Senior Analyst, BP&A

Primacorp Ventures•Westminster, CO
•Onsite

About The Position

Prima Living is seeking a Senior Analyst, Business Planning & Analysis (BP&A) to serve as a finance business partner to its communities and a strategic partner to the President. This senior individual-contributor role combines portfolio financial planning, performance analysis, and delivery of high-priority strategic initiatives. The analyst will turn financial and operational data into clear insights and recommendations for the President and Chairman and contribute to growth through acquisition and development. The role is based onsite in New Westminster, BC, or Mississauga, ON, and reports to the President, Prima Living. The position supports budgeting and forecasting across communities, monthly performance analysis, executive reporting, capital planning, acquisition integration, and strategic projects. It also maintains and improves reporting systems and processes, including the use of automation and AI-enabled tools with validation of results. Responsibilities may evolve with business needs and extend beyond core financial planning and analysis.

Requirements

  • 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 ability to simplify complex financial information.
  • Ability to manage competing priorities in a fast-paced environment.
  • Discretion and sound judgment with highly confidential information.

Nice To Haves

  • 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.

Responsibilities

  • 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.
  • Prepare monthly reporting packages, community scorecards, and dashboards for the President and Chairman.
  • Consolidate and validate financial and operational data from multiple sources before presenting findings.
  • Identify risks, trends, and opportunities, and deliver clear, evidence-based recommendations.
  • Maintain organized supporting calculations, working files, and documentation.
  • 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.
  • 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.
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