Senior Financial Analyst

Optimaliving; Edmonton; On-site; CAD 70,000 - 95,000; Full time

Job summary

Optima Living is seeking a Financial Analyst to enhance its financial operations across communities in Alberta and British Columbia. The Analyst will be responsible for financial modeling, treasury optimization, and the analysis of performance metrics. Join a committed team focused on a resident-centered approach, and enjoy competitive compensation along with a supportive work environment.

Benefits

Competitive Compensation

Health & Wellness benefits

Career Growth opportunities

Employer-matching RRSP

Generous vacation and paid sick time

Flexible Work Environment

Team Culture & Recognition events

Qualifications

• 3 years of experience in financial planning and analysis.
• CPA or CFA certification is an asset.
• Comprehensive knowledge of financial management best practices.

Responsibilities

• Prepare annual budgets and management reports.
• Develop and optimize financial models.
• Conduct in-depth analysis of financial performance.

Skills

Financial modeling

Analytical skills

Scenario analysis

Communication

Attention to detail

Education

Accounting or finance diploma/degree

Tools

Microsoft Excel

Job description

Let us welcome you home.

Optima Living operates Independent Living, Assisted Living, Supportive Living and Memory Care communities in Alberta and British Columbia. Our communities are among the best places to live in Western Canada.

Our Vision: For every person to feel at home.

This is truly supported by our credo. “Let us welcome you home.” All of us here feel it is an honor to work with our residents and we advocate a resident-centered approach where the Resident, is the focus of all our endeavors.

As the Financial Analyst, you are responsible for financial modeling acquisition opportunities, cash flow scenarios in operations and developing recommendations for optimizing treasury. The role is actively engaged in managing the day-to-day review of the financial covenants, lead the analysis of the overall performance of the portfolio.

Responsibilities

• Prepare the annual budgets, including coordination with operations team and cross-functional leaders in the organization.
• Complete consolidation and analysis of budgets and the preparation of management reports and presentations.
• Develop and optimize complex financial models to forecast performance based on various scenarios and assumptions.
• Responsible for quarterly forecasting and work closely within finance and cross-functional teams to gather relevant data for accurate forecasting.
• Provide decision support through financial modelling, scenario analysis, and sensitivity analysis.
• Conduct in-depth analysis of financial performance, key performance indicators (KPIs), and variances.
• Integrate newly acquired or developed assets into the reporting framework.
• Prepare ad-hoc financial analysis to support corporate development projects and strategic initiatives.
• Assist in evaluating the financial impact of potential business opportunities.
• Other duties as assigned to support FP&A and operational requirements.

Qualifications and Experience

• Minimum of three (3) years of progressive experience in financial planning and analysis (including advanced financial modeling, sensitivity and scenario analysis and the development of strategic insights to support clinical and operational decision making).
• Completion of accounting or finance diploma or degree is required.
• Certified public accountants (CPA) or certified financial analysts (CFA) an asset
• Comprehensive knowledge of financial, property management and IT management best practices.
• Advance Microsoft Excel skills (advanced formula, power pivot, macros, etc) with proven financial modeling, analytical and financial modeling skills.
• Strong organization skills, attention to detail and ability to prioritize under a fast paced environment and, willingness to assist other team members across the entire company.
• Strong communicator (both written and verbal) – able to distill large amounts of data into discrete and concise information.
• Strong sense of ethics and the ability to handle sensitive information with tact and discretion.

Conditions of Employment

• Clear Police Information Check

Why Join Optima Living?

At Optima Living, our people are our greatest strength. We foster a supportive, engaging workplace where every team member feels valued, empowered, and welcome at home. Join us and enjoy a well-rounded package that supports your well-being, growth, and quality of life.

• Competitive CompensationMarket-competitive pay with increases based on service and performance.
• Health & WellnessEmployer-paid coverage for you and your family, including dental, vision, paramedical, travel insurance, and a health spending account.
• Career GrowthAdvance your career with ongoing training, development, and internal opportunities.
• Financial & Life SupportEmployer-matching RRSP, life insurance, and access to our Employee and Family Assistance Program (EFAP).
• Work-Life BalanceGenerous vacation, paid sick time, and extra days off to rest and recharge.
• Flexible Work EnvironmentEnjoy ergonomic workspaces, hybrid options, and flexible hours to support your productivity.
• Team Culture & RecognitionJoin a culture of inclusion and teamwork with social events, community initiatives, and our “Shining Stars” recognition program which celebrate our mission, vision and values.