Controller - Toronto, Canada - Univeris Corp

Univeris Corp

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Who we are
Univeris has been successfully building and modernizing wealth management software for over 30 years.

We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world.

To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to our money-managed platform—with over $450B in Assets Under Administration.

Why? Because we have the technology to streamline portfolio management, drive efficiencies and improve productivity.
At Univeris, we value talent and ideas.

This means our employees have the freedom to do things they know would be great and meaningful for our clients and for the company.

We're looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them.

Ready to start your career?

The Opportunity*The Controller will be responsible to help transform the Finance department from supporting a single-entity, owner-managed Canadian company to a growing, private-equity backed, multi-entity, international company.

Short-term opportunities will include the implementation of a new ERP (likely NetSuite) and streamlining consolidations and reporting.

Longer-term opportunities will be potential future mergers and acquisitions work and growing the Finance team, both in Canada and abroad.

The Role*- Monthly global financial statements, including consolidation of multiple entities in different countries and currencies

Monthly reporting, including:

- variance analysis against budget

KPIs
Cash flow and cash projections
Financial and covenant reporting to debt provider
Annual budget and forecasts throughout the year, including whatif scenario planning
Monthly review of internal and external project financials and variances to project budgets
Monthly and Quarterly Board reporting
Inter company invoicing and management of transfer pricing agreements
Ensure proper implementation of and adherence to financial controls
Maintenance of monthly revenue recognition schedule
Supervision of external bookkeeping firm and internal staff:
Monthly balance sheet reconciliations
Accounts payable cycle
Customer invoicing and collections
Coordination of annual audit under Canadian ASPE
Coordination of annual tax returns
Acquisition due diligence activities as required
Work with colleagues in other jurisdictions as required
Overview of NetSuite implementation

Your Formal Qualifications

6+ years in (role related experience)
NetSuite experience is preferred
Fluency in Spanish and English is preferred

Your Proven Qualities

Previous experience in the software industry
Previous consolidations experience
Previous experience using NetSuite

Extras You Might Offer As Tiebreakers

Fluent in Spanish in addition to English
Experience working for a Wealth Management, FinTech or Enterprise software vendor

The Work Environment

Our location is downtown Toronto in a midsized office environment
Work may be inoffice, remote or hybrid, collaborating with other team members inpersonal and digitally during regular business hours
Some work outside of normal business hours may be required on occasion due to timeconstrained activities or collaborating with remote teams

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.