Senior Financial Analyst, FP&A

Description

About the Role:

The Senior Financial Analyst, Go-to-Market FP&A serves as a strategic finance partner supporting Embark's growth objectives. This role combines financial planning and analysis, revenue forecasting, sales and marketing analytics, and business intelligence to provide actionable insights that drive customer acquisition, conversion, profitability, and long-term value creation. Working closely with leaders across Finance, Sales, Marketing, Operations, and Technology, the successful candidate will help shape data-driven decision making and contribute directly to Embark's growth strategy.

CHALLENGES TO BE MET

Conversion Funnel Optimization & Insights

· Use data to provide business insights, identify gaps and opportunities related to lead source and quality, and other data points related to increasing profitable sales.

· Analyze and report on key Go-to-Market performance metrics including customer acquisition cost (CAC), marketing ROI, lead conversion, sales productivity, payback periods, and lifetime value indicators.

· Partner with Marketing and Sales leaders to evaluate campaign performance and optimize spend allocation across channels.

· Develop business cases and financial analyses to support growth initiatives, product launches, and customer acquisition strategies.

· Identify revenue growth opportunities by analyzing customer behavior, acquisition trends, conversion performance, and profitability.

Financial Planning & Analysis and Forecasting

· Develop and maintain comprehensive financial forecast models to support Go-to-Market related financial planning initiatives, including but not limited to, monthly forecast, annual budget and long-term strategy planning such as a 5-year outlook.

· Conduct monthly actual/forecast vs. budget variance analysis for the Go-to-Market divisions with meaningful commentary to management on its performance and apply the implications to rolling forecast updates.

· Identify, track, analyze and report on key financial and operational drivers for the Go-to-Market divisions to measure performance against strategic and operational goals.

· Serve as a trusted finance business partner to Go-to-Market leaders, providing financial insights and recommendations to support key decisions.

· Build scenario analyses and sensitivity models to evaluate strategic opportunities and risks.

· Translate complex financial and operational data into actionable recommendations for senior leadership.

Management Reporting & Key Business Drivers

· Design and maintain executive dashboards and scorecards to track key Go-to-Market performance indicators.

· Leverage business intelligence tools such as Power BI, Tableau, or equivalent platforms to automate reporting and enhance decision-making.

· Ensure data integrity and consistency across sales, marketing, CRM, data warehouse, and financial systems.

WHO WE ARE LOOKING FOR

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

· Min. 3 years of experience in FP&A, data analytics, or business performance reporting, preferably with experience supporting Sales, Marketing, or other Go-to-Market functions.

· Advanced Excel and financial modelling skills.

· Experience with Power BI, Tableau, SQL, or other business intelligence and analytics tools.

· Experience working with large datasets and data warehouses.

· Experience with financial planning systems such as Vena, Adaptive, Anaplan, Hyperion, or similar platforms.

· Strong ability to influence stakeholders and communicate financial insights to non-financial audiences.

· Demonstrated ability to manage multiple priorities in a fast-paced environment.

· Experience supporting Sales, Marketing, Revenue Operations, or other customer-facing functions.

· Someone who recognizes our customers as our most important stakeholders.

· The ability to work in a team setting and serve value.

· Someone who continuously takes initiative and embraces change

Benefits

As an employee at Embark you will benefit from so many great employee perks…

🌍 Flexible Ways of Working: Design your workday around what matters most. With flexible hours, you can balance work with all the other important things in life. And, with our Remote Work Arrangement, you can work from anywhere in the world for part of the year—whether that’s a beach in Bali or your cozy cabin in Muskoka.

💪 Health & Wellbeing Support: Your wellbeing is our priority. Enjoy fitness reimbursements, paramedical coverage, and a generous health spending account. Recharge with Embark Wellness Days and wellness-focused afternoons, and access extended mental health support whenever you need it.

🚀 Career Development That Moves You Forward: Fuel your growth with funding for courses, certifications, and conferences. Explore new horizons through job rotations and secondments, and benefit from ongoing coaching and personalized development planning that keeps your career moving. At Embark, people stick around for the long-haul.

🎓 RESP Matching — Because Futures Matter: We don’t just talk about education—we invest in it. On top of RRSP matching, you’ll receive RESP matching to help your loved ones pursue their post-secondary dreams.

🎉 Fun Is Part of the Job: We take fun seriously. From themed parties and surprise treat days to team socials that actually make you want to show up, we create moments that spark joy, build connection, and make work feel like more than just work.

We use artificial intelligence (AI) tools to support aspects of the recruitment process.

Recent Awards

Not All Fintechs Are Created Equal — Embark on Something Bigger

At Embark, we’re redefining what it means to be a fintech with purpose. Our mission is simple but powerful: help more Canadians achieve their education goals.

Through our innovative digital platform for RESPs, we’ve eliminated the red tape and complexity of traditional banking. Now, families can open an RESP, manage their investments, and unlock government grants—all from home, in minutes.

We don’t just talk about impact—we deliver it. Over the past 60 years, we’ve reinvested over $60 million into scholarships and supported more than 850,000 students in pursuing post-secondary education.

Joining Embark means more than building your career—it means building Canada’s future generation.

If you’re driven by purpose, inspired by innovation, and ready to make a difference, we’d love to meet you. We are continuously evolving how we work, and we want we want you to join us on our journey.

Let’s help Canadians dream bigger—and achieve more.