Jobs at Sapling Financial Consultants

The Director of People and Culture will lead employee relations, talent acquisition, onboarding, development, culture building, workforce planning, succession planning, HR operations, compensation and benefits, compliance, and people analytics. The role will create scalable recruitment and HR strategies to support growth from 30 to 100 employees across Canada and the United States, while partnering with executives and hiring managers to improve engagement, retention, and organizational effectiveness.

Develop and execute Sapling’s marketing strategy to support business growth, including brand positioning, content, campaigns, market research, lead nurturing, digital channels, budget allocation, and performance measurement. The role manages vendors, mentors marketing staff, collaborates with leadership and sales, and builds differentiated messaging for professional services audiences.

Analyze, extract, clean, and model large datasets from multiple systems; build data warehouses and predictive models; create financial analyses, dashboards, and client reporting; implement and monitor models with client teams; support client relationships and contribute to proposals and marketing as needed.

Perform end-to-end BI and data analytics work: extract and transform large datasets, build data warehouses and predictive models, create dashboards and reporting, manage client relationships, oversee analysts, and contribute to proposals and marketing as needed.

Deliver financial models, quality of earnings reports, KPI dashboards and data analyses; conduct market and company research; build client-facing decks and tools; manage client relationships and assist with proposals and marketing as needed.

The Consultant will conduct financial analyses and modelling, manage client relationships, oversee junior staff, and perform market research. Responsibilities include developing financial tools and ensuring quality control on deliverables.

As a Consultant, you will conduct due diligence, analyze financial statements, develop reports, create financial models, and manage client relationships, ensuring high-quality deliverables to clients.