General Accountant

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.

 

What You’ll Do

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 the full accounts receivable cycle, payroll coordination, and month-end close activities, while contributing to audits, budgeting, forecasting, and cross-functional projects.

This role is perfect for someone who thrives on ownership and accountability, can operate with high self-sufficiency, and is eager to drive finance transformation
through process improvement and Artificial Intelligence (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.

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.

 

What You’ll Do

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 the full accounts receivable cycle, payroll coordination, and month-end close activities, while contributing to audits, budgeting, forecasting, and cross-functional projects.

This role is perfect for someone who thrives on ownership and accountability, can operate with high self-sufficiency, and is eager to drive finance transformation
through process improvement and Artificial Intelligence (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.

 

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 [email protected].