Engagement Manager – Financial Modelling, Due Diligence

Sapling, Inc.

Engagement Manager overseeing financial modelling and due diligence for clients at Sapling Financial Consultants. Leading projects focused on quality financial analysis and client satisfaction.

Posted 4/29/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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)
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
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
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

Requirements

What you’ll need

Experience supervising at least 1 or 2 full-time employees 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
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
Ability to take ownership of responsibilities and see them through to completion
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

Benefits

Comp & perks

Flexibility in work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingquality of earnings analysismarket researchfinancial analysisbusiness valuationcapital structure analysisfinancial statement preparationdata synthesisM&A process knowledgeproject management

Soft Skills

team supervisionmentoringclient relationship managementfeedback and recommendationsintellectual curiosityownership of responsibilitiesdedication to teamwork ethiclong-term commitmentmotivation

Certifications

CFACPACMACGACBVFRMMBAMFIN