Description

As a key member of the Financial Planning & Analytics team, the Senior Analyst, GTM Operations – FP&A partners closely with Marketing, Sales, and other Go-to-Market (GTM) teams to provide data-driven insights and performance tracking across the full customer conversion funnel. This role supports strategic planning, forecasting, and operational decision-making by delivering analytics, reporting, and recommendations that improve lead quality, conversion rates, cost efficiency, and overall return on investment.

CHALLENGES TO BE MET

• Funnel Performance Analysis: Track, measure, and analyze the performance of the full lead-to-sale funnel, including impression-to-lead, lead-to-opportunity, and opportunity-to-closed stages.
• Forecasting & Planning:

o Support planning cycles by incorporating funnel metrics into revenue forecasts and maintain comprehensive financial forecast models to support GTM related financial planning initiatives, including but not limited to, monthly forecast, annual budget and long-term strategy planning such as a 5-year outlook.

o Conduct actual/forecast vs. budget financial variance analysis for the GTM divisions monthly with meaningful commentary to management on its performance and apply the implications to rolling forecast updates.

o Collaborate with GTM business divisions to improve operational efficiency and to identify cost saving opportunities.

o Identify, track, analyze and report on key financial and operational drivers for the GTM divisions to measure performance against strategic and operational goals.

• KPI Reporting: Develop and maintain dashboards, reports, and executive summaries that provide visibility into funnel health, effectiveness of lead sources and divisional KPIs.
• Cross-Functional Collaboration: Act as the financial partner to GTM teams, helping them understand how funnel metrics impact overall business performance and profitability.
• Scenario Modeling: Assist with business cases for new GTM initiatives by modeling potential impact across the conversion funnel and the financial results.
• Attribution & ROI: Work with Data & Analytics, and GTM Ops to attribute sales outcomes back to lead sources and evaluate cost per acquisition (CPA) and lifetime value (LTV).
• Continuous Improvement: Identify bottlenecks or inefficiencies in the funnel and provide actionable recommendations to improve conversion rates and reduce leakage.
• Data Governance: Act as a subject matter expert for utilization and design of data warehouse attributes and ensure consistency and accuracy of funnel-related definitions and metrics in alignment with enterprise reporting standards.

WHO WE ARE LOOKING FOR

• Bachelor’s degree in Finance, Business, Economics, Marketing Analytics, or a related field
• Min. 4 years of experience in FP&A, marketing analytics, business intelligence, or similar
• Strong analytical and financial modeling skills
• Advanced Excel and PowerPoint skills; experience with Power BI, or Vena a strong plus
• Familiarity with marketing and sales funnel metrics and tools (e.g., CRM, Google Analytics)
• Someone who listens to diverse perspectives with an empathetic attitude.
• Strong business acumen and ability to translate data into actionable insights
• Excellent communication skills; able to influence and partner cross-functionally
• Someone who continuously takes initiative and embraces change

About Embark Student Corp.

At Embark Student Corp. (“Embark”), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

Embark Corp. is cultivating an environment that enables growth, trust and pioneering. To help drive our transformation and growth, we are guided by the following strategic pillars:

• Elevate our Expertise in Education Savings & Planning
• Aspire to be Trusted and Easy to do Business with
• Put our Customers in the Center of Our Experience
• Partner to Drive Value, Scale and Reach

What makes us qualified to do this?
In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.

We value each employee for their unique perspectives and experiences. If you are someone who has experience and skills similar to what we are looking for and is aligned with the culture and values, please consider applying!

Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work. This work model however can differ depending on roles and leaders.

Equal Opportunity Employer
We at Embark Corp., are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Embark Student Corp. has been Great Place to Work® certified since 2018.