Finance Intern - Bookkeeping & Financial Automation
About the job
- Currently enrolled in the final year or nearing completion of an accounting degree (a Bachelor's degree in Accounting or equivalent) or a Master's degree.
- At least 2 years of prior experience in finance, bookkeeping, or accounting operations.
- Business-fluent or native bilingual proficiency in Spanish and English, both written and spoken.
- Direct exposure to or practical familiarity with cloud accounting systems, specifically Oracle NetSuite ERP.
- Strong Microsoft Excel skills, including XLOOKUP and Pivot Tables.
- Practical hands-on experience applying large language models such as Gemini and Claude, and automation platforms such as Onyx, for task automation, code or formula generation, and data analysis.
- Understanding of financial statements and accounting fundamentals.
- Understanding of chart of accounts, revenue, cost of goods sold, operating expenses, assets, and liabilities.
- Strong attention to detail, ethical handling of confidential financial personally identifiable information, numerical reasoning, and self-motivation in a distributed or remote-work setup.
- Ability to analyze financial information and investigate unusual results.
- Execute daily transaction postings, process vendor invoices, and assist with accounts payable and receivable management in NetSuite ERP.
- Use enterprise AI tools, including Onyx, Google Gemini, and Anthropic Claude, to automate receipt data extraction, build complex NetSuite and Excel analytical models, and perform initial variance analyses.
- Support month-end close by reconciling multi-currency bank accounts, corporate credit cards, and ledger schedules within NetSuite.
- Review, validate, and archive regional statutory tax invoices, including Facturas/CFDI in Mexico, Boletas in Chile, and Facturas in Spain, to ensure audit readiness.
- Coordinate with Spanish-speaking vendors and local operational leads to resolve billing inquiries, request tax compliance proofs, and standardize payment processing.
- Maintain asynchronous documentation and task tracking using BambooHR, Confluence, Slack, and Google.
About the company
Univeris provides enterprise-class retail wealth management software for Canada's financial services industry. Its platform supports mutual funds, segregated funds, GICs, cash, and life and health insurance, and it combines back-office operations, product distribution, and regulatory compliance with a front-office practice management system for advisors. This integrated, single-system approach helps wealth firms manage all aspects of their business in one place. The company distinguishes itself by offering a comprehensive, end-to-end solution specifically for wealth management in Canada, aimed at helping clients grow their business and gain a competitive edge. Its goal is to be the definitive platform for retail wealth management in the Canadian market.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1996
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Simplify's Take
What believers are saying
- Univeris launched Advisor in 2025 and continues releasing automation features through 2026.
- The 2025 Designed Wealth Management deal validates demand for next-generation advisor platforms.
- AVD pension reform in Germany creates 2026 vendor-selection demand for Univis' retirement tooling.
What critics are saying
- Concentration in Canadian wealth firms leaves revenue exposed to dealer consolidation by 2027.
- TechRules integration demands execution; product sprawl can slow sales and dilute roadmap focus.
- Designed Wealth Management partnership is small, while larger incumbents bundle adjacent banking workflows.
What makes Univeris unique
- Univeris bundles front-, mid-, and back-office wealth software into one system.
- The 2022 TechRules acquisition added European advisory tooling and broadened product depth.
- Univeris Advisor gives dealers automation for rebalancing, reporting, and client portals.
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Benefits
- Hybrid Work Options
- Parental Leave