Analyst
Current• Build comprehensive and complex financial models covering client companies’ operations, capital structure, working capital items, and full financial statements • Develop 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• 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• Develop financial analyses/data analyses providing actionable insight to management through spreadsheets constructed with data from accounting/finance systems, operational systems, HR systems, web databases, etc.• Develop, manage, oversee and implement dynamic spreadsheet “tools” covering a wide range of situations based on client needs. Examples of previous Sapling work in this regard include a manufacturing plant scheduling tool, a plant nursery harvest model, financial statement consolidations, personal finance overviews, life insurance sales models, investment account tax and return calculations, etc.• Building automated Key Performance Indicators Dashboards that drill down into a company’s financial and operational data to identify key business trends and assist with forming a short and long-term finance strategy• 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, webinars, etc.)
