Senior Manager, Financial Planning & Analysis

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

About Optima Living

Founded in 2007 by two friends inspired by their families’ dementia journeys, Optima Living was created to provide a more home-like experience in seniors housing and care. What began as a personal mission has grown into one of Western Canada’s leading senior living and continuing care providers.

Today, Optima Living offers Independent Living, Assisted Living, Supportive Living, Long-Term Care, Brain Health, and Memory Care across Alberta and British Columbia. Our innovative approach includes Spark, Your Wellness, Your Way; our proprietary brain health and care model. As the only Top 10 Canadian senior living and care provider focused exclusively on Western Canada, we proudly serve more than 6,000 residents.

Guided by our North Star, Let us welcome you home™, we are committed to People, Place, and Community. With a resident-first philosophy and a focus on innovation, we are redefining aging with purpose creating communities where seniors live with dignity, connection, and joy.

Position Summary

We are seeking a Senior Manager, Financial Planning & Analysis to lead planning, forecasting, and financial decision support across our operating portfolio and strategic development initiatives. In this role, you will own the annual budgeting process, rolling forecasts, and long-range financial planning. You will oversee financial modelling including three-statement models, discounted cash flow valuations, capital structure analysis, and return assessments, and serve as the business owner for the FP&A platform.

As a trusted finance partner, you will provide clear, decision-useful insights to senior leadership, operational teams, joint venture partners, and other external stakeholders under the guidance of the Director, Investments and FP&A.

Key Responsibilities

Leadership in Budgeting, Forecasting & Executive Reporting

• Lead and modernize the end-to-end annual operating budget and quarterly rolling forecast cycles across all communities and legal entities.
• Develop executive-level Board materials and contribute to monthly and quarterly financial performance reporting packages.
• Define and track core operational KPIs, Net Operating Income (NOI) drivers, and fund/portfolio metrics.
• Lead the development of standardized financial models and KPI frameworks to improve consistency, comparability, and decision‑making.
• Lead ad hoc analysis, including what-if scenarios, business‑case evaluation, and strategic recommendations
• Partner with the accounting and data analytics teams to enhance data capture, reporting infrastructure, and the quality, timeliness, and scope of FP&A insights.
• Lead the implementation and ongoing optimization of the FP&A platform, including system design, administration, reporting governance, enhancements, and user adoption.

Cross‑Functional Collaboration & Team Support

• Work closely with functional leaders to translate financial insights into clear, actionable guidance that supports daily operations.
• Work directly with joint venture partners, under the guidance of senior leadership, to support budgeting, forecasting, financial reporting and other partnership requirements.
• Provide timely and accurate financial analysis to lenders, investors, partners, and other external stakeholders, supporting transparent reporting and effective relationships.
• Support corporate development, capital initiatives, lender reporting, and investor communications through rigorous financial analysis and clear decision‑support materials.
• Assist with due diligence and integration analysis for M&A activity, where applicable
• Lead, mentor, and develop a team of two to three finance professionals, including setting priorities, providing ongoing coaching, managing performance, and establishing strong modelling, documentation, review, and data‑quality standards.

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, people leadership, or lead functional capacity
• Bachelor’s degree in finance, accounting, business, economics, or a related discipline. An MBA or CFA designation would be considered an asset
• Advanced financial modelling expertise in Excel (driver-based forecasting, scenario modelling, trend analysis)
• Demonstrated experience implementing, administering, or serving as a business owner or power user of an enterprise FP&A platform.
• Ability to think on their feet, present complex information clearly, and respond confidently and thoughtfully to questions.
• Ability to manage competing priorities and deliver high-quality work within multiple concurrent deadlines
• Proven track record of presenting to and influencing senior executives and non‑financial business partners.

Conditions of Employment

• Clear Police Information Check
• Clear Vulnerable Sector 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.