Dave O'Brien, CPA, MFinEngagement Manager

Areas of Expertise
  • Financial Modelling and Analysis
  • Data Analytics
  • Business Valuations
  • Due Diligence
  • Equity Research
  • Python for Finance and VBA
Education
  • BA – Wilfrid Laurier University
  • FMVA – Corporate Finance Institute
  • CPA Charterholder
  • MFin – Wilfrid Laurier University

Dave is a Chartered Professional Accountant and an Engagement Manager with Sapling. Upon graduating from undergraduate studies at Wilfrid Laurier University, he worked for four years at a mid-size accounting firm. His time in public accounting gave him exposure to numerous companies in diverse industries, and a keen eye for analyzing financial statements. After cutting his teeth in public accounting, Dave furthered his education by completing a Master of Finance degree at Wilfrid Laurier University, to complement his background.

With Sapling, Dave has helped grow the diligence practice, overseeing the preparation of Quality of Earnings reports for mid-market transactions in industries ranging from healthcare to aviation. As part of due diligence engagements, Dave Leverages his background in accounting to understand the earnings of a company, and go deeper than internal or accountant-prepared financial statements. Additionally, Dave has experience in operational and budget modelling, valuations, and data analytics.

During his spare time, Dave is an avid sports fan, cyclist, reader, and enjoys learning about Canadian history.

Let's Talk

contact details

100 Sheppard Avenue East, Suite 860, North York, ON, M2N 6N5

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