Univeris

Enterprise wealth-management platform for advisors

Finance Business Partner

Financial AccountingConfirmed live in the last 24 hours

Full-timeToronto, ON, CanadaCA$90k - CA$100k /yr

About the Job

Requirements

A Bachelor's degree in Accounting, Finance, or a related field is required.
At least 5 years of experience is required.
Hands-on experience with full-cycle accounts receivable and accounts payable, general accounting operations, budgeting and forecasting, month-end reporting, and variance analysis.
Practical experience with NetSuite, particularly accounts payable, accounts receivable, billing workflows, and reporting, is strongly preferred.
Strong practical experience with data analysis tools such as advanced Excel and PowerPoint for reconciliations, variance analysis, and financial reporting.
Knowledge of AI tools to improve personal workflow, data analysis, and company processes.
A solid understanding of ASPE principles and multi-entity reconciliation practices is required.
Professional-level written and verbal English is mandatory.
Ability to break down complex financial issues, analyze data from multiple perspectives, and devise solutions with minimal guidance.
Written and verbal ability to turn complex financial data into clear, concise, persuasive strategic narratives for C-level audiences.
Ability to operate autonomously, anticipate needs, and deliver results without continuous oversight.
Ability to adapt and collaborate with the team, present analysis, influence stakeholders, and drive consensus.
CPA designation or equivalent is strongly preferred.
Experience in multi-entity and/or multi-currency environments is a valued asset.
Experience building AI agents or workflow automations is a strong optional asset.
Fluency in Spanish is a valued tiebreaker.

Responsibilities

Manage end-to-end invoice processing, vendor and customer relationships, payment-term compliance, and aging oversight for accounts receivable and accounts payable.
Manage short- and long-term cash flow forecasting and bank reconciliations.
Lead the annual budget cycle and track and report actuals against budget with variance commentary.
Maintain rolling forecasts, identify key drivers, and present updates to leadership.
Prepare complete, auditable period-close working paper packages tied to the general ledger.
Prepare journal entries, including accruals, allocations, and adjustments, and process intercompany transactions in NetSuite.
Review and maintain trial balance accuracy and resolve variances before period close.
Review consolidated financial statements, including intercompany eliminations across all entities.
Calculate and report lender covenant compliance and proactively flag risks.
Support audits, prepare audit schedules, and remediate control gaps.
Perform variance analysis, balance sheet reconciliations, and budget comparisons.
Respond to ad hoc requests from the leadership team.
Contribute to finance transformation through process improvement and AI.

Desired Qualifications

Practical experience with NetSuite, particularly accounts payable, accounts receivable, billing workflows, and reporting.
Experience in multi-entity and/or multi-currency environments.
Experience building AI agents or workflow automations.
Fluency in Spanish.
CPA designation or equivalent.

Salary Range: 90000 to 100000 (Currency: CAD) (Pay period: per-year-salary)

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 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. 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): Bachelor's 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 Owner's 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.

The Work Environment

Our location is downtown Toronto in office environment
Work is hybrid (3 days in office), 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 qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process may e-mail a request to [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

About the Company

Univeris

Enterprise wealth-management platform for advisors

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: Not listed
Total funding: Not listed
Headquarters: Toronto, Canada
Founded: 1996

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