General Accountant

Univeris has been building and modernizing wealth management software for over 30 years. As a General Accountant, you'll take ownership of core accounting operations with a focus on accounts receivable, financial reporting, and cross-functional collaboration.

Requirements

• Manage the full A/R cycle — client invoicing, collections, cash application, and aging follow-ups
• Prepare and issue invoices accurately and on time (milestone billing, licensing, recurring, and ad hoc)
• Serve as the primary finance contact for client billing inquiries
• Coordinate with Project Managers and Sales on billing milestones and contract terms
• Monitor outstanding balances and escalate collection issues proactively
• Review semi-monthly/bi-weekly payroll for Canadian employees
• Coordinate with HR on new hires, terminations, and payroll changes
• Prepare and post journal entries, accruals, and monthly reconciliations
• Assist with cash flow, month-end and quarter-end close activities
• Manage intercompany invoicing and reconciliations across entities
• Support expense report review and approval workflows in NetSuite
• Maintain organized financial records and documentation
• Assist in the coordination of annual audits by preparing audit schedules, supporting documentation, and responding to auditor inquiries
• Support the annual budgeting process and periodic forecast updates
• Assist with variance analysis against budget and actuals
• Prepare financial analyses and reports as requested by the Controller or CFO
• Support special projects including system improvements, process automation, and M&A due diligence as needed

Benefits

• Paid Time Off
• 401k Matching
• Health Insurance
• Dental Insurance
• Vision Insurance