Senior Financial Analyst

Let us welcome you home.

Optima Living operates Independent Living, Assisted Living, Supportive Living and Memory Living 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.

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.

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

• 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 accountants (CPA) or certified financial analysts (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