Job Description

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.

Position Summary

As the Financial Analyst, you will be supporting activities related to financial modeling acquisition opportunities, budgeting and forecasting, business case analysis and scenario planning.

Responsibilities

Prepare financial pro-forma models, scenario analysis, budgets, and forecasts Monitor portfolio of existing properties and assist with relevant financial analysis Cash flow analysis and planning Complete and analyze variance analysis in accordance with company requirements Develop and maintain financial models, ensuring data captures an accurate reflection of agreements and contracts in accordance with industry standards Support Corporate Development initiatives by tracking and monitoring various inbound files, and incorporate data into financial models Review, summarize and incorporate third party analysis (i.e., engineering, cost consultants, geotechnical reports etc.) Perform in?depth industry, market, and competitor research to support the investment review process Prepare ad hoc data reporting and detailed analysis in support of budget and variance explanations Other duties as assigned to support operational requirements

Qualifications and Experience

Minimum of three (3) years experience in an analytical role in Financial Planning & Analysis Completion of Chartered Financial Analyst (CFA) program Experience with multi-residential facilities is an asset Strong experience working as a business partner in delivering better decision support and enabling strategic initiatives which help to improve the organization's financial performance. Excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders Strong sense of ethics and the ability to handle sensitive information with tact and discretion Exceptional organizational skills with the ability to handle multiple tasks and deadlines Strong problem solving and analytical skills Strong computer literacy including effective working skills with Microsoft Suite Applications Comprehensive knowledge of financial, property management and IT management best practices Demonstrated ability to manage multiple projects and competing priorities Strong technical aptitude and work experience with technical applications and systems Advanced Microsoft Excel proficiency is required Team player, with the ability to work with peers and business leaders throughout the organization

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, 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. Enjoy flexible start and end times, as well as hybrid work options that allow you to perform at your best, wherever you are.

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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