Finance Intern (Bookkeeping & Financial Automation)

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

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