Engagement Manager – Financial Modelling & Due Diligence

COMPANY SUMMARY

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 a 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, DUTIES AND QUALIFICATIONS

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.

Our guiding principle is We Live for A+. 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.

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 strong 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 (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. Your job will be primarily around (a) structuring the models while incorporating a deep understanding of the client’s revenue and expense drivers, and (b) detailed quality control checks
• Oversee the development of 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. Your job will be primarily around (a) structuring the tests and analyses to be completed, and (b) detailed quality control checks
• Supervise the team as they 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
• Oversee and conduct quality control on the work of Analysts and Consultants on the team
• Provide feedback and recommendations to company management on better ways to train and motivate the team, new areas where we can provide related services to existing and new clients, and methods to enhance the company’s operations and efficiency
• 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.)
  

Skills & Qualifications

• Experience supervising at least 1 or 2 full-time employees (i.e., direct reports) in a consulting, advisory, financial planning & analysis or other professional/professional services context
• A Bachelor’s degree in a relevant discipline (i.e., commerce, economics, business administration, computer science, mathematics, engineering, etc.) is required, though work experience in a relevant field coupled with a non-related Bachelor’s degree (humanities, social sciences, etc.) can substitute
• Ideally, possession of a professional finance designation – especially CFA, CPA (Canada or US), but also CMA, CGA, CBV, FRM. MBA/MFIN also a positive consideration
• Intellectual curiosity and passion for learning about new industries and new businesses, as well as new technical skills
• 4-12 years in management consulting, corporate finance, private equity, public accounting, FP&A, transaction advisory, valuations or investment banking, or similar experience—large firms or small firms both good
• Ability to take ownership of responsibilities and see them through to completion
• Ability to work independently and manage time and multiple tasks/deadlines/deliverables at once
• Strong dedication to the team and excellent work ethic with a willingness to work for extended hours including weekends when called for by client needs
• 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 far more quickly than in a large “brand-name” firm
  

APPLICATION DETAILS

• Start Date: ASAP
• Location: Toronto

• Application Materials:

1. 1. Resume
   2. Non-AI cover letter focusing on why you are interested in this role and how your experience applies or translates to this role
   3. 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. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for a large language model