Position Summary, Duties and Qualifications

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 advisor serving clients across North America. Headquartered in Toronto, Ontario, with newly opened satellite offices in New York and Atlanta, 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.

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. The firm was recognized for its excellence, being awarded the Canadian SME National Business Award for Best Professional Service in 2023, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two years in a row.

Position Summary

We are looking for an ambitious Engagement Manager – Financial Modelling and Due Diligence, who above all wants to do high quality, impactful work they can take pride in.

We Live for A+.

The ideal candidate has experience in management consulting, corporate finance, private equity, public accounting, FP&A;,



transaction advisory or investment banking, and above all wants to do high‑quality, impactful work they can take pride in—work that creates real value for our clients. Our top priority in hiring for this role is a dedication to excellence, client service and mentoring. Obviously, we need someone who is solid with finance and accounting, but that can be gained in many ways. We’re prepared to provide significant support if you need to deep‑dive on financial modelling and due diligence if your background was a bit less direct (e.g., public accounting or general management consulting).

As a Manager, you will lead projects working with our Consultants and Analysts. As a team, you will deliver comprehensive financial models, develop quality of earnings reports and databooks, build KPI dashboards, conduct industry research, build presentation decks, and conduct in‑depth analyses for management using financial data.

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. The ideal candidate can not only keep up, but also win our respect through their work ethic, attention to detail, and high quality of work.





We’re looking above all for someone with a longer‑term outlook who wants to join like‑minded people in building a wildly successful company founded on that principle of creating high‑impact value for clients.

This role will help you deepen your professional services management and supervisory skills, and your client management skills, while widening your financial modelling, due diligence and data analytics abilities. Ultimately, you will play a large role in a quickly growing team with big ambitions.

Our company is on a hybrid model, with the entire team in‑office (at 100 Sheppard Avenue East, Suite 880, Toronto) Tuesdays and Wednesdays, and the balance of days at home. We expect that this will be our permanent arrangement – we have no plans to increase the in‑office expectations. While we feed off of each other’s enthusiasm and passion while together in the office (Tuesday and Wednesday), we also recognize the importance of being able to balance both work and personal commitments through work‑from‑home three days a week. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work.

Responsibilities

- Supervise, mentor, guide, motivate and train a high‑quality team of Consultants and Analysts while overseeing a portfolio of client projects
- Manage client relationships, ensuring overall satisfaction while looking for pertinent opportunities to provide additional services to existing clients
- Oversee the build‑out of comprehensive and complex financial models covering client companies’ operations, capital structure, working capital items and full financial statements – LBO, debt/equity raise, budgeting models, plant expansions, project finance, roll‑up strategies, etc. Your job will be primarily around (a) structuring the models while incorporating a deep unders

📌 Engagement Manager – Financial Modelling (Toronto)
🏢 Sapling Financial Consultants
📍 Toronto