---
title: 'Finance Business Partner at Univeris'
canonical: 'https://feeny.ai/job/finance-business-partner-univeris-toronto-rn481jtckhwh'
type: 'job'
last_seen: '2026-11-01'
---

# Finance Business Partner at Univeris

- **Company:** Univeris
- **Location:** Toronto, Canada
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-11-01
- **Apply:** https://jobs.lever.co/univeris.com/3b7fceb7-559c-4ec5-90f8-28cf77ba4c39

## 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.

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.

The Work Environment

- Our location is downtown Toronto in office environment
- Work is hybrid (3 days in office), 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.

## About Univeris

## Company Overview
- **One-liner**: Univeris provides an enterprise-class, full lifecycle wealth management platform for retail financial institutions, empowering advisors to help clients build wealth.
- **Entity Type**: Private (backed by private equity partner TELEO Capital)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 1991 (some sources list 1996)
- **Founders**: Not publicly disclosed

## Core Business
- Primary industry/industries: Wealth management technology (WealthTech), financial services software
- Target customers: Financial institutions, dealers, and wealth managers serving retail investors (B2B, enterprise)
- Mission or purpose statement: “Empower financial advisors to help their clients build wealth” [univeris.com](https://www.univeris.com/about-univeris/)

## Products & Services
- **[Univeris Wealth Management Platform]**: A comprehensive, integrated platform covering front-office practice management, mid-office portfolio management and compliance, and back-office operations. Supports mutual funds, segregated funds, GICs, cash, and individual life and health insurance. Designed for the hybrid advisor-investor experience (People + Technology). [univeris.com](https://www.univeris.com/about-univeris/)
- **[TechRules (acquired 2022)]**: Portfolio management software for advisors, now integrated into the Univeris stack to offer a fully integrated front-, mid-, and back-office solution. [univeris.com](https://www.univeris.com/about-univeris/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Annual revenue of ~USD $12.3 million (based on public estimates); over $450 billion in assets under administration across 12 countries, serving 25,000+ advisors and 3 million investors [univeris.com](https://www.univeris.com/about-univeris/)
- **Notable Investors/Partners**: TELEO Capital (private equity partner, led 2021 round) [linkedin.com](https://linkedin.com/company/univeris)
- **Growth Signals**: Acquired TechRules in 2022 to expand capabilities; continues to invest in platform development with an “evergreen” approach; workforce of 83 employees with open positions across engineering, product, and services [univeris.com](https://www.univeris.com/about-univeris/) [jobs.lever.co](https://jobs.lever.co/univeris.com)

## Competitive Advantages
- Over 30 years of domain expertise in retail wealth management software [univeris.com](https://www.univeris.com/about-univeris/)
- Single, integrated platform covering the full client lifecycle – a differentiator vs. point solutions
- Hybrid (People + Technology) philosophy aligns with industry trends toward omnichannel advice
- Evergreen technology model: continuous feature integration without major upgrades for clients
- Strong Canadian market presence with global reach (12 countries)

## Strategic Focus
- Accelerating growth through investment in the hybrid wealth management experience (People + Technology)
- Continued integration of acquired capabilities (TechRules) and expansion of AI-driven features
- Deepening partnerships with financial institutions and extending platform capabilities to meet evolving regulatory and advisor needs
- Empathy-led, remote-first culture to attract and retain top tech talent

## Why Work Here
- **Remote-First Culture**: Flexible work from home, office (downtown Toronto), or hybrid – with flexible hours [univeris.com](https://www.univeris.com/about-univeris/work-with-us/)
- **Benefits from Day One**: Health, dental, and vision coverage immediately; no probation period [univeris.com](https://www.univeris.com/about-univeris/work-with-us/)
- **Employee Assistance Program**: Confidential counselling and support services [univeris.com](https://www.univeris.com/about-univeris/work-with-us/)
- **Lifelong Learning**: Annual education and training program with reimbursement; annual strategic planning sessions and internal growth opportunities [univeris.com](https://www.univeris.com/about-univeris/people-and-culture/)
- **Parental Leave & Retirement Savings**: Parental-leave program, RRSP matching [univeris.com](https://www.univeris.com/about-univeris/work-with-us/)
- **Culture of Inclusion**: Diversity, equity, and inclusion programs; weekly socials, monthly town halls, quarterly care packages; team members have a voice in strategic direction [univeris.com](https://www.univeris.com/about-univeris/people-and-culture/)
- **Engineering Environment**: Modern tech stack with first-principles design (workflow over procedural, accounting over batch); “evergreen” approach means developers continuously build and ship new features [univeris.com](https://www.univeris.com/about-univeris/)

## Sources
1. [univeris.com](https://www.univeris.com/about-univeris/)
2. [univeris.com](https://www.univeris.com/about-univeris/work-with-us/)
3. [univeris.com](https://www.univeris.com/about-univeris/people-and-culture/)
4. [jobs.lever.co](https://jobs.lever.co/univeris.com)
5. [linkedin.com](https://linkedin.com/company/univeris)

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