Iiroc Wealth Management Accounting Consultant

2 weeks ago

Toronto, Canada Univeris Corp 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 by an organization that supports them. Ready to start your career?

The Opportunity
Univeris is embarking on a program of initiatives to transform our products and business to position us for growth in the Canadian wealth management industry. To ensure this transformation program's success, Univeris is seeking an IIROC Wealth Management Accounting Consultant (contract).

The Role
- Provide business level requirements for:

- IIROC Operation requirements as it relates to finance and accounting, including regular Financial report filings
- Identifying and documenting business requirements
- Establish the required ledgers, sub-ledgers and registers
- Establish posting rules based on source event analysis
- Business Transactions, Business processes and the Accounting Transactions that result across the Account Types, Currency, Counterparty and Cash Management and ledgers.
- Test and verify all Business to Accounting Transactions for each stage
- Validate the conceptual design of an IIROC accounting subsystem, which supports
- multiple date basis (trade-date, settlement date)
- multiple currencies
- security and cash positions
- an accounting cycle based on business calendars
- Understand everyday activities and needs of IIROC Finance department and how the accounting system supports running the business.

Basic Qualifications
- Operated at a AVP/Director level+ within the Finance Department for an IIROC Wealth Management Firm
- CA Designation
- CFO Qualifying Exam (with CSI)

Proven Qualifications
- Extensive knowledge of how a business transaction translates into accounting transaction(s)
- Deep understanding of financial processes within an IIROC Wealth Management Firm
- Experience leveraging Book of Record systems as part of the finance department of an IIROC Wealth Management Firm
- Ability to operate independently
- Strong communication skills to explain accounting principles to individuals of varying degrees of accounting expertise

The Work Environment
- Our location is downtown Toronto in a small office environment
- Work may be in-office, remote or hybrid, collaborating with other team members in-personal and digitally during regular business hours
- Some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teams

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Job Type**: Contract

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