Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 75 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance, and investment dealer sectors.
Univeris is a leading enterprise SaaS provider powering wealth management and financial services operations globally. We operate across a distributed multi-country framework across North America, Latin America, and Europe, emphasizing high precision, digital-first workflows, and innovative technology integration.
The Opportunityapplication of advanced AI tools (Onyx, Google Gemini, Anthropic Claude) to optimize corporate accounting workflows.
Because you will directly interface with vendors, regional financial entities, and statutory tax documentation across Latin America and Spain, fluent business command of both Spanish and English is strictly required.
Core Responsibilities
- NetSuite Bookkeeping & General Ledger: Execute daily transaction postings, process vendor invoices, and assist with accounts payable (AP) and receivable management (AR) in NetSuite ERP.
- AI-Driven Workflow Automation: Utilize enterprise AI tools (Onyx, Google Gemini, Anthropic Claude) to automate receipt data extraction, build complex NetSuite/Excel analytical models, and perform initial variance analyses.
- Bank & Balance Sheet Reconciliations: Support month-end close by reconciling multi-currency bank accounts, corporate credit cards, and ledger schedules directly within NetSuite.
- Regional Compliance & Tax Filing Support: Review, validate, and archive regional statutory tax invoices (e.g., Facturas/CFDI in Mexico, Boletas in Chile, Facturas in Spain) to ensure full audit readiness.
- Bilingual Operations & Stakeholder Communication: Coordinate directly with Spanish-speaking vendors and local operational leads to resolve billing inquiries, request tax compliance proofs, and standardize payment processing.
- Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.
Qualifications & Technical Profile
- Education: Currently enrolled in their final year or nearing completion of an accounting degree (Bachelor's in Accounting or equivalent) or Master’s degree.
- Experience: Relevant 2+ years prior experience in finance, bookkeeping, or accounting operations.
- Language Requirements: Mandatory business-fluent or native bilingual proficiency in Spanish and English (written and spoken).
- ERP & Software Skills: Direct exposure or practical familiarity with cloud accounting systems, specifically Oracle NetSuite ERP. Strong MS Excel skills (XLOOKUP, Pivot Tables).
- AI Literacy: Practical hands-on experience applying Large Language Models (LLMs) such as Gemini, Claude, and automation platforms (Onyx) for task automation, code/formula generation, and data analysis.
Core Competencies
- Strong understanding of financial statements and accounting fundamentals.
- Understanding of chart of accounts, revenue, COGS, operating expenses, assets and liabilities.
- Exceptional attention to detail, strict ethical standards regarding confidential financial PII, strong numerical reasoning, and self-motivation in a distributed/remote work setup.
- Ability to analyze financial information and investigate unusual results
Our location is downtown Toronto in a small office environment. At the time of this posting, employees at Univeris are expected in the office at least three times a week.
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.
Skills Required
- Currently enrolled in the final year or nearing completion of a Bachelor's degree in Accounting or equivalent, or enrolled in a Master's degree
- At least 2 years of relevant experience in finance, bookkeeping, or accounting operations
- Business-fluent or native bilingual proficiency in Spanish and English, written and spoken
- Direct exposure or practical familiarity with Oracle NetSuite ERP or cloud accounting systems
- Strong Microsoft Excel skills, including XLOOKUP and Pivot Tables
- Hands-on experience applying LLMs such as Google Gemini and Anthropic Claude, and automation platforms such as Onyx
- Strong understanding of financial statements and accounting fundamentals
- Understanding of chart of accounts, revenue, COGS, operating expenses, assets, and liabilities
- Exceptional attention to detail, ethical handling of confidential financial PII, numerical reasoning, and self-motivation
- Ability to analyze financial information and investigate unusual results
What We Do
Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Connect with us : Twitter: @UniverisCorp Instagram: @Univeris
