Assistant Controller

SHINE Management Inc.; Luray (VA); On-site; USD 80,000 - 95,000; Full time

Job summary

SHINE Management Inc. is seeking an Assistant Controller to manage full-cycle accounting and financial reporting for external portfolios and clients.

This role bridges back-office accounting with executive client communication, translating numbers into actionable strategy while ensuring regulatory compliance. You will oversee month-end close across multiple client accounts, prepare financial statements, perform variance analysis, and support audits and 401(k) filings.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or CMA highly preferred.
• 5 to 7+ years of progressive accounting experience.

Responsibilities

• Act as primary financial point of contact for assigned clients.
• Present financial packages to clients and key stakeholders.
• Prepare and review monthly, quarterly, and annual financial statements for assigned clients.
• Conduct flux and variance analysis to monitor project profitability and client contribution.
• Identify trends and flag risks or opportunities based on financial performance data.
• Oversee reconciliations, journal entries, and month-end/year-end close procedures.
• Supervise payroll processing for assigned accounts, ensuring accuracy and timeliness.
• Coordinate and assist with external client audits, bank audits, and 401(k) filings.

Skills

Client-facing communication

Strong organizational skills

Ability to translate financial data

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Microsoft Office

QuickBooks Online

NetSuite

Job description

About the Role

SHINE Management partners with clients to deliver streamlined technology, procedure-based, and policy solutions that enable their staff to provide high-quality, cost-effective accounting services. We are seeking a Assistant Controller to help manage full-cycle accounting and financial reporting on behalf of our external portfolios and clients.

This role serves as the bridge between back-office accounting operations and executive-level client communication, translating complex financial data into actionable strategy, ensuring regulatory compliance, and overseeing the month-end close process across multiple client accounts. The ideal candidate is equally comfortable in the details of a reconciliation and in front of a client explaining what those numbers mean for their business.

Core Responsibilities

• Act as the primary financial point of contact for assigned clients, addressing inquiries in a timely and professional manner.
• Present financial packages to clients and key stakeholders, ensuring clarity and confidence in the reporting.
• Align accounting strategies with each client's broader business goals and priorities.
• Prepare and review monthly, quarterly, and annual financial statements for assigned clients.
• Conduct flux and variance analysis to monitor project profitability and