Univeris Benefits Overview

Finance Intern supporting NetSuite bookkeeping, accounts payable and receivable, reconciliations, month-end close, regional tax documentation, and bilingual vendor communication. The role also applies AI tools such as Gemini, Claude, and Onyx to automate receipt extraction, financial analysis, and accounting workflows. Candidates must be completing an accounting degree, have at least two years of relevant experience, and be fluent in Spanish and English.

Owns data strategy, architecture, governance, modeling, pipelines, and modernization for a wealth management platform. Leads migration from monolithic systems to distributed, cloud-enabled services; establishes DataOps, MDM, data quality, privacy, security, and lifecycle practices; and enables analytics, BI, AI, and external data products. Advises engineering teams on database performance, integration patterns, and scalable data platforms while collaborating with governance stakeholders and executive sponsors.

Owns client-sponsored software development projects within a cross-functional Agile product team. Defines requirements, business value, acceptance criteria, and Statements of Work; maintains and prioritizes the product backlog; supports roadmap, release, and PI planning; accepts completed user stories; participates in Scrum ceremonies; coordinates dependencies; prepares release documentation; and represents customer needs. The role also contributes to scoping and selling professional services engagements and requires wealth management domain expertise.