Senior Business Intelligence / Financial Analyst (Financial Planning and Performance)

Position Summary

As the Senior Business Intelligence/Financial Analyst, Financial Planning and Performance, you will play a key role in financial planning and reporting to support management in effective decision‑making. You will be responsible for funding and statistical reporting, planning, data management, and financial analysis. This includes identifying, explaining, and following up on variances against budget and forecast, preparing budgets and forecasts, and delivering reports and dashboards within required deadlines. In this role, you will act as a business partner and collaborate with cross‑functional teams to support various departmental initiatives.

Key Responsibilities

Strategic Financial Leadership

• Operate at a strategic level by monitoring, assessing, interpreting, and reporting on the fiscal performance of the PCH, including resource utilization, expenditure patterns, statistical data, and critical indicators.
• Develop dashboards and performance metrics to support informed decision-making
• Highlight risks and performance issues and recommend corrective actions to the executive team.
• Identify financial risks and opportunities and develop strategies to mitigate or capitalize on them.
• Stay current with government funding programs and regulations specific to long‑term care, provide key insights to support senior leadership decision making

Financial Planning, Budgeting & Forecasting

• Prepare multi‑year operating and business plans, annual budgets, and forecasts.
• Lead the annual and monthly budgeting/monitoring process in collaboration with department heads, developing detailed budgets for staffing, medical supplies, facility maintenance, and operational expenses.
• Prepare accurate and timely financial forecasts, highlighting key assumptions and potential risks.
• Monitor and report on variances between actual and budgeted results, providing insights into cost drivers and recommending actions.
• Develop business analysis tools and performance-management reports/dashboards that clearly summarize business results and provide actionable insights for leadership
• Develop and maintain complex multi‑year operating and financial models, including sensitivity and scenario analyses related to funding, labour, and occupancy.
• Prepare comprehensive multi‑year operating and capital forecasts to inform and support strategic planning.
• Analyze trends in resident demographics, healthcare costs, occupancy rates, government funding, and reimbursement mechanisms, and prepare key highlight reports to support informed decision-making.
• Supports government funding submissions and grant application.
• Evaluate financial and statistical performance by monitoring actual results against budgets and preparing detailed variance analysis with clear insights.
• Analyze operational performance, expense trends, cash flow, working capital, and key performance indicators (KPIs) and provide key findings reports to support data‑driven decision‑making.
• Prepare and present monthly and quarterly management reports including senior leadership, the Board of Directors, Finance and Audit Committee, and other stakeholders, including recommendations and action plans to improve financial and operational performance.
• Supports the preparation of meeting materials such as Business cases/Briefing notes, highlighting key performance findings for various leadership and committee meetings.

Business Partnering & Strategic Support

• Act as a business partner to cross‑functional teams, supporting strategic initiatives and evaluating the financial/business impact of proposed strategies.
• Collaborate with department heads to optimize resource allocation and strengthen organizational sustainability while maintaining high-quality care standards.
• Work with operational teams to implement and monitor cost‑control measures without compromising resident care.
• Identify business opportunities and prepare scenario analysis reports, business proposals and recommendations to maximize revenue and recoveries.
• Deliver financial analysis and advisory support by developing reports, tools, and business cases that strengthen departmental initiatives, while preparing Board‑ready cases that clearly demonstrate financial sustainability and community impact.
• Evaluate and support new long-term care initiatives, including developments, redevelopments, and partnerships

Compliance, Reporting & Stakeholder Relations

• Ensure compliance with healthcare finance regulations, funding requirements, and internal policies.
• Prepare the required financial and business reports and liaise with government agencies where required.
• Collaborate with external stakeholders, including auditors and financial institutions, to support audit, compliance and risk management activities
• Communicate financial and business performance, trends, and recommendations clearly to both financial and non‑financial stakeholders.

Other Responsibilities

• Support ad‑hoc projects and perform additional duties as required

Qualifications

• Bachelor’s degree in finance, Accounting, Healthcare Administration, or a related field
• Undergraduate Degree in Accounting and Finance
• Master’s degree business administration, healthcare administration or equivalent experience preferred
• Strong preference for Chartered Professional Accountant (CPA) or working towards the designation.
• Minimum 7+ years of progressive experience in financial analysis within the healthcare or long-term care sector.
• Advanced proficiency in financial modeling and use of MS Word (proficiency), Excel (Advanced) and PowerPoint (Advanced) and experience with enterprise financial system software and budgeting software; preferred proficiency with Adaptive, Microsoft Business 365, PeopleSoft, and Power BI.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong understanding of financial regulations, accounting principles, and industry best practices.
• Strong leadership, adaptability, interpersonal and collaboration skills are essential for this role, including the ability to build strong relationships.
• Excellent organizational, time management and project management skills.
• Proven ability to multitask, prioritize effectively, and manage competing deadlines.
• Superior analytical and problem-solving abilities
• Demonstrated effectiveness in leading and working with teams, including supporting collaborative design and development of financial/business tools and reports.

Salary Range $78,000 - $98,000