Co-op Financial Modelling and Due Diligence

Sapling Financial Consultants • Toronto, ON

20d • Hybrid

About The Position

Sapling Financial Consultants is seeking an ambitious financial modelling and due diligence intern to apply their data analytics and quantitative skills to deliver high-quality, impactful work. The intern will collaborate with the consulting team to deliver comprehensive financial models, build KPI dashboards, conduct industry research, build presentation decks, and conduct in-depth analyses for management using financial data. This internship offers hands-on experience with client and business development, allowing the intern to deepen and widen their financial modelling and due diligence skills. The company operates on a hybrid model, with team members in the office on Tuesdays and Wednesdays and working remotely on other days.

Requirements

• 2nd year students and above enrolled in a business program, who have shown an interest in financial modelling and due diligence
• Strong computer literacy with emphasis on advanced Excel, PowerPoint, and Word skills, advanced Excel skills and ability to work with spreadsheets are highly desirable
• Intellectual curiosity and passion for learning about new industries and new businesses, as well as new technical skills
• 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, as well as enthusiasm about going above and beyond to ensure our clients achieve their business goals

Nice To Haves

• Knowledge of Power BI, Tableau, SQL or MySQL databases, and programming (e.g., C#, VBA, Python, R, or other programming language, etc.) is welcomed, but not a must

Responsibilities

• 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)
• 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
• 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
• 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.
• Develop 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, financial statement consolidations, personal finance overviews, life insurance sales models, investment account tax and return calculations, etc.
• 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
• As required, assist with proposals (“live” client leads, government bids, etc.), marketing material development, writing of white papers and blogs, and help in the process of disseminating marketing materials (emails, webinars, etc.)

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Associate degree