Job Title

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 databacked decisionmaking 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 highquality deal execution. In addition, the role contributes to budgeting, forecasting, and financial performance reporting to strengthen Optima Livings overall financial planning and analysis capabilities. Key Responsibilities Deal Analytics Build and maintain detailed financial models including but not limited to 3statement financial model, DCF model, accretion/dilution, sensitivity and scenario analyses Develop valuation analyses including DCF and comparable assets or precedent transactions Assist in developing highquality materials including investment memos, valuation summaries, and executiveready 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 thirdparty 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 adhoc financial modeling Prepare adhoc 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 35 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 (driverbased 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 wellstructured 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 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, youll benefit from a comprehensive package designed to support your wellbeing, professional growth, and quality of life. Competitive Compensation Receive a marketcompetitive compensation package with pay progression based on your length of service and individual performance. Health And Wellness Benefits We offer employerpaid 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 employermatching 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 openoffice 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 teambuilding 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. #J-18808-Ljbffr