CFOs
“Number Cruncher” was once considered an insult, but it is now becoming a badge of honour for the methodical and data-driven CFOs that are quickly leaving behind the archaic “Gut Feel” methods of management
Problem

Mid-sized businesses play a significant part in the North American economy. SMEs employ more than 90% of Canada’s private sector workforce and make up 30% of Canada’s GDP. In the US, mid-sized firms employ over 40 million people and account for around one-third of private-sector GDP.

The mighty middle has pared layers of management and thrives by making itself competitive in specialized markets, achieved by being more focused on what their customers want and using more state-of-the-art management methods. Regulation and access to growth capital are the main concerns of mid-sized companies’ executives, and CFOs are strategic leaders when it comes to maximizing value. Mid-market companies require a complex FP&A strategy that integrates operational models with analytics from the various departments of the company (sales, operations, finance), and that connects past performance with future growth and risk scenarios.

Solution

Sapling creates professional financial models and data analytics platforms, tailored to mid-market companies, that help to evaluate new business opportunities, to identify and eliminate unprofitable clients or products, to secure financing for new projects, and to analyze and optimize performance. Our experience is honed by working with the office of the CFO, in numerous private and public companies across North America.

Two people analyzing data
What We Do
  • Data Analytics - Automation
  • Data Analytics - Power BI Dashboard
  • Due Diligence - Data Analytics
  • Due Diligence - Quality of Earnings
  • Financial Analysis - Excel-Reporting Pack
  • Financial Analysis - Financial Model Build
  • Financial Analysis - Investor Relations
  • Financial Analysis - Operating Tool Enhancement
  • Outsourced Modelling & FP&A - Interim FP&A
Highlight Clients
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We build best-in-class, custom financial models so you can make better decisions for your business