Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America. Founded in 2015, we specialize in financial modelling, FP&A, due diligence and data analytics services for mid-market businesses, private equity firms and high-growth enterprises. With our new Atlanta satellite office, we’re expanding our U.S. presence and strengthening our cross-border collaboration. We help leaders from Private Equity firms and CFOs to…
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Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America. Founded in 2015, we specialize in financial modelling, FP&A, due diligence and data analytics services for mid-market businesses, private equity firms and high-growth enterprises. With our new Atlanta satellite office, we’re expanding our U.S. presence and strengthening our cross-border collaboration.
We help leaders from Private Equity firms and CFOs to Entrepreneurs, CEOs, Electricity Developers, and Restructuring & Insolvency professionals to make confident, data-driven decisions. Through tailored financial models and analytics tools, we simplify complexity so strategy comes into focus, empowering decisions with clarity, confidence, and impact.
At Sapling, we don’t settle for good enough. We live for A+ in everything we deliver.
LinkedIn followers
3,411
People associated on LinkedIn
34
Reported office locations
100 Sheppard Avenue East, Suite 870, Toronto, Ontario M2N 6N5, CA
Business categories
Finance
Consulting
Analytics
Database
Financial Services
Other recorded names
Sapling Financial Consultants
Sapling Financial Consultants Inc.
Specialties
Financial Modeling
Data Analytics
Product P&L
Securing Financing
Working Capital Models
Startups
Midmarket
M&A Modelling
Tech
CleanTech
HealthCare
Manufacturing
Mining
Telecom
Professional Services
and Model/Spreadsheet Enhancements
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Business Consulting and Services
Size
11-50 employees
Headquarters
Toronto, Ontario
Organization type
Privately Held
Year founded
2015
Specialties
Financial ModelingData AnalyticsProduct P&LSecuring FinancingWorking Capital ModelsStartupsMidmarketM&A ModellingTechCleanTech
Sapling Financial Consultants has 8 open jobs in Canada as of November 6, 2026. Top locations: Toronto.
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8 jobs·Latest jobs · Sapling Financial Consultants·
7+ YOECandidates need 7+ years of progressive HR experience, including leadership in professional services or consulting. Sapling Financial Consultants also expects strong analytics skills, experience with ATS and HR systems, and an HR certification or professional affiliation.
5+ YOESapling Financial Consultants needs candidates with 5+ years of marketing experience, ideally in consulting or professional services. They should understand B2B buyer journeys, write sharp messaging, manage people and budgets, and be comfortable with CRM, marketing automation and analytics tools.
2+ YOECandidates need a bachelor's degree in a relevant discipline and 2+ years of experience in consulting, corporate finance, accounting, private equity or investment banking. Strong advanced Excel and PowerPoint skills are required, and CFA, CBV or CPA designations (or significant progress toward one) are highly desirable.
2+ YOECandidates need a relevant bachelor's or master's degree, or equivalent work experience, plus 2 to 4 years in an analytical role. They should know SQL and a programming language such as Python or R, be skilled in Excel and in Power BI or Tableau, and have a good grasp of machine learning techniques.
Candidates need a relevant bachelor's degree or equivalent project experience, and programming skills in Python, R or C#. They also need SQL and relational database experience, Excel skills, and ideally Power BI or Tableau.
Candidates need a bachelor's degree in a relevant field such as commerce, economics, or statistics, or relevant work or projects with an unrelated degree. Advanced Excel, PowerPoint and Word skills are required, and progress toward a finance designation such as CFA or CPA is a strong differentiator.
2+ YOECandidates need a relevant bachelor's degree or equivalent work experience, plus 2 to 4 years in consulting, corporate finance, FP&A, public accounting, private equity or investment banking. Advanced Excel and PowerPoint skills are required, and a CPA or CFA designation is highly desirable.
2+ YOECandidates need a relevant Bachelor's degree or equivalent experience, 2-4 years in transaction advisory, corporate finance, public accounting, FP&A or private equity, and strong Excel, PowerPoint and accounting (GAAP/IFRS) skills. A CPA or CFA designation is highly desirable.