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 third‑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 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

Explicit 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.

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📌 Senior Financial Analyst (Alberta)
🏢 Optima Living
📍 Alberta