Sapling, Inc.

Financial Planning and Analysis

• Build comprehensive and complex financial models covering client companies’ operations, capital structure, working capital items, and full financial statements for LBOs, debt/equity raises, budgeting models, plant expansions, project finance, and roll-up strategies
• Develop financial analyses and data analyses providing actionable insight to management using data from accounting/finance, operational, HR, web databases, and other systems
• Run financial planning and analysis reports for mid-market companies, including budgeting models and variance analysis of actuals against budget
• Evaluate companies’ short- and long-term planning and assess financial performance, working capital management, and lending covenant obligations
• Structure, develop, manage, oversee, and implement dynamic spreadsheet tools based on client needs
• Conduct in-depth market, industry, and company research and develop decks and reports for business plans, business cases, valuations, and financial analyses
• Build automated KPI dashboards to identify business trends and support short- and long-term finance strategy
• Develop quality of earnings databooks and reports for companies undergoing M&A, normalizing earnings and providing assurance around claimed earnings
• Develop valuation models and reports, including en bloc equity valuations, complex financial instrument valuations, purchase price allocations, and analyses supporting M&A transactions and financial reporting
• Assist clients with financial accounting clean-up, including preparing journal entries for required accruals and supporting analyses
• Manage relationships for Top Clients, ensure satisfaction, and identify opportunities for additional services, with a focus on infrastructure, electricity and renewable energy, and healthcare industries
• Mentor and train team members in financial modelling, financial due diligence, and valuations
• Oversee and conduct quality control on Analysts’ work
• Assist with proposals, marketing materials, white papers, blogs, webinars, seminars, and dissemination of marketing materials as required

Consultant – Financial Analysis, Valuations, Due Diligence