---
title: 'Finance Intern (Bookkeeping & Financial Automation) at Univeris'
canonical: 'https://feeny.ai/job/finance-intern-bookkeeping-financial-automation-univeris-toronto-nny2xpvdv6h5'
type: 'job'
last_seen: '2026-11-01'
---

# Finance Intern (Bookkeeping & Financial Automation) at Univeris

- **Company:** Univeris
- **Location:** Toronto, Canada
- **Compensation:** $22–$30/hr
- **Employment:** internship
- **Work type:** hybrid
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-11-01
- **Apply:** https://jobs.lever.co/univeris.com/7d7df57f-450b-4ce7-9ef5-df55ea7dce49

## Job description

The Company Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 75 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance, and investment dealer sectors. Univeris is a leading enterprise SaaS provider powering wealth management and financial services operations globally. We operate across a distributed multi-country framework across North America, Latin America, and Europe, emphasizing high precision, digital-first workflows, and innovative technology integration. The Opportunity We are seeking an analytical, detail-oriented Finance Intern to report directly to our Financial Controller. In this role, you will gain direct experience in cloud-based ERP bookkeeping (Oracle NetSuite) and lead the operational application of advanced AI tools (Onyx, Google Gemini, Anthropic Claude) to optimize corporate accounting workflows.

Because you will directly interface with vendors, regional financial entities, and statutory tax documentation across Latin America and Spain, fluent business command of both Spanish and English is strictly required.

Core Responsibilities

- NetSuite Bookkeeping & General Ledger: Execute daily transaction postings, process vendor invoices, and assist with accounts payable (AP) and receivable management (AR) in NetSuite ERP.
- AI-Driven Workflow Automation: Utilize enterprise AI tools (Onyx, Google Gemini, Anthropic Claude) to automate receipt data extraction, build complex NetSuite/Excel analytical models, and perform initial variance analyses.
- Bank & Balance Sheet Reconciliations: Support month-end close by reconciling multi-currency bank accounts, corporate credit cards, and ledger schedules directly within NetSuite.
- Regional Compliance & Tax Filing Support: Review, validate, and archive regional statutory tax invoices (e.g., Facturas/CFDI in Mexico, Boletas in Chile, Facturas in Spain) to ensure full audit readiness.
- Bilingual Operations & Stakeholder Communication: Coordinate directly with Spanish-speaking vendors and local operational leads to resolve billing inquiries, request tax compliance proofs, and standardize payment processing.
- Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.

## Qualifications & Technical Profile

- Education: Currently enrolled in their final year or nearing completion of an accounting degree (Bachelor's in Accounting or equivalent) or Master’s degree.
- Experience: Relevant 2+ years prior experience in finance, bookkeeping, or accounting operations.
- Language Requirements: Mandatory business-fluent or native bilingual proficiency in Spanish and English (written and spoken).
- ERP & Software Skills: Direct exposure or practical familiarity with cloud accounting systems, specifically Oracle NetSuite ERP. Strong MS Excel skills (XLOOKUP, Pivot Tables).
- AI Literacy: Practical hands-on experience applying Large Language Models (LLMs) such as Gemini, Claude, and automation platforms (Onyx) for task automation, code/formula generation, and data analysis.

Core Competencies

- Strong understanding of financial statements and accounting fundamentals.
- Understanding of chart of accounts, revenue, COGS, operating expenses, assets and liabilities.
- Exceptional attention to detail, strict ethical standards regarding confidential financial PII, strong numerical reasoning, and self-motivation in a distributed/remote work setup.
- Ability to analyze financial information and investigate unusual results

The Work Environment Our location is downtown Toronto in a small office environment.  At the time of this posting, employees at Univeris are expected in the office at least three times a week. 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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