About the role
Job Summary
General Accountant
Univeris Corporation
Contract
Hybrid | Toronot, ON, Canada
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.
What You’ll Do
In this role, you’ll take ownership of core accounting operations with a focus on accounts receivable, financial reporting, and cross-functional collaboration. You’ll play a key part in ensuring accurate billing, strong cash flow management, and smooth month-end processes.
Key Responsibilities
- Manage the full A/R cycle — client invoicing, collections, cash application, and aging follow-ups
- Prepare and issue invoices accurately and on time (milestone billing, licensing, recurring, and ad hoc)
- Manage credit memos, re-billing, and invoice amendments
- Serve as the primary finance contact for client billing inquiries
- Coordinate with Project Managers and Sales on billing milestones and contract terms
- Monitor outstanding balances and escalate collection issues proactively
- Review semi-monthly/bi-weekly payroll for Canadian employees
- Coordinate with HR on new hires, terminations, and payroll changes
- Prepare and post journal entries, accruals, and monthly reconciliations
- Assist with cash flow, month-end and quarter-end close activities
- Manage intercompany invoicing and reconciliations across entities
- Support expense report review and approval workflows in NetSuite
- Maintain organized financial records and documentation
- Assist in the coordination of annual audits by preparing audit schedules, supporting documentation, and responding to auditor inquiries
- Support the annual budgeting process and periodic forecast updates
- Assist with variance analysis against budget and actuals
- Prepare financial analyses and reports as requested by the Controller or CFO
- Support special projects including system improvements, process automation, and M&A due diligence as needed
Your Formal Qualifications
- Bachelor’s degree in accounting, Finance, or related field
- CPA designation or equivalent (or actively pursuing)
- 3–5 years of progressive accounting experience
- NetSuite experience strongly preferred
Your Proven Qualities
- Solid understanding of full-cycle A/R, payroll processing, and general accounting
- Strong attention to detail and ability to meet strict deadlines
- Strong verbal and written communication skills
- Ability to manage multiple priorities and work independently
Extras You Might Offer as Tiebreakers
- Experience with NetSuite A/R Analyst or billing workflows
- Familiarity with Canadian ASPE
- Experience with multi-entity and multi-currency environments
- Fluency in Spanish in addition to English
Compensation
$65,000 - $75,000 a year
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.
The Work Environment
- 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 careers@univeris.com.
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.
#Workwolf
Univeris Corporation uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.
Not the right fit? Search for General Accountant jobs in Yonge, ON
About Univeris
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
Similar Jobs
About the role
Job Summary
General Accountant
Univeris Corporation
Contract
Hybrid | Toronot, ON, Canada
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.
What You’ll Do
In this role, you’ll take ownership of core accounting operations with a focus on accounts receivable, financial reporting, and cross-functional collaboration. You’ll play a key part in ensuring accurate billing, strong cash flow management, and smooth month-end processes.
Key Responsibilities
- Manage the full A/R cycle — client invoicing, collections, cash application, and aging follow-ups
- Prepare and issue invoices accurately and on time (milestone billing, licensing, recurring, and ad hoc)
- Manage credit memos, re-billing, and invoice amendments
- Serve as the primary finance contact for client billing inquiries
- Coordinate with Project Managers and Sales on billing milestones and contract terms
- Monitor outstanding balances and escalate collection issues proactively
- Review semi-monthly/bi-weekly payroll for Canadian employees
- Coordinate with HR on new hires, terminations, and payroll changes
- Prepare and post journal entries, accruals, and monthly reconciliations
- Assist with cash flow, month-end and quarter-end close activities
- Manage intercompany invoicing and reconciliations across entities
- Support expense report review and approval workflows in NetSuite
- Maintain organized financial records and documentation
- Assist in the coordination of annual audits by preparing audit schedules, supporting documentation, and responding to auditor inquiries
- Support the annual budgeting process and periodic forecast updates
- Assist with variance analysis against budget and actuals
- Prepare financial analyses and reports as requested by the Controller or CFO
- Support special projects including system improvements, process automation, and M&A due diligence as needed
Your Formal Qualifications
- Bachelor’s degree in accounting, Finance, or related field
- CPA designation or equivalent (or actively pursuing)
- 3–5 years of progressive accounting experience
- NetSuite experience strongly preferred
Your Proven Qualities
- Solid understanding of full-cycle A/R, payroll processing, and general accounting
- Strong attention to detail and ability to meet strict deadlines
- Strong verbal and written communication skills
- Ability to manage multiple priorities and work independently
Extras You Might Offer as Tiebreakers
- Experience with NetSuite A/R Analyst or billing workflows
- Familiarity with Canadian ASPE
- Experience with multi-entity and multi-currency environments
- Fluency in Spanish in addition to English
Compensation
$65,000 - $75,000 a year
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.
The Work Environment
- 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 careers@univeris.com.
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.
#Workwolf
Univeris Corporation uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.
Not the right fit? Search for General Accountant jobs in Yonge, ON
About Univeris
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