Company Overview

Solvo is changing how North American companies connect with talented, nearshore employees, along with the latest AI-powered tools. Solvo provides exceptional, affordable remote talent to U.S. and Canadian businesses in 50+ industry specialties. Solvo operations feature employees with no language barriers, a strong work ethic, in the same time zone, mirroring...

Responsibilities

Act as a liaison between clients and audit firms.

Oversee and review the preparation of audit packages.

Perform quality control and finalize audit packages prior to release.

Implement audit findings and ensure compliance.

Review, analyze, and finalize annual budgets and recommendations.

Review, finalize, and deliver monthly and quarterly financial reports.

Provide insights on financial performance and trends.

Ensure deliverables are completed according to the scope of work.

Manage staffing needs across the client portfolio.

Serve as the point of escalation and resolution for the client team.

Escalate leadership changes, scope adjustments, or financial concerns to department leadership.

Manage multiple clients virtually and maintain ongoing communication.

Advise executive leadership on financial strategies and initiatives.

Track progress toward financial goals and identify trends.

Present financial analysis, recommendations, and insights to leadership teams.

Participate and present in Board meetings.

Serve as escalation point for service and delivery issues across the portfolio.

Qualifications

8+ years of experience in accounting, financial reporting, and financial management.

3+ years of experience managing teams or overseeing project work.

Prior experience working in nonprofit organizations is required.

Experience working in schools or socially responsible organizations is required.

Previous experience managing multiple clients or projects is preferred.

Bachelor’s degree in Finance, Accounting, Business, or related field is required.

Excellent interpersonal, communication, and analytical skills.

Proficiency with Microsoft Office 365, Excel, Anybill.com, QuickBooks, Intacct, FundEZ, or similar accounting software.

Experience with payroll systems such as ADP or Paychex.

• Act as a liaison between clients and audit firms.
• Oversee and review the preparation of audit packages.
• Perform quality control and finalize audit packages prior to release.
• Implement audit findings and ensure compliance.
• Review, analyze, and finalize annual budgets and recommendations.
• Review, finalize, and deliver monthly and quarterly financial reports.
• Provide insights on financial performance and trends.
• Ensure deliverables are completed according to the scope of work.
• Manage staffing needs across the client portfolio.
• Serve as the point of escalation and resolution for the client team.
• Escalate leadership changes, scope adjustments, or financial concerns to department leadership.
• Manage multiple clients virtually and maintain ongoing communication.
• Advise executive leadership on financial strategies and initiatives.
• Track progress toward financial goals and identify trends.
• Present financial analysis, recommendations, and insights to leadership teams.
• Participate and present in Board meetings.
• Serve as escalation point for service and delivery issues across the portfolio.

• Excellent interpersonal, communication, and analytical skills.
• Proficiency with Microsoft Office 365, Excel, Anybill.com, QuickBooks, Intacct, FundEZ, or similar accounting software.
• Experience with payroll systems such as ADP or Paychex.

• 8+ years of experience in accounting, financial reporting, and financial management.
• 3+ years of experience managing teams or overseeing project work.
• Prior experience working in nonprofit organizations is required.
• Experience working in schools or socially responsible organizations is required.
• Previous experience managing multiple clients or projects is preferred.
• Bachelor’s degree in Finance, Accounting, Business, or related field is required.