INTERNSHIP DETAILS

Finance Intern

CompanyUniveris
LocationToronto
Work ModeOn Site
PostedMay 13, 2026
Internship Information
Core Responsibilities
Support the finance team with accounts payable, receivable, reconciliations, and period-close preparation. Assist in financial reporting and identify opportunities to automate repetitive workflows using AI tools.
Internship Type
co op student
Salary Range
CA$20 - CA$25
Company Size
195
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Connect with us : Twitter: @UniverisCorp Instagram: @Univeris
About the Role

Who We Are

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.

 

About the Role

Univeris is looking for a motivated and detail-oriented Finance Intern to support our Finance team through hands-on exposure to real financial operations. This is not a coffee-fetching role. You will work directly alongside senior finance professionals, contributing to live processes including accounts payable, receivable, period-close preparation, reconciliations, and financial reporting. If you are eager to learn, take ownership, and see how a modern fintech finance function operates, and are excited about using AI to make it smarter, this role is for you.

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What You'll Do

  • Accounts Payable Support — Assist with invoice processing, vendor data entry, and payment tracking

  • Reconciliations — Support bank and account reconciliations under senior analyst guidance

  • Period-Close Assistance — Help prepare working papers and supporting schedules for monthly close

  • Journal Entry Support — Assist in posting and verifying entries in NetSuite

  • Budget & Forecast Support — Pull data, update models, and assist with variance tracking

  • Financial Reporting — Help compile reports and presentation decks for management

  • AI & Process Automation — Identify repetitive finance workflows and assist in automating them using AI tools, prompt engineering, and workflow automation platforms

  • Ad Hoc Projects — Contribute to process improvement initiatives and finance transformation efforts driven by AI and technology


Required Skills and Experience

  • Education — Enrolled in a Bachelor's program in Finance, Accounting, Business, or a related field 

  • Year of Study — 2nd year or above preferred

  • Excel — Proficiency required; pivot tables, lookups, and basic modelling 

  • ERP Systems — Familiarity with NetSuite is an asset

  • AI Literacy — Familiarity with AI tools (ChatGPT, Claude, etc.) and interest in applying them to finance workflows 

  • AI Agents — Experience building AI agents or workflow automations is a strong optional asset 

  • Attributes — Detail-oriented, self-sufficient, intellectually curious, strong communicator


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$20 - $25 an hour
We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. The final offer amount for this role will be dependent on individual experience and skillset of the candidate.
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The Work Environment

  • 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

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.

Key Skills
Accounts PayableAccounts ReceivableBank ReconciliationFinancial ReportingNetSuiteMicrosoft ExcelAI Prompt EngineeringWorkflow AutomationBudgetingForecastingJournal EntriesPeriod-Close Preparation
Categories
Finance & AccountingSoftwareData & AnalyticsAdministrative
Finance Intern - InternshipsHQ