to memory care. Our communities are designed to foster independence, engagement, and well-being, providing residents with opportunities to connect, learn, and live with purpose. As we continue to grow, we are seeking a motivated Analyst to join our team, supporting the CFO and CEO on financial and strategic initiatives that drive our mission forward.

Analyst – Finance and Strategic Projects – Full Time

This role offers a unique opportunity to work directly with senior leadership on financial analysis, strategic planning, and high-impact special projects. You'll gain exposure to real estate, capital markets, and operational decision-making in a dynamic, mission-driven environment.

Responsibilities (includes but not limited to):

• Develop and maintain financial models, forecasts, and dashboards
• Analyze business performance and support capital planning
• Conduct market and industry research (particularly in real estate and seniors housing)
• Assist with investment evaluations, due diligence, and board-level reporting
• Contribute to strategic projects across finance, operations, and growth planning
• Help prepare presentations, memos, and materials for internal and external stakeholders.
• Other duties as assigned.

Qualifications

• Undergraduate degree in Business, Finance, or Economics (CFA designation or progress is a plus)
• 3+ years of experience in finance, corporate development, investment banking, or a related field (recent grads with strong credentials are welcome to apply)
• Strong skills in financial analysis and modeling
• Familiarity with capital markets, investment principles, and/or real estate finance
• Advanced proficiency with Microsoft Excel and PowerPoint
• Comfortable working independently and as part of a team
• Excellent communication skills and attention to detail
• Curiosity and interest in emerging tools and technologies, including AI applications in financial analysis and reporting

Why join us?

United Active Living is leading the way to transform the experience of aging, made possible by our passionate team, dedicated to delivering meaningful experiences and excellent customer service. Enhancing the health and well-being of our residents drives every action and decision and our approach is guided by clear and simple values: respect, individuality, community.

When you join United Active Living, you’ll become a part of a collaborative team focused on delivering exceptional experiences. Our team takes pride in using an approach rooted in its values to provide industry-leading services, programs, and care. You will also have:

• Direct access to executive decision-making
• Hands-on experience with real estate strategy, finance, and innovation in senior living
• to contribute to a values-driven, growing organization
• A collaborative team environment with meaningful impact

As a member of our team, you’ll enjoy a competitive total rewards package, including a number of extra incentives that contribute to an exceptional experience for our team members:

• Competitive compensation package
• Bonus potential that aligns with position responsibilities and individual/company performance
• Generous benefits
• Professional development opportunities
• RSP matching High quality meals offered at-cost, when in community
• 
  competitive total rewards package that aligns with the position responsibilities and performance
  
  Skills:
  CFA Charterholder | Passed CFA Level I | Passed CFA Level II | Passed CFA Level III (Charter Pending)
  
  Salary:
  $75,000 - $99,999