Consultant – Financial Analysis, Valuations, Due Diligence

Sapling, Inc.

. 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 .

Posted 9/25/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$100,000 - CA$130,000 per yearWebsite

Tech Stack

Tools & technologies

MySQLPythonSQLVBA

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

A Bachelor’s degree in a relevant discipline (i.e., commerce, economics, business administration, computer science, mathematics, engineering, etc.) is required
An educational background combining business and economics knowledge with a STEM background is highly desirable
CFA, CBV, CPA designation or significant progress towards certification is highly desirable
2+ years of experience in management consulting, corporate finance, financial planning and analysis, public accounting, private equity, transaction advisory or investment banking, or related fields
1+ years experience working with private equity firms and portfolio companies of private equity firm
2+ years experience with modelling, due diligence, and/or valuations in the infrastructure, electricity and renewable energy, and healthcare industries
Strong computer literacy with emphasis on advanced Excel, PowerPoint, Word, and Macabacus skills
Knowledge of Power BI, SQL or MySQL databases, and programming (e.g., VBA, Python, etc.) is highly desirable
Intellectual curiosity and passion for learning about new industries, new businesses, and 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, clients, and excellent work ethic
Experience with coaching junior staff and providing feedback is considered an asset
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
Language of work: English
Resume, cover letter, online questionnaire, copy of portfolio or relevant work examples, and latest transcripts required for application

Benefits

Comp & perks

Group Benefits Package including medical coverage, dental care, vision care, paramedical services, life insurance coverage, and long-term disability coverage
Healthcare spending account of $400 per year
Personal spending account of $750 per year
3-weeks paid vacation
3 paid sick days per year
Hybrid work environment with 2 days work in the office, and 3 days work from home
Paid study time to work towards CFA, CPA, and CBV designations
Exam fees for the CFA, CPA, and CBV designations covered upon passing