Financial Consultant
July 8 2024
Industries
Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services,
Remote
Toronto, ON • Full time
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 in an organization that supports them. Ready to start your career?
The Opportunity
The Finance Consultant will be responsible for helping transform the Finance department from supporting a single-entity, owner-managed Canadian company to a growing, private-equity-backed, multi-entity, international company. This is a 1-year role focusing on system conversion and transformation. Short-term opportunities will include the implementation of a new ERP system and streamlining consolidations and reporting. Longer-term opportunities will involve potential future mergers and acquisitions work and growing the Finance team, both in Canada and abroad.
The Role
- Develop and maintain financial policies, procedures, and internal controls to ensure compliance with relevant regulations and accounting standards.
- Lead and guide the local finance team and the teams in other jurisdictions, ensuring timely and accurate completion of financial activities.
- Collaborate closely with external bookkeepers to ensure accurate and complete accounting records.
- Demonstrate deep knowledge and expertise in accounting and tax regulations across multiple jurisdictions.
- Prepare consolidated financial statements 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 what-if scenario planning.
- Prepare reports and presentations for management and stakeholders.
- Collaborate with external parties to ensure coordination and compliance with transfer pricing regulations in each jurisdiction.
- Coordination of annual audit under Canadian ASPE.
- Coordination of annual tax returns.
- Acquisition due diligence activities as required.
- Oversee ERP implementation, ensuring seamless integration across global operations.
The Successful Candidate
- 6+ years of role-related experience, including experience with audits.
- Strong knowledge of accounting principles, practices, and regulations.
- Strong leadership skills, with the ability to supervise and guide a local team and remote teams across different jurisdictions.
- Demonstrated global experience in financial transformation and system integrations.
- Capable of making decisions under uncertainty.
- Prepare and submit reports on time, demonstrating a strong sense of urgency and ability to meet deadlines, even if it means prioritizing timeliness over meticulous attention to detail.
- Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
- Ability to deal with ambiguity and adapt to changing priorities.
- Proficient in financial management systems and software (e.g., ERP systems, Xero, Sage, Excel).
- Fluency in Spanish and English is preferred.
The Work Environment
- Our mid-sized office environment is in a great location downtown - we are right by St. Lawrence Market, close to the Distillery District, and 10 minutes away from the Financial District!
- Work will be hybrid, collaborating with other team members in person and digitally during regular business hours.
- We offer a flexible schedule. However, some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teams.
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.
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