Senior FP&A Manager - Strategic Planning & Leadership

Optima Living; Edmonton; On-site; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Health coverage

RRSP matching

EFAP

Vacation

Professional training

Job summary

Optima Living is seeking a Senior Manager, Financial Planning & Analysis to lead budgeting, forecasting, and financial decision support across our operating portfolio and development initiatives. You will own the annual budgeting process, rolling forecasts, and long-range planning, while overseeing modelling, DCF valuations, and capital structure analysis.

You will partner with leadership and external stakeholders to deliver decision-useful insights and to drive data-driven improvements in

Qualifications

• Minimum five years of progressive experience in financial planning and analysis, corporate finance, accounting, or a related finance role.
• At least two years of experience in a managerial role.
• Bachelor’s degree in finance, accounting, business, economics, or related discipline; MBA/CFA asset.

Responsibilities

• Lead the end-to-end annual operating budget and quarterly rolling forecast cycles across all communities and legal entities.
• Develop executive-level Board materials and monthly/ quarterly financial performance reporting packages.
• Define and track core operational KPIs, NOI drivers, and fund/portfolio metrics.
• Develop standardized financial models and KPI frameworks to improve consistency and decision-making.
• Lead ad hoc analysis, what-if scenarios, and business-case evaluations.

Skills

Financial modeling

Leadership

Forecasting

Budgeting

Data analysis

Communication

Strategic thinking

Problem solving

Education

Bachelor’s degree in finance or accounting

MBA or CFA asset

Tools

Advanced Excel

FP&A software

ERP systems

Job description

Optima Living is seeking a Senior Manager, Financial Planning & Analysis to lead budgeting, forecasting, and financial decision support across our operating portfolio and development initiatives. You will own the annual budgeting process, rolling forecasts, and long-range planning, while overseeing modelling, DCF valuations, and capital structure analysis.

You will partner with leadership and external stakeholders to deliver decision-useful insights and to drive data-driven improvements in