Who We Are
Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms including mutual fund dealers securities dealers wealth management firms and insurance companies seeking to stay competitive in a digital-first world. Today more than 25000 financial advisors and 1.5 million investors in 12 countries rely on our platform representing over $450B in Assets Under Administration.
We help our clients streamline portfolio management drive efficiencies and create meaningful value. At Univeris we value talent innovation and ideas. We empower employees to act boldly learn continuously and deliver solutions that matter.
About the Role
Univeris is looking for a motivated and detail-oriented Finance Intern to support our Finance team through hands-on exposure to real financial operations. This is not a coffee-fetching role. You will work directly alongside senior finance professionals contributing to live processes including accounts payable receivable period-close preparation reconciliations and financial reporting. If you are eager to learn take ownership and see how a modern fintech finance function operates and are excited about using AI to make it smarter this role is for you.
What Youll Do
Accounts Payable Support Assist with invoice processing vendor data entry and payment tracking
Reconciliations Support bank and account reconciliations under senior analyst guidance
Period-Close Assistance Help prepare working papers and supporting schedules for monthly close
Journal Entry Support Assist in posting and verifying entries in NetSuite
Budget & Forecast Support Pull data update models and assist with variance tracking
Financial Reporting Help compile reports and presentation decks for management
AI & Process Automation Identify repetitive finance workflows and assist in automating them using AI tools prompt engineering and workflow automation platforms
Ad Hoc Projects Contribute to process improvement initiatives and finance transformation efforts driven by AI and technology
Required Skills and Experience
Education Enrolled in a Bachelors program in Finance Accounting Business or a related field
Year of Study 2nd year or above preferred
Excel Proficiency required; pivot tables lookups and basic modelling
ERP Systems Familiarity with NetSuite is an asset
AI Literacy Familiarity with AI tools (ChatGPT Claude etc.) and interest in applying them to finance workflows
AI Agents Experience building AI agents or workflow automations is a strong optional asset
Attributes Detail-oriented self-sufficient intellectually curious strong communicator
$20 - $25 an hour
We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. The final offer amount for this role will be dependent on individual experience and skillset of the candidate.
The Work Environment
- Our location is downtown Toronto in office environment
- Work is hybrid collaborating with other team members in-person and digitally
during regular business hours - Some work outside of normal business hours may be required on occasion due
to month-end close audit season or collaborating with remote teams
At Univeris we embrace diversity and inclusion. We welcome applications from qualifiedindividuals from all backgrounds.
Persons with disabilities who need accommodation in the application process may e-mail a request to
emailprotected.We thank all applicants for showing an interest in this position. Only those selected foran interview will be contacted.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Intern
Who We AreUniveris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms including mutual fund dealers securities dealers wealth management firms and insurance companies seeking to stay competitive in a digital-fi...
Who We Are
Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms including mutual fund dealers securities dealers wealth management firms and insurance companies seeking to stay competitive in a digital-first world. Today more than 25000 financial advisors and 1.5 million investors in 12 countries rely on our platform representing over $450B in Assets Under Administration.
We help our clients streamline portfolio management drive efficiencies and create meaningful value. At Univeris we value talent innovation and ideas. We empower employees to act boldly learn continuously and deliver solutions that matter.
About the Role
Univeris is looking for a motivated and detail-oriented Finance Intern to support our Finance team through hands-on exposure to real financial operations. This is not a coffee-fetching role. You will work directly alongside senior finance professionals contributing to live processes including accounts payable receivable period-close preparation reconciliations and financial reporting. If you are eager to learn take ownership and see how a modern fintech finance function operates and are excited about using AI to make it smarter this role is for you.
What Youll Do
Accounts Payable Support Assist with invoice processing vendor data entry and payment tracking
Reconciliations Support bank and account reconciliations under senior analyst guidance
Period-Close Assistance Help prepare working papers and supporting schedules for monthly close
Journal Entry Support Assist in posting and verifying entries in NetSuite
Budget & Forecast Support Pull data update models and assist with variance tracking
Financial Reporting Help compile reports and presentation decks for management
AI & Process Automation Identify repetitive finance workflows and assist in automating them using AI tools prompt engineering and workflow automation platforms
Ad Hoc Projects Contribute to process improvement initiatives and finance transformation efforts driven by AI and technology
Required Skills and Experience
Education Enrolled in a Bachelors program in Finance Accounting Business or a related field
Year of Study 2nd year or above preferred
Excel Proficiency required; pivot tables lookups and basic modelling
ERP Systems Familiarity with NetSuite is an asset
AI Literacy Familiarity with AI tools (ChatGPT Claude etc.) and interest in applying them to finance workflows
AI Agents Experience building AI agents or workflow automations is a strong optional asset
Attributes Detail-oriented self-sufficient intellectually curious strong communicator
$20 - $25 an hour
We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. The final offer amount for this role will be dependent on individual experience and skillset of the candidate.
The Work Environment
- Our location is downtown Toronto in office environment
- Work is hybrid collaborating with other team members in-person and digitally
during regular business hours - Some work outside of normal business hours may be required on occasion due
to month-end close audit season or collaborating with remote teams
At Univeris we embrace diversity and inclusion. We welcome applications from qualifiedindividuals from all backgrounds.
Persons with disabilities who need accommodation in the application process may e-mail a request to
emailprotected.We thank all applicants for showing an interest in this position. Only those selected foran interview will be contacted.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Intern
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Posted on:
7 hours ago
Vacancies:
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