Engagement Manager

**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 advisor 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.

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, receiving Ragan’s 2025 Workplace Wellness Award in the category of Learning & Development - Wellness Initiatives, as well as being ranked among Canada’s Top Growing Companies by The Globe and Mail’s Report on Business Magazine for two years in a row.

**, DUTIES AND QUALIFICATIONS**

**Position Summary**

We are looking for an ambitious Engagement Manager - Business Intelligence & Data Analytics, ideally with business intelligence experience in either management consulting or the professional services industry, who above all wants to do high quality, impactful work they can take pride in.

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 Engagement Manager, you will working at the intersection of business acumen and data analytics, and leading a team of talented professionals on projects that transform our clients’ data into actionable insights, driving business decisions and strategies. You will oversee the development and maintenance of BI tools, databases, and analytics platforms, building a strong framework for our clients to analyze trends and performance.

We are a boutique consultancy that differentiates itself from the big firms with best-in-class work and a strong functional expertise, and we have no interest in diluting our brand.

For this role, we are looking for someone with initiative, competitive drive, and an ability to stay focused on results despite changing conditions. This is a client facing role with a fast pacing, so the ability to learn very quickly and thoroughly under changing circumstances is very important. As an Engagement Manager, it will be important to drive the execution of a project in a timely manner and on budget. Coaching, training, and working through complex problem solving with the team is essential, and finding a balance between delegating tasks to the team, but also withholding the responsibility for follow-up, accountability, and achieving project delivery to clients while meeting high quality standards.

We’re looking above all for someone with a longer-term outlook who wants to join like-minded people in building a wildly successful company founded on that principle of creating high-impact value for clients. 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 (Yonge/Sheppard) Tuesdays and Wednesdays, 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**
- Overseeing the design, development, and maintenance of data warehouses, dashboards, reports, and other BI tools
- Developing and implementing comprehensive business intelligence strategies to support data-driven decision-making
- Managing a team of BI professionals and guiding their project work, ensuring project execution per client and company standards, on the requested timeline and within the defined project budget
- Working with clients to identify their data analysis needs and deliver actionable insights
- Ensuring the accuracy and integrity of data across all platforms and systems
- Staying abreast of industry trends and advancements in BI technologies to maintain a competitive edge
- Conducting regular audits of BI tools and processes to identify opportunities for improvement
- Leading the interpretation of data analysis results and presenting findings to internal stakeholders and clients
- Establishing governance and best practices around data handling, quality, and security
- Managing the budget for BI projects, ensuring cost-effe