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 25,000 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. 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.

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; Period Working Papers : Prepare complete,



auditable close packages tied to the general ledger flag risks proactively.

Audit Support : Support & prepare schedules and remediate control gaps Financial Analysis &

• Reconciliation : Variance analysis, balance sheet reconciliations, and budget comparatives Mid-Level (5+ years): Bachelor's degree in Accounting, Finance, or a related field required

• Corporate Reporting &

• FP&A;: Demonstrated, hands-on experience with full-cycle accounts receivable & payable, general accounting operations, Budgeting &

• Forecasting, Month end reporting, Variation Analysis. Practical experience working in NetSuite, particularly A/P, A/R, billing workflows, and reporting, is strongly preferred.

Experience in multi-entity and/or multi-currency environments is a valued asset (nice to have but not required).

Data & Analysis Tools: Strong practical experience with data analysis tools (e.g., Advanced Excel, Power Point) for reconciliations, variance analysis, and financial reporting. 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.

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 explicit, concise, and persuasive strategic narrative for C-level audiences.

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. $We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. Our location is downtown Toronto in office environment 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. Persons with disabilities who need accommodation in the application process may e-mail a request to [email protected] .

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. If you would like more information about how your data is processed, please contact us.

📌 Finance Specialist -Medical (Toronto)
🏢 Univeris
📍 Toronto