Senior Financial Analyst

Optima Living; Edmonton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading healthcare and real estate community provider is looking for a Senior Financial Analyst in Edmonton. This role involves building financial models and performing due diligence to support strategic investment decisions. The ideal candidate will have 3–5 years experience in M&A or corporate development, along with strong analytical and communication skills. Benefits include market-competitive compensation, health coverage, and opportunities for career growth.

Benefits

Health and wellness benefits

Career growth opportunities

Flexible work environment

Team culture and recognition programs

Qualifications

• 3–5 years of experience in M&A, investment banking, or FP&A.
• Strong deal exposure in corporate development or similar roles.
• Exceptional attention to detail and business judgment.

Responsibilities

• Build and maintain detailed financial models.
• Perform due diligence and financial analysis.
• Support budgeting, forecasting, and financial reporting.

Skills

Advanced Excel skills

Financial modeling

Analytical thinking

Communication skills

Education

Diploma or degree in accounting or finance

CPA or CFA certification

Tools

PowerPoint

Data visualization tools

Job description

Let us welcome you home.

Optima Living operates Independent Living, Assisted Living, Supportive Living, Long Term Care 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.” At Optima Living, we feel genuinely honoured to work with our residents and we advocate a resident‑centered approach where the resident is the focus of all our endeavours.

Position Summary

The Senior Financial Analyst is a highly analytical professional with a strong understanding of financial drivers and performance levers. This role plays a key part in evaluating strategic investment opportunities, supporting deal assessment, and enabling data‑backed decision‑making across the organization. The Senior Financial Analyst is responsible for building robust financial models, assessing valuation across multiple scenarios, and conducting disciplined diligence work to support high‑quality deal execution. In addition, the role contributes to budgeting, forecasting, and financial performance reporting to strengthen Optima Living’s overall financial planning and analysis capabilities.

Key Responsibilities

Deal Analytics

• Build and maintain detailed financial models including but not limited to 3‑statement financial model, DCF model, accretion/dilution, sensitivity and scenario analyses
• Develop valuation analyses including DCF and comparable assets or precedent transactions
• Assist in developing high‑quality materials including investment memos, valuation summaries, and executive‑ready presentations
• Support continuous improvement of processes, models, and reporting tools

Due Diligence

• Perform financial reviews including income statement trends, balance sheet analysis, working capital requirements, KPI assessments, and margin drivers
• Work with subject matter experts, internal teams, or 3rd party consultants to validate assumptions and identify deal risks
• Participate in data room management, Q&A tracking, and diligence milestone coordination
• Perform industry and market research, and competitive benchmarking

Corporate Development Planning & Performance Analytics

• Provide analytics and scenario modelling to inform strategic planning and financial projections
• Work closely with the team to align deal assumptions with corporate forecasts and operating plans
• Support the team during peak periods by assisting with budgeting, forecasting, and ad‑hoc financial modeling
• Prepare ad‑hoc financial analysis to support corporate development projects and strategic initiatives.
• Support integration of acquired assets into budgeting and forecasting models
• Share insights to help refine key performance drivers, resource allocation, and capital planning
• Develop dashboards and KPIs that improve visibility into financial and operational performance.
• Support continuous improvement of processes, models, and reporting tool

Qualifications and Experience

• 3–5 years of experience in M&A, investment banking, private equity, transaction services, corporate development, or FP&A with strong deal exposure
• Completion of accounting or finance diploma or degree is required.
• Certified public accountant (CPA) or certified financial analyst (CFA) an asset
• Experience within industry is an asset - healthcare or real estate
• Advanced Excel and financial modelling skills (driver‑based forecasting, scenario modelling, trend analysis).
• Advanced proficiency with PowerPoint, data visualization tools, or BI platforms.
• Experience coordinating due diligence across multiple workstreams
• Exceptional analytical thinking, attention to detail, and business judgment
• Ability to translate complex analyses into well‑structured insights for senior audiences
• Strong communicator (both written and verbal) – able to distill large amounts of data
• 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, we believe our people are our greatest strength. We are committed to fostering a supportive and engaging workplace where every team member feels valued, empowered, and truly at home. When you join our team, you’ll benefit from a comprehensive package designed to support your well-being, professional growth, and quality of life.

Competitive Compensation

Receive a market‑competitive compensation package with pay progression based on your length of service and individual performance.

Health and Wellness Benefits

We offer employer‑paid health coverage for you and your family, including vision care, dental care, paramedical services, travel insurance, and a health spending account, ensuring your health and peace of mind are a priority.

Career Growth and Development

We are committed to your professional journey. Enjoy opportunities for advancement, access to ongoing training, and educational programs designed to help you thrive in your career.

Financial and Life Support

Our robust benefits package includes an employer‑matching RRSP program, life insurance, and access to our Employee and Family Assistance Program (EFAP), providing support for every stage of life.

Work-Life Balance

We understand the importance of time for yourself and your loved ones. Our team members benefit from generous vacation entitlements, paid sick time, and additional paid days off to rest and recharge.

Flexible Work Environment

We support productivity through flexibility. Our workspaces include ergonomic sit/stand desks and collaborative open‑office designs.

Team Culture and Recognition

At Optima Living, we strive to welcome you home. Our culture is built on mutual support, inclusion, and teamwork. As a member of our team, you'll take part in team‑building activities, social gatherings, and community fundraising events. Through programs like our “Shining Star” Employee Recognition initiative, we celebrate your contributions and stay connected to our shared mission, vision, and values.