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.
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- CPA designation or equivalent
- 5+ years of experience in financial analysis and corporate reporting
- Practical experience working in NetSuite
- Strong practical experience with data analysis tools like Advanced Excel
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
