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. This is truly supported by our credo. “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.

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. 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 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 third‑party consultants to validate assumptions and identify deal risks Participate in data room management, Q&A; tracking, and diligence milestone coordination 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 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 robust 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 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 When you join our team, you’ll benefit from a comprehensive package designed to support your well‑being, professional growth, and quality of life.

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

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

Our team members benefit from generous vacation entitlements, paid sick time, and additional paid days off to rest and recharge.

Flexible Work

Environment

Our workspaces include ergonomic sit/stand desks and collaborative open‑office designs. 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.

📌 Finance Specialist -Medical (Edmonton)
🏢 Optima Living
📍 Edmonton