Job Description

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.

About the Role

Univeris is looking for a motivated and detail-oriented Finance Intern to support our Finance team through hands-on exposure to real financial operations. This is not a coffee-fetching role. You will work directly alongside senior finance professionals, contributing to live processes including accounts payable, receivable, period-close preparation, reconciliations, and financial reporting. If you are eager to learn, take ownership, and see how a modern fintech finance function operates, and are excited about using AI to make it smarter, this role is for you.

What You'll Do

• Accounts Payable Support — Assist with invoice processing, vendor data entry, and payment tracking

• Reconciliations — Support bank and account reconciliations under senior analyst guidance

• Period-Close Assistance — Help prepare working papers and supporting schedules for monthly close

• Journal Entry Support — Assist in posting and verifying entries in NetSuite

• Budget & Forecast Support — Pull data, update models, and assist with variance tracking

• Financial Reporting — Help compile reports and presentation decks for management

• AI & Process Automation — Identify repetitive finance workflows and assist in automating them using AI tools, prompt engineering, and workflow automation platforms

• Ad Hoc Projects — Contribute to process improvement initiatives and finance transformation efforts driven by AI and technology

Required Skills and Experience

• Education — Enrolled in a Bachelor's program in Finance, Accounting, Business, or a related field

• Year of Study — 2nd year or above preferred

• Excel — Proficiency required; pivot tables, lookups, and basic modelling

• ERP Systems — Familiarity with NetSuite is an asset

• AI Literacy — Familiarity with AI tools (ChatGPT, Claude, etc.) and interest in applying them to finance workflows

• AI Agents — Experience building AI agents or workflow automations is a strong optional asset

• Attributes — Detail-oriented, self-sufficient, intellectually curious, strong communicator

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.