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.
The Opportunity
This is an essential operational role for a detail-oriented results-driven professional with a passion for keeping financial engines running at peak performance. You will serve as the financial backbone of day-to-day operations owning core financial functions including AP AR cash flow period-close consolidation reporting and lender compliance while contributing to audits budgeting forecasting and cross-functional projects.
This role is perfect for someone who thrives on ownership and accountability operates with high self-sufficiency and is eager to drive finance transformation through process improvement and AI. You will work actively in NetSuite and play a meaningful role in shaping a modern efficient finance function. We require an individual who truly thinks like an owner and consistently delivers exceptional work.
Responsibilities
AR & AP Management: End-to-end invoice processing vendor/customer relationships payment terms compliance and aging oversight
Cash Flow Management: Short/long-term forecasting and bank reconciliations
Budget Preparation & Monitoring: Lead annual budget cycle; track and report actuals vs. budget with variance commentary
Forecasting Management: Maintain rolling forecasts identify key drivers present updates to leadership
Period Working Papers: Prepare complete auditable close packages tied to the general ledger
Univeris Journal Entry Preparation: Post accruals allocations and adjustments in NetSuite and Intercompany transactions.
Trial Balance Oversight: Review and maintain TB accuracy; resolve variances before period close
Consolidation Reporting: Review consolidated financial statements including intercompany eliminations across all entities
Lender Covenants Reporting: Calculate and report covenant compliance; flag risks proactively.
Audit Support: Support & prepare schedules and remediate control gaps
Financial Analysis & Reconciliation: Variance analysis balance sheet reconciliations and budget comparatives
Ad Hoc Requests by Leadership team.
Experience
Mid-Level (5 years): Bachelors degree in Accounting Finance or a related field required; CPA designation or equivalent strongly preferred.
Corporate Reporting & FP&A: Demonstrated hands-on experience with full-cycle accounts receivable & payable general accounting operations Budgeting & Forecasting Month end reporting Variation Analysis.
NetSuite Proficiency: Practical experience working in NetSuite particularly A/P A/R billing workflows and reporting is strongly preferred.
Multi-Entity Exposure: Experience in multi-entity and/or multi-currency environments is a valued asset (nice to have but not required).
Hard Skills
Data & Analysis Tools: Strong practical experience with data analysis tools (e.g. Advanced Excel Power Point) for reconciliations variance analysis and financial reporting.
AI Acumen: Knowledge of AI tools to improve personal workflow data analysis and company processes. Experience building AI agents or workflow automations is a strong optional asset
Language Proficiency: Professional level of English (written and verbal) is mandatory. Fluency in Spanish is a valued tiebreaker.
Accounting Standards: Solid understanding of ASPE principles and multi-entity reconciliation practices.
Soft Skills
Critical Thinking & Problem-Solving: Exceptional ability to break down complex financial issues analyze data from multiple perspectives and devise comprehensive solutions with minimal guidance.
Executive Communication & Storytelling: Outstanding written and verbal skills to transform complex financial data into a clear concise and persuasive strategic narrative for C-level audiences.
Ownership & Self-Sufficiency: A strong Owners Mindset with exceptional Proactiveness and high accountability enabling autonomous operation anticipation of needs and independent delivery of results without continuous oversight.
Results & Adaptability: Relentlessly results-oriented with an unwavering focus on achieving objectives coupled with resilience and adaptability to seek effective ways to overcome challenges.
Collaboration & Presence: Ability to integrate smoothly with the team coupled with the executive presence needed to confidently present analysis influence stakeholders and drive consensus in high-stakes settings.
$90000 - $100000 a year
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:
Senior IC
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.
The Opportunity
This is an essential operational role for a detail-oriented results-driven professional with a passion for keeping financial engines running at peak performance. You will serve as the financial backbone of day-to-day operations owning core financial functions including AP AR cash flow period-close consolidation reporting and lender compliance while contributing to audits budgeting forecasting and cross-functional projects.
This role is perfect for someone who thrives on ownership and accountability operates with high self-sufficiency and is eager to drive finance transformation through process improvement and AI. You will work actively in NetSuite and play a meaningful role in shaping a modern efficient finance function. We require an individual who truly thinks like an owner and consistently delivers exceptional work.
Responsibilities
AR & AP Management: End-to-end invoice processing vendor/customer relationships payment terms compliance and aging oversight
Cash Flow Management: Short/long-term forecasting and bank reconciliations
Budget Preparation & Monitoring: Lead annual budget cycle; track and report actuals vs. budget with variance commentary
Forecasting Management: Maintain rolling forecasts identify key drivers present updates to leadership
Period Working Papers: Prepare complete auditable close packages tied to the general ledger
Univeris Journal Entry Preparation: Post accruals allocations and adjustments in NetSuite and Intercompany transactions.
Trial Balance Oversight: Review and maintain TB accuracy; resolve variances before period close
Consolidation Reporting: Review consolidated financial statements including intercompany eliminations across all entities
Lender Covenants Reporting: Calculate and report covenant compliance; flag risks proactively.
Audit Support: Support & prepare schedules and remediate control gaps
Financial Analysis & Reconciliation: Variance analysis balance sheet reconciliations and budget comparatives
Ad Hoc Requests by Leadership team.
Experience
Mid-Level (5 years): Bachelors degree in Accounting Finance or a related field required; CPA designation or equivalent strongly preferred.
Corporate Reporting & FP&A: Demonstrated hands-on experience with full-cycle accounts receivable & payable general accounting operations Budgeting & Forecasting Month end reporting Variation Analysis.
NetSuite Proficiency: Practical experience working in NetSuite particularly A/P A/R billing workflows and reporting is strongly preferred.
Multi-Entity Exposure: Experience in multi-entity and/or multi-currency environments is a valued asset (nice to have but not required).
Hard Skills
Data & Analysis Tools: Strong practical experience with data analysis tools (e.g. Advanced Excel Power Point) for reconciliations variance analysis and financial reporting.
AI Acumen: Knowledge of AI tools to improve personal workflow data analysis and company processes. Experience building AI agents or workflow automations is a strong optional asset
Language Proficiency: Professional level of English (written and verbal) is mandatory. Fluency in Spanish is a valued tiebreaker.
Accounting Standards: Solid understanding of ASPE principles and multi-entity reconciliation practices.
Soft Skills
Critical Thinking & Problem-Solving: Exceptional ability to break down complex financial issues analyze data from multiple perspectives and devise comprehensive solutions with minimal guidance.
Executive Communication & Storytelling: Outstanding written and verbal skills to transform complex financial data into a clear concise and persuasive strategic narrative for C-level audiences.
Ownership & Self-Sufficiency: A strong Owners Mindset with exceptional Proactiveness and high accountability enabling autonomous operation anticipation of needs and independent delivery of results without continuous oversight.
Results & Adaptability: Relentlessly results-oriented with an unwavering focus on achieving objectives coupled with resilience and adaptability to seek effective ways to overcome challenges.
Collaboration & Presence: Ability to integrate smoothly with the team coupled with the executive presence needed to confidently present analysis influence stakeholders and drive consensus in high-stakes settings.
$90000 - $100000 a year
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:
Senior IC
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13 hours ago
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