A management consulting firm in Toronto is seeking a Chief of Staff to lead cross-functional initiatives and drive the firm's growth. The ideal candidate will have over 10 years of experience, including leadership in a high-performing environment. This hybrid role requires strategic thinking and exceptional communication skills. The firm offers a collaborative environment and opportunities to make a significant impact on the team's success. #J-18808-Ljbffr
A growing consulting firm in Toronto seeks a Manager in Business Intelligence & Data Analytics. The ideal candidate will oversee BI tools and lead a team, ensuring high-quality data insights for clients. Required are 5+ years in BI, strong leadership skills, and expertise in SQL, Power BI, and data management. This full-time position offers a hybrid work model and opportunities for client exposure and professional growth. #J-18808-Ljbffr
Join to apply for the Chief of Staff role at Sapling Financial Consultants Inc. 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 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. 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 has been recognized repeatedly for its excellence, being awarded the CanadianSME 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 Chief of Staff, ideally with a strong record of building great teams and people leadership experience in either management consulting or the professional services industry. 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. As a Chief of Staff, you will work at the intersection of scaling the business, performance management and guiding cross‑functional initiatives that drive our firm’s growth objectives forward. You will work to ensure strong performance, motivating and enabling our team to become the best possible. 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. Working through complex problem‑solving with various teams is essential, and you will need to find a balance between hands‑on work and maintaining oversight of follow‑up and accountability to ensure all initiatives are delivered to our high‑quality standards. For this role, we are looking for someone with initiative, competitive drive, and an ability to stay focused on results despite changing conditions. This is a fast‑paced role, so the ability to learn very quickly and thoroughly under changing circumstances is very important. This is a high‑visibility, high‑impact role that blends strategic thinking with operational execution and requires exceptional communication, analytical, and organizational skills. 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. Ultimately, you will play a large role in a small but growing team with big ambitions for the future. Our company is on a hybrid model, with the entire team in‑office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work. Responsibilities Drive the recruitment of senior talent while overseeing a rigorous, high‑quality hiring process for junior team members. Monitor individual and team performance, proactively support the development of high‑potential team members, and help design retention strategies that keep top talent engaged and growing. Support the CEO, Partners, and Senior Leaders in defining and executing the strategic roadmap across various teams. Oversee and coordinate cross‑functional projects such as launching new product lines or setting up a new office, (HR, sales, consulting, marketing), etc. Navigate sensitive employee matters and resolve HR challenges with discretion and judgment, leveraging outside legal counsel where needed. Identify process inefficiencies and implement solutions that scale. Provide executive coaching support, including preparation for high‑stakes presentations and client engagements. Facilitate reflection and learning, helping to identify blind spots and growth opportunities. Support leadership development through feedback, frameworks, and strategic perspective. Act as sounding board for complex decisions and organizational challenges. Skills & Qualifications 10+ years of full‑time progressive professional experience in our field or a similarly high‑performing field, with 2+ years of leadership experience, either leading people or managing projects. Whether you come from operations, consulting, HR or something else is less important than your versatility and willingness to tackle challenging, cross‑disciplinary problems. Proven experience working with C‑level executives on strategic planning, execution, and communication. Experience in project management and coordination of cross‑functional teams, managing project timelines and budget, and ensuring projects meet their objectives. Ability to lead with a positive attitude and approach challenges head‑on. Strong dedication to the team and excellent work ethic, as well as enthusiasm about going above and beyond to ensure our clients achieve their business goals. APPLICATION DETAILS Start Date: ASAP Location: Toronto Application Materials: Resume Non‑AI Cover Letter focusing on your career achievements and goals and how they apply or translate to this role Answers to a couple of questions on our online form. Sapling Financial Consultants is an equal opportunity employer. #J-18808-Ljbffr
