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 SummaryThe Senior Financial Analyst is a highly analytical qualified 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 ResponsibilitiesDeal AnalyticsBuild and maintain detailed financial models including but not limited to 3‐statement financial model, DCF model, accretion/dilution, sensitivity and scenario analysesDevelop valuation analyses including DCF and comparable assets or precedent transactionsAssist in developing high‐quality materials including investment memos, valuation summaries, and executive‐ready presentationsSupport continuous improvement of processes, models, and reporting toolsDue DiligencePerform financial reviews including income statement trends, balance sheet analysis, working capital requirements, KPI assessments, and margin driversWork with subject matter experts, internal teams, or third‐party consultants to validate assumptions and identify deal risksParticipate in data room management, Q&A tracking, and diligence milestone coordinationPerform industry and market research,



and competitive benchmarkingCorporate Development Planning & Performance AnalyticsProvide analytics and scenario modelling to inform strategic planning and financial projectionsWork closely with the team to align deal assumptions with corporate forecasts and operating plansSupport the team during peak periods by assisting with budgeting, forecasting, and ad‐hoc financial modelingPrepare ad‐hoc financial analysis to support corporate development projects and strategic initiativesSupport integration of acquired assets into budgeting and forecasting modelsShare insights to help refine key performance drivers, resource allocation, and capital planningDevelop dashboards and KPIs that improve visibility into financial and operational performanceSupport continuous improvement of processes, models, and reporting toolQualifications and Experience3–5 years of experience in M&A, investment banking, private equity, transaction services, corporate development, or FP&A with strong deal exposureCompletion of accounting or finance diploma or degree is requiredCertified public accountants (CPA) or certified financial analysts (CFA) an assetExperience within industry is an asset - healthcare or real estateAdvanced Excel and financial modelling skills (driver‐based forecasting, scenario modelling, trend analysis)Advanced proficiency with PowerPoint, data visualization tools, or BI platformsExperience coordinating due diligence across multiple workstreamsExceptional analytical thinking, attention to detail, and business judgmentAbility to translate complex analyses into well‐structured insights for senior audiencesStrong communicator (both written and verbal)



– able to distill large amounts of dataStrong sense of ethics and the ability to handle sensitive information with tact and discretionConditions of EmploymentClear Police Information CheckWhy 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 CompensationReceive a market‐competitive compensation package with pay progression based on your length of service and individual performance.Health And Wellness BenefitsWe 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 DevelopmentWe 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 SupportOur robust advantages 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 BalanceWe 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 EnvironmentWe support productivity through flexibility. Our workspaces include ergonomic sit/stand desks and collaborative open‐office designs.Team Culture and RecognitionAt 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.

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