COMPANY SUMMARY
Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted management consulting firm serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in Atlanta, Georgia, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs. During the past decade, Sapling has developed a reputation for excellence in financial modelling and data analytics.
More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, ranked in Globe and Mail' and Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development – Wellness Initiatives, as well as being ranked in Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine in 2024, with a three-year growth rate of 215 per cent .
POSITION SUMMARY, DUTIES AND QUALIFICATIONS
Position Summary
We are looking for an ambitious Analyst with training and ideally some hands-on experience in Business Intelligence, Data Analytics, and Statistical Analytics, who, above all, wants to do high quality, impactful work they can take pride in - work that creates real value for our clients.
Our guiding principle is We Live for A+. If you are someone who strives for excellence, not because you have to, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong.
As an Analyst, you will collaborate with our co-founders and senior consultants to conduct in-depth analyses for management using financial and business data as well as build comprehensive management reporting for clients.
We are a boutique consultancy that differentiates itself from the big firms with best-in-class work, and we have no interest in diluting our brand. The ideal candidate can not only keep up but also win our respect through their work ethic, attention to detail, and high quality of work.
We’re looking, above all, for someone with a long-term outlook who wants to join like-minded people in building a wildly successful company founded on the principle of creating high-impact value for clients.
This role will help you deepen and widen your data analytics and modelling skills and provide you with hands-on experience with client and business development. Ultimately, you will play a large role in a small but growing team with big ambitions for the future.
Our company is on a hybrid model, with the entire team in-office Tuesdays and Wednesdays (2 days/week at 100 Sheppard Avenue East, Suite 860, Toronto), and the balance of days at home. Our hybrid model is a reflection of the independence that our team is entrusted with in completing their work.
Responsibilities
- Data extraction from various systems including accounting systems, operational systems, HR systems, web databases etc. using data extraction tools, custom coding, API connectors, and other extraction techniques
- Mine, analyze, and model large datasets to help define the structure of the database. Develop custom data warehouses and algorithms to apply to data sets
- Comprehensive data manipulations and transformations using SQL to clean the data of any discrepancies and re-organize data sets in desirable forms
- Use predictive modeling to assist in estimating revenue generation and other business outcomes
- Preparing outputs for clients including business reporting packages, financial dashboards, and operational performance trackers using data visualization tools
- Coordinate with different client teams to implement models. Develop processes and tools to monitor and analyze system performance and data accuracy
- Develop financial analyses / data analyses providing actionable insight to management through spreadsheets
- Manage client relationships, ensuring overall satisfaction and looking for pertinent opportunities to provide additional services to existing clients
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, and help in the process of disseminating marketing materials (emails, snail mail, etc.)
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Skills & Qualifications
- A Bachelor degree i n a relevant discipline (i.e., computer science, mathematics, statistics, engineering, science ) is required, though work experience or completed projects in a relevant field coupled with a non-related Bachelor’s degree (humanities, social sciences, etc.) can substitute
- Experience using programming languages ( C#, R, Python, or other languages, ) to manipulate data and draw insights from large data sets
- Deep understanding of relational databases and hands-on experience with MySQL and/or SQL
- Experience or certification using Microsoft Azure services is welcomed, but not a must
- H ands-on experience with Excel Lookup functions, Pivots, VBA Macros
- Experience with data analysis and machine learning techniques (clustering, decision tree learning, artificial neural networks, etc. )
- Experience in data visualization tools such as Power BI or Tableau is a strong differentiator
- 0 - 2 years experience in analytical role with involvement in screening / manipulating / analyzing big data sets is a strong differentiator
- Intellectual curiosity and passion for learning about new industries and new businesses
- 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 enthusias m about going above and beyond to ensure our c lients achieve their business goals
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
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APPLICATION DETAILS
- Start Date: We are looking for 1 full-time team members to start with us either in the summer or fall of 2027.
- Location: Toronto
- Salary Range: $65,000 to $85,000 plus bonus
- Application Materials:
- Transcripts (for your entire undergraduate program to date)
Answering a couple of questions on our online form
We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one, at Sapling. This reflects the care with which we do all our work. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for a large language model
Sapling Financial Consultants is an e qual opportunity employer that is committed to inclusion and diversity.
