Engagement Manager – Financial Modelling & Due Diligence

Sapling Financial Consultants•Toronto, ON

12d•Hybrid

About The Position

Sapling Financial Consultants is seeking an ambitious Engagement Manager – Financial Modelling and Due Diligence who is driven by a desire to produce high-quality, impactful work. The ideal candidate will have a background in management consulting, corporate finance, private equity, public accounting, FP&A, transaction advisory, or investment banking, with a strong emphasis on excellence, client service, and mentoring. This role involves leading projects, guiding Consultants and Analysts, and delivering comprehensive financial models, quality of earnings reports, KPI dashboards, and in-depth analyses for clients. Sapling is a boutique consultancy focused on best-in-class work and functional expertise, seeking individuals with a strong work ethic, attention to detail, and a long-term commitment to building a successful company. This position offers opportunities to develop professional services management, supervisory, and client management skills, while expanding expertise in financial modelling, due diligence, and data analytics within a rapidly growing team.

Requirements

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
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

Nice To Haves

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

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.)