Sapling

Sapling

Consultant - Financial Modelling & Analysis

Toronto, Ontario · Staff+ · Full-time

Sponsorship not specifiedDetected 45 days ago
PythonJavaC#SpringSQLMySQLData AnalysisData VisualizationNLPFinancial ModelingAccountingBudgetingExcelValuationM&AFP&AAR/VRResearchMentoringMicrosoft OfficeCFA

About the role

  • Our guiding principle is We Live for A+.
  • We are a boutique consultancy that differentiates itself from the big firms with best-in-class work and a strong functional expertise, and we have no interest in diluting our brand.

Responsibilities

  • Develop financial analyses/data analyses providing actionable insight to management through spreadsheets constructed with data from accounting/finance systems, operational systems, HR systems, web databases, etc.
  • Conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents
  • Build automated Key Performance Indicators Dashboards that drill down into a company's financial and operational data to identify key business trends and assist with forming a short and long-term finance strategy
  • Develop quality of earnings databooks and reports, synthesizing financial, accounting, operational and other information from companies going through the M&A process in order to normalize earnings, and provide assurance around claimed earnings
  • Manage client relationships, ensuring overall satisfaction, and looking for pertinent opportunities to provide additional services to existing clients
  • Develop, manage, oversee and implement dynamic spreadsheet "tools" covering a wide range of situations based on client needs.
  • Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once

Requirements

  • Master's degree in a related field is considered an asset
  • Experience with coaching junior staff and providing feedback is considered an asset
  • If you are someone who strives for excellence, not because you have to, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong.
  • This role will help you deepen and widen your due diligence, financial modelling, and data analytics skills and provide you with hands-on experience with client and business development.

Compensation

  • Desire to contribute to the firm over the long haul, with the understanding that loyalty and hard work will be recognized in both compensation and responsibilities

Benefits

  • Intellectual curiosity and passion for learning about new industries and new businesses, as well as new technical skills

Company info

  • Sapling Financial Consultants is a management consulting firm, founded in 2015.
  • What started as an idea from a kitchen table has turned into a trusted management consulting firm serving clients across North America.
  • During the past decade, Sapling has developed a reputation for excellence in financial modelling and data analytics.
  • More than half of Sapling's clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting.
  • The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions.
  • During periods of economic uncertainty, Sapling has consistently demonstrated steady growth.
  • Headquartered in Toronto, Ontario, with a newly opened satellite office in Atlanta, Georgia, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.
  • The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, ranked in Globe and Mail' and Ragan's 2025 Workplace Wellness Award in the category of Learning & Development - Wellness Initiatives, as well as being ranked in Canada's Top Growing Companies by The Globe and Mail's Report on Business Magazine in 2024, with a three-year growth rate of 215 per cent.
  • We are looking for 1 full-time team member to start with us either in the spring or summer of 2026.
  • Non-AI Cover Letter
  • Answering a couple of questions on our online form
  • We do not use AI to review your application.
  • When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling.
  • This reflects the care with which we do all our work.
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This listing is sourced directly from Sapling's careers page and normalized into a canonical job model.