Consulting Controller / Sr Controller
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About Victory Solutions Group Victory Solutions Group is a specialized consulting and advisory firm delivering comprehensive financial, operational, and related systems solutions to clients in various industries including the financial services industry— broker-dealers, Registered Investment Advisers (RIAs), asset managers, and investment funds. Our team combines deep industry expertise with hands-on operational support, enabling clients to achieve scalable growth while maintaining rigorous compliance and financial discipline. We serve as a trusted partner across the full spectrum of back-office, middle-office, and advisory functions.
Position Overview:
Victory Solutions Group is seeking an experienced Controller or Senior Controller to join our growing team. This is a client-facing, high-impact role responsible for overseeing accounting operations and financial reporting for clients. The ideal candidate brings hands-on experience in financial services or a consulting environment and possesses the technical depth and leadership presence to manage a team—including offshore resources—while building trusted relationships with clients across our portfolio.
Key Responsibilities:
- Financial Reporting & GAAP Compliance
- Prepare, review, and deliver accurate monthly, quarterly, and annual financial statements in accordance with U.S. GAAPOversee general ledger maintenance, account reconciliations, and the month-end/year-end close process
- Ensure timely and accurate financial reporting for external clients
- Maintain and strengthen internal controls frameworks and accounting policies
- Coordinate with external auditors, tax advisors, and regulators as needed
- Client Relationship Management
- Serve as a primary point of contact for assigned clients, building and maintaining trusted long-term relationships
- Proactively identify and communicate financial risks, opportunities, and insights to client stakeholders
- Lead client meetings, deliver financial presentations, and respond to ad hoc analytical requests
- Collaborate with internal teams to ensure seamless service delivery and exceed client expectations
- Identify opportunities to expand service offerings that meet evolving client needs
- Team Leadership & Management
- Lead, mentor, and develop a team of accounting professionals including onshore staff and offshore resources
- Establish clear workflows, quality standards, and performance expectations across the team
- Manage workload allocation and ensure deadlines are consistently met across all client engagements
- Foster a culture of accountability, continuous improvement, and professional development
- Serve as an escalation point for complex technical accounting issues raised by team members
- Technology & Process Improvement
- Champion the adoption of accounting technologies and automation to improve efficiency and accuracy
- Evaluate and implement best-practice processes for financial close, reporting, and reconciliation
- Support data integrity across financial systems and integration with client platforms
Required Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred 7+ years of progressive accounting or finance experience, with at least 3 years in a Controller or senior accounting leadership role
- Experience in a financial services consulting firm or similar professional services environment
- Deep working knowledge of U.S. GAAP and financial reporting standards
- Experience managing teams, including remote or offshore accounting resources
- Proven ability to manage client relationships in a consulting or advisory context
- Strong analytical, problem-solving, and organizational skills with meticulous attention to detail
- Excellent written and verbal communication skills; comfortable presenting to senior stakeholders
Preferred Qualifications:
- Broker-Dealer or RIA Experience
- Prior experience working within or serving a broker-dealer, Registered Investment Adviser (RIA), asset manager, or investment fund
- Knowledge of investment management fee structures, expense allocations, and RIA billing operations
- Experience with portfolio accounting or fund administration systems (e.g., Advent, Orion, Black Diamond, Juniper)
- Additional Preferred SkillsCPA license (active) or equivalent professional designation
- Prior experience at a consulting firm with a financial services client base
- Proficiency with accounting platforms such as NetSuite, Sage Intacct, Microsoft Dynamics or similar
- Why Victory Solutions Group?
- A dynamic, entrepreneurial culture where your expertise directly shapes client outcomes and firm growth
- Exposure to a diverse portfolio of clients
- Opportunities for professional development, leadership growth, and advancement
- Collaborative team environment with experienced finance and accounting professionals