Senior Analyst, BP&A

Job summary

The Senior Analyst will serve as a finance business partner, leading annual budgeting, rolling forecasts, and performance analysis for retirement communities. They will also drive strategic initiatives, prepare executive reporting, and maintain financial models to support decision-making for the President and Chairman.

Job details

Prima Living, a proud member of the Primacorp group of companies, is leading the next generation of senior living in Canada. We are growing a network of vibrant, people first communities focused on compassion, connection, cultural inclusivity, and operational excellence. Reports To: President, Prima Living Location: New Westminster, BC or Mississauga, ON Compensation: $80,000–$90,000 Schedule: Full-Time | Onsite About the Role Prima Living is a fast-growing, multi-province retirement living organization. We are seeking a Senior Analyst, Business Planning & Analysis (BP&A) to serve as a finance business partner to our communities and a strategic partner to the President. This is a senior individual-contributor role that combines portfolio financial planning, performance analysis and the delivery of high-priority strategic initiatives. You will turn financial and operational data into clear insight and recommendations for the President and Chairman, and play a key role as we grow through acquisition and development. What You'll Do Financial Planning & Business Partnering Co-lead the annual operating budget process and prepare rolling forecasts for all communities. Partner with General Managers and Regional Directors on monthly results, variance analysis, labour, occupancy and pricing performance. Build financial models, business cases and scenario analyses to support decisions. Support capital planning, ROI analysis and the financial integration of new acquisitions. Executive Reporting & Analysis Prepare monthly reporting packages, community scorecards and dashboards for the President and Chairman. Consolidate and validate financial and operational data from multiple sources, ensuring accuracy before any findings are presented. Identify risks, trends and opportunities, and deliver clear, evidence-based recommendations. Maintain organized supporting calculations, working files and documentation for review and reference. Strategic Projects Drive priority initiatives for the President, tracking timelines, deliverables, budgets and follow-ups. Conduct business analysis, operational assessments and research to support executive decisions. Coordinate across internal teams, consultants, vendors and external partners to keep initiatives on schedule. Prepare executive briefings, decision memos and presentations. Systems & Continuous Improvement Maintain and enhance reporting in Yardi, Excel and Power BI. Automate recurring reporting and improve data quality. Use AI-enabled tools to improve efficiency while validating results. **Responsibilities may evolve based on business needs and may extend beyond the core financial planning and analysis functions of the role. What You Bring Bachelor's Degree in Finance, Accounting, Business, Commerce, Economics or Data Analytics. MBA (required). 4–6 years of progressive FP&A, business analysis or corporate finance experience. Experience driving cross-functional projects and supporting senior executives. Advanced Excel and financial modelling skills; Power BI experience. Strong communication skills and the ability to simplify complex financial information. Ability to manage competing priorities in a fast-paced environment. Discretion and sound judgment with highly confidential information. Assets CPA designation. FP&A certification (e.g., AFP FPAC), CFA or PMP. Experience in seniors housing, healthcare, hospitality or multi-site operations. Yardi experience. Acquisition or integration experience. Why Join Prima Living Work directly with the President and Chairman, influence strategic decisions, and help build the financial discipline behind a growing portfolio of retirement communities dedicated to exceptional resident experiences. This Role Is For You If... You enjoy variety, work well under pressure, communicate proactively, take ownership, and are comfortable in an environment with high executive involvement, frequent updates, changing priorities, and a strong focus on results. We are proudly Canadian! rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.

What you’ll do

The Senior Analyst will serve as a finance business partner, leading annual budgeting, rolling forecasts, and performance analysis for retirement communities. They will also drive strategic initiatives, prepare executive reporting, and maintain financial models to support decision-making for the President and Chairman.

Requirements

Candidates must hold a Bachelor's degree and an MBA, with 4–6 years of progressive experience in FP&A or corporate finance. Proficiency in advanced Excel, financial modeling, and Power BI is required, along with strong communication skills and the ability to manage complex, cross-functional projects.

Listed skills

• Power BI · Preferred
• Budgeting · Preferred
• Executive Reporting · Preferred
• Data Validation · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Business analysis · Preferred
• Project management · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Business Analysis
• Financial Modeling
• Variance Analysis
• Capital Planning
• ROI Analysis
• Executive Reporting
• Data Validation
• Strategic Planning
• Excel
• Power BI
• Yardi
• Budgeting
• Forecasting
• Communication
• Project Management
• Influencing Skills
• Strategic Decision Making
• Yardi (Property Management Software)
• Compassion
• Research
• Accounting
• Mergers And Acquisitions
• Artificial Intelligence
• Data Analysis
• Dashboard
• Corporate Finance
• Business Partnering
• Business Planning
• Capital Budgeting
• Certified Public Accountant
• Chartered Financial Analyst
• Continuous Improvement Process
• Data Quality
• Economics
• Finance
• Financial Integration
• Memos
• Operational Data Store
• Operating Budget
• Operations
• Performance Analysis
• Presentations
• Senior Living
• Strategic Partnership
• Timelines
• Master Of Business Administration (MBA)

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Healthcare
• Consulting
• Analyst
• Business Analyst (General)
• Management and Organization Analysts
• Management Analysts

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