- Company Name: Sapling Financial Consultants Inc.
- Business Address:

- Company Name: Sapling Financial Consultants Inc.
- Business Address:

100 Sheppard Avenue East, suite 870, Toronto, M2N 6N5

- Title: Consultant - Financial Analysis, Valuations, and Due Diligence
- Job Duties:
- Build comprehensive and complex financial models covering client companies’ operations (revenue and expense drivers), capital structure (debt, equity and other related structures), working capital items (AR, AP, tax, etc.) and full financial statements (balance sheet, cash flow statement and income statement) – LBO, debt/equity raise, budgeting models, plant expansions, project finance, roll-up strategies, etc.
- 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.
- Running financial planning and analysis reports for various mid-market companies, which includes preparing budgeting models and running variance analysis of actuals against budget.
- Evaluating companies’ short and long-term planning and running models to assess their financial performance and ability to manage working capital and meet their lending covenants obligations
- Structure, develop, manage, oversee and implement dynamic spreadsheet “tools” covering a wide range of situations based on client needs. Examples of previous Sapling work in this regard include a manufacturing plant scheduling tool, a plant nursery harvest model, biological asset valuation models, financial statement consolidations, personal finance overviews, life insurance sales models, investment account tax and return calculations, 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
- Develop valuation models and reports, including en bloc equity valuations, complex financial instrument valuations, purchase price allocations ("PPA"), and other analyses supporting Client’s M&A; transactions and financial reporting process
- Assist clients with financial accounting clean-up, including preparing journal entries for required accruals and supporting analyses.
- Manage client relationships for our Top Clients, ensuring overall satisfaction, and looking for pertinent opportunities to provide additional services to existing clients. This role will be focused on serving the firm’s largest clients on multi-year engagements spanning across all of our areas of services,



with a specific focus in the infrastructure, electricity and renewable energy, and healthcare industries
- Mentoring and training team members in building financial models, running financial due diligence and valuations
- Oversee and conduct quality control on the work of the Analysts on the team
- As required, and depending on available billable work, assist with proposals (“live” client leads, government bids, etc.), marketing material development, writing of white papers and blogs, webinars and seminars to associations and prospective client firms, and help in the process of disseminating marketing materials (emails, webinars, etc.)
- Terms of Employment: Permanent, Full-Time Position
- Language of work: English
- Wage: Base Salary in the range $100,000 - $130,000, Discretionary Bonus in the range $20,000 - $30,000
- Perks Package:
- Group Benefits Package including medical coverage, dental care, vision care, paramedical services, life insurance coverage, and long-term disability coverage
- Healthcare spending account of $400 per year, and personal spending account of $750 per year
- 3-weeks paid vacation and 3 paid sick days per year
- Hybrid work environment with 2 days work in the office, and 3 days work from home
- Paid study time to work towards CFA, CPA, and CBV designations and covering exam fees for the CFA, CPA, and CBV designations upon passing
- Location: Toronto, Ontario
- Contact Information: Andreea Lupascu, (416) 371 -2094, , 100 Sheppard Avenue East, suite 870, Toronto, M2N 6N5
- Skills Requirements:
- A Bachelor’s degree in a relevant discipline (i.e., commerce, economics, busine

📌 Consultant - Financial Analysis, Valuations, and Due Diligence (Toronto)
🏢 Sapling Financial Consultants
📍 Toronto