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.
We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. The final offer amount for this role will be dependent on individual experience and skillset of the candidate.
- Our location is downtown Toronto in office environment
- Work is hybrid, 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
