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.
Key Responsibilities
- 1. Accounts Receivable & Billing Operations
- Full A/R & AP Cycle Management: Own end-to-end client invoicing, collections,
cash application, and aging follow-ups — ensuring timely and accurate revenue
recognition. - Invoice Preparation & Issuance: Prepare and issue invoices across billing
types (milestone, licensing, recurring, and ad hoc), managing credit memos, re-
billing, and invoice amendments with precision. - Client & Stakeholder Coordination: Serve as the primary finance contact for
client billing inquiries; collaborate with Project Managers and Sales on billing
milestones and contract terms. - Collections Management: Monitor outstanding balances proactively and
escalate collection issues to protect cash flow and minimize aging risk. - 2. General Accounting & Close Activities
- Journal Entries & Reconciliations: Prepare and post journal entries, accruals,
and monthly reconciliations; assist with cash flow, month-end, and quarter-end
close activities - Intercompany & Expense Management: Manage intercompany invoicing and
reconciliations across entities; support expense report review and approval
workflows in NetSuite. - Financial Records: Maintain organized, audit-ready financial records and
documentation at all times. - 3. Reporting, Compliance & Strategic Support
- Audit Coordination: Assist in coordinating annual audits by preparing audit
schedules, supporting documentation, and responding to auditor inquiries in a
timely manner. - Budgeting & Forecasting: Support the annual budgeting process and periodic
forecast updates; assist with variance analysis against budget and actuals. - Financial Analysis & Reporting: Prepare financial analyses and reports as
requested by the Controller or HOF, translating data into clear, actionable
insights. - Process Optimization & AI Integration: Proactively identify inefficiencies in
operational and finance processes. Research and propose innovative solutions,
including the application of Artificial Intelligence (AI) tools, to automate
reporting and drive efficiency across the company. - Special Projects: Support cross-functional initiatives including system
improvements, process automation, and M&A due diligence as needed.
Experience
Mid-Level (3–5 years): Bachelor's degree in Accounting, Finance, or a related field required; CPA designation or equivalent (or actively pursuing) strongly preferred.
A/R, AP & Payroll Expertise: Demonstrated, hands-on experience with full-cycle accounts receivable, payroll processing, and general accounting operations.
NetSuite Proficiency: Practical experience working in NetSuite, particularly A/R, billing workflows, and reporting, is strongly preferred.
Multi-Entity Exposure: Experience in multi-entity and/or multi-currency environments is a valued asset (nice to have but not required).
Hard Skills
Accounting Systems: Proficient in NetSuite (or comparable ERP); experience with A/R Analyst or billing workflow modules is a strong asset.
Data & Analysis Tools: Strong practical experience with data analysis tools (e.g., Advanced Excel, Power BI) for reconciliations, variance analysis, and financial reporting.
AI Acumen: Knowledge of AI tools to improve personal workflow, data analysis, and company processes. Experience building AI agents or workflow automations is a strong optional asset
Language Proficiency: Professional level of English (written and verbal) is mandatory. Fluency in Spanish is a valued tiebreaker.
- Accounting Standards: Solid understanding of GAAP principles, payroll regulations for Canadian employees, and multi-entry reconciliation practices.
Soft Skills
Critical Thinking & Problem-Solving: Exceptional ability to break down complex financial issues, analyze data from multiple perspectives, and devise comprehensive solutions with minimal guidance.
Executive Communication & Storytelling: Outstanding written and verbal skills to transform complex financial data into a clear, concise, and persuasive strategic narrative for C-level audiences.
Ownership & Self-Sufficiency: A strong Owner's Mindset with exceptional Proactiveness and high accountability, enabling autonomous operation, anticipation of needs, and independent delivery of results without continuous oversight.
Results & Adaptability: Relentlessly results-oriented with an unwavering focus on achieving objectives, coupled with resilience and adaptability to seek effective ways to overcome challenges.
Collaboration & Presence: Ability to integrate smoothly with the team, coupled with the executive presence needed to confidently present analysis, influence stakeholders, and drive consensus in high-stakes settings.
- Our location is downtown Toronto in office environment
- Work is hybrid, collaborating with other team members in-person and digitally
during regular business hours - Some work outside of normal business hours may be required on occasion due
to month-end close, audit season, or collaborating with remote teams
Persons with disabilities who need accommodation in the application process may e-mail a request to [email protected].
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Univeris Toronto, Ontario, CAN Office
111 George Street, 3rd Floor, , Toronto, Ontario , Canada, M5A 2N4