Manager, Business Intelligence & Data Analytics Join to apply for the Manager, Business Intelligence & Data Analytics role at Sapling Financial Consultants Inc. 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 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. 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 CanadianSME 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 Manager – Business Intelligence & Data Analytics, ideally with business intelligence experience in either management consulting or the professional services industry, 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. As a Manager, you will work at the intersection of business acumen and data analytics, and lead a team of talented professionals on projects that transform our clients’ data into actionable insights, driving business decisions and strategies. You will oversee the development and maintenance of BI tools, databases, and analytics platforms, building a strong framework for our clients to analyze trends and performance. 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. For this role, we are looking for someone with initiative, competitive drive, and an ability to stay focused on results despite changing conditions. This is a client-facing role with a fast pacing, so the ability to learn very quickly and thoroughly under changing circumstances is very important. As a Manager, it will be important to drive the execution of a project in a timely manner and on budget. Coaching, training, and working through complex problem solving with the team is essential, and finding a balance between delegating tasks to the team, but also withholding the responsibility for follow-up, accountability, and achieving project delivery to clients while meeting high quality standards. This is a pay-for-performance, pay-for-responsibility environment. High performers are given accelerated ownership, exposure, and compensation growth relative to more traditional consulting firms. 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. Ultimately, you will play a large role in a small but growing team with big ambitions for the future. Our company is on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work. Responsibilities Overseeing the design, development, and maintenance of data warehouses, dashboards, reports, and other BI tools Developing and implementing comprehensive business intelligence strategies to support data-driven decision-making Managing a team of BI professionals and guiding their project work, ensuring project execution per client and company standards, on the requested timeline and within the defined project budget Working with clients to identify their data analysis needs and deliver actionable insights Set and uphold a high-quality bar for the accuracy and integrity of data across all platforms and systems Staying abreast of industry trends and advancements in BI technologies to maintain a competitive edge Conducting regular audits of BI tools and processes to identify opportunities for improvement Leading the interpretation of data analysis results and presenting findings to internal stakeholders and clients Establishing governance and best practices around data handling, quality, and security Managing the budget for BI projects, ensuring cost-effective solutions are implemented Facilitating cross-functional projects and initiatives that rely on data insights for success Championing a data-driven culture within the organization, promoting the use of BI insights in everyday business processes High performers are given accelerated responsibility, increased client exposure, and compensation growth in line with Sapling’s pay-for-performance culture. Skills & Qualifications Bachelor’s degree or Master’s degree in a relevant discipline (Computer Science, Information Systems, Business Analytics, Data Science, Statistics, Applied Mathematics, Business Administration and Management, Economics, or Finance). Work experience in specialized consulting firms, elite advisory environments, or top-tier financial institutions. 5+ years of full-time professional experience in executing business intelligence projects, and 2+ years of leadership experience, either leading people or managing projects in high-performance, high-accountability cultures with demanding stakeholders. Deep understanding of data architectures, databases, and data warehousing Experience in the implementation and maintenance of BI tools and platforms, including the following aspects: Warehousing and ETL Processes, SQL and Database Querying, Data Visualization and Reporting Tools, and Business Analytics and Data Mining Experience working with cloud computing and services (Azure, AWS, GCP) BI Software Proficiency (Power BI, Tableau) Advanced Excel and statistical analysis Experience in implementing ERP systems such as NetSuite or MS Dynamics 365 is highly desirable but not a must Experience in project management and coordination of cross-functional teams, managing project timelines and budget, and ensuring projects meet their objectives Demonstrated success at building effective client relationships Ability to lead with a positive attitude and approach challenges head-on Strong dedication to the team and excellent work ethic, as well as enthusiasm about going above and beyond to ensure our clients achieve their business goals Application Details Start Date: ASAP Location: Toronto Application Materials: Resume Cover Letter focusing on your career achievements and goals and how they apply or translate to this role Answering a couple of questions on our online form Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity. Seniority level Mid‑Senior level Employment type Full‑time Job function Consulting and Analyst Industries Business Consulting and Services #J-18808-Ljbffr
Manager, Business Intelligence & Data Analytics
Join to apply for the
Manager, Business Intelligence & Data Analytics
role at
Sapling Financial Consultants Inc.
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 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.
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 CanadianSME 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 Manager – Business Intelligence & Data Analytics, ideally with business intelligence experience in either management consulting or the professional services industry, 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.
As a Manager, you will work at the intersection of business acumen and data analytics, and lead a team of talented professionals on projects that transform our clients’ data into actionable insights, driving business decisions and strategies. You will oversee the development and maintenance of BI tools, databases, and analytics platforms, building a strong framework for our clients to analyze trends and performance.
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.
For this role, we are looking for someone with initiative, competitive drive, and an ability to stay focused on results despite changing conditions. This is a client-facing role with a fast pacing, so the ability to learn very quickly and thoroughly under changing circumstances is very important. As a Manager, it will be important to drive the execution of a project in a timely manner and on budget. Coaching, training, and working through complex problem solving with the team is essential, and finding a balance between delegating tasks to the team, but also withholding the responsibility for follow-up, accountability, and achieving project delivery to clients while meeting high quality standards.
This is a pay-for-performance, pay-for-responsibility environment. High performers are given accelerated ownership, exposure, and compensation growth relative to more traditional consulting firms.
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. Ultimately, you will play a large role in a small but growing team with big ambitions for the future.
Our company is on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work.
Responsibilities
Overseeing the design, development, and maintenance of data warehouses, dashboards, reports, and other BI tools
Developing and implementing comprehensive business intelligence strategies to support data-driven decision-making
Managing a team of BI professionals and guiding their project work, ensuring project execution per client and company standards, on the requested timeline and within the defined project budget
Working with clients to identify their data analysis needs and deliver actionable insights
Set and uphold a high-quality bar for the accuracy and integrity of data across all platforms and systems
Staying abreast of industry trends and advancements in BI technologies to maintain a competitive edge
Conducting regular audits of BI tools and processes to identify opportunities for improvement
Leading the interpretation of data analysis results and presenting findings to internal stakeholders and clients
Establishing governance and best practices around data handling, quality, and security
Managing the budget for BI projects, ensuring cost-effective solutions are implemented
Facilitating cross-functional projects and initiatives that rely on data insights for success
Championing a data-driven culture within the organization, promoting the use of BI insights in everyday business processes
High performers are given accelerated responsibility, increased client exposure, and compensation growth in line with Sapling’s pay-for-performance culture.
Skills & Qualifications
Bachelor’s degree or Master’s degree in a relevant discipline (Computer Science, Information Systems, Business Analytics, Data Science, Statistics, Applied Mathematics, Business Administration and Management, Economics, or Finance).
Work experience in specialized consulting firms, elite advisory environments, or top-tier financial institutions.
5+ years of full-time professional experience in executing business intelligence projects, and 2+ years of leadership experience, either leading people or managing projects in high-performance, high-accountability cultures with demanding stakeholders.
Deep understanding of data architectures, databases, and data warehousing
Experience in the implementation and maintenance of BI tools and platforms, including the following aspects: Warehousing and ETL Processes, SQL and Database Querying, Data Visualization and Reporting Tools, and Business Analytics and Data Mining
Experience working with cloud computing and services (Azure, AWS, GCP)
BI Software Proficiency (Power BI, Tableau)
Advanced Excel and statistical analysis
Experience in implementing ERP systems such as NetSuite or MS Dynamics 365 is highly desirable but not a must
Experience in project management and coordination of cross-functional teams, managing project timelines and budget, and ensuring projects meet their objectives
Demonstrated success at building effective client relationships
Ability to lead with a positive attitude and approach challenges head-on
Strong dedication to the team and excellent work ethic, as well as enthusiasm about going above and beyond to ensure our clients achieve their business goals
Application Details
Start Date: ASAP
Location: Toronto
Application Materials:
Resume
Cover Letter focusing on your career achievements and goals and how they apply or translate to this role
Answering a couple of questions on our online form
Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Consulting and Analyst
Industries
Business Consulting and Services
#J-18808-Ljbffr
A growing consulting firm in Toronto seeks a Manager in Business Intelligence & Data Analytics. The ideal candidate will oversee BI tools and lead a team, ensuring high-quality data insights for clients. Required are 5+ years in BI, strong leadership skills, and expertise in SQL, Power BI, and data management. This full-time position offers a hybrid work model and opportunities for client exposure and professional growth. #J-18808-Ljbffr
Join to apply for the
Chief of Staff
role at
Sapling Financial Consultants Inc.
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 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.
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 has been recognized repeatedly for its excellence, being awarded the CanadianSME 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 Chief of Staff, ideally with a strong record of building great teams and people leadership experience in either management consulting or the professional services industry.
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.
As a Chief of Staff, you will work at the intersection of scaling the business, performance management and guiding cross‑functional initiatives that drive our firm’s growth objectives forward. You will work to ensure strong performance, motivating and enabling our team to become the best possible.
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. Working through complex problem‑solving with various teams is essential, and you will need to find a balance between hands‑on work and maintaining oversight of follow‑up and accountability to ensure all initiatives are delivered to our high‑quality standards.
For this role, we are looking for someone with initiative, competitive drive, and an ability to stay focused on results despite changing conditions. This is a fast‑paced role, so the ability to learn very quickly and thoroughly under changing circumstances is very important. This is a high‑visibility, high‑impact role that blends strategic thinking with operational execution and requires exceptional communication, analytical, and organizational skills.
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. Ultimately, you will play a large role in a small but growing team with big ambitions for the future.
Our company is on a hybrid model, with the entire team in‑office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work.
Responsibilities
Drive the recruitment of senior talent while overseeing a rigorous, high‑quality hiring process for junior team members.
Monitor individual and team performance, proactively support the development of high‑potential team members, and help design retention strategies that keep top talent engaged and growing.
Support the CEO, Partners, and Senior Leaders in defining and executing the strategic roadmap across various teams.
Oversee and coordinate cross‑functional projects such as launching new product lines or setting up a new office, (HR, sales, consulting, marketing), etc.
Navigate sensitive employee matters and resolve HR challenges with discretion and judgment, leveraging outside legal counsel where needed.
Identify process inefficiencies and implement solutions that scale.
Provide executive coaching support, including preparation for high‑stakes presentations and client engagements.
Facilitate reflection and learning, helping to identify blind spots and growth opportunities.
Support leadership development through feedback, frameworks, and strategic perspective.
Act as sounding board for complex decisions and organizational challenges.
Skills & Qualifications
10+ years of full‑time progressive professional experience in our field or a similarly high‑performing field, with 2+ years of leadership experience, either leading people or managing projects. Whether you come from operations, consulting, HR or something else is less important than your versatility and willingness to tackle challenging, cross‑disciplinary problems.
Proven experience working with C‑level executives on strategic planning, execution, and communication.
Experience in project management and coordination of cross‑functional teams, managing project timelines and budget, and ensuring projects meet their objectives.
Ability to lead with a positive attitude and approach challenges head‑on.
Strong dedication to the team and excellent work ethic, as well as enthusiasm about going above and beyond to ensure our clients achieve their business goals.
APPLICATION DETAILS
Start Date: ASAP
Location: Toronto
Application Materials:
Resume
Non‑AI Cover Letter focusing on your career achievements and goals and how they apply or translate to this role
Answers to a couple of questions on our online form.
Sapling Financial Consultants is an equal opportunity employer.
#J-18808-Ljbffr
A management consulting firm in Toronto is seeking a Chief of Staff to lead cross-functional initiatives and drive the firm's growth. The ideal candidate will have over 10 years of experience, including leadership in a high-performing environment. This hybrid role requires strategic thinking and exceptional communication skills. The firm offers a collaborative environment and opportunities to make a significant impact on the team's success. #J-18808-Ljbffr
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 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, 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 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/services context
A Bachelor’s degree in a relevant discipline (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:
Resume
Non‑AI cover letter focusing on why you are interested in this role and how your experience applies or translates to this role
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.
#J-18808-Ljbffr
Become an Engagement Manager with Sapling Financial Consultants in Toronto, specializing in Financial Modelling and Due Diligence. Lead impactful projects while mentoring a dedicated team in a hybrid work environment.
In this management consulting role, you will oversee client projects, ensuring satisfaction while enhancing service offerings. Your expertise in financial modelling and due diligence will be crucial as you supervise and guide Consultants and Analysts. This position is tailored for professionals with a robust finance background and a commitment to high-quality delivery.
Key Responsibilities:
• Supervise and mentor a skilled team of Consultants and Analysts
• Manage client relationships and identify service opportunities
• Oversee comprehensive financial model development
• Lead quality of earnings reports and databooks
• Conduct in-depth market and company analyses
Requirements:
• Bachelor’s degree in relevant discipline required
• 4-12 years in consulting or finance experience
• Strong supervisory experience with direct reports
• Professional finance designation preferred
• Excellent work ethic and dedication to team
Shape your future in a dynamic role focused on delivering high-impact value to clients.
#J-18808-Ljbffr
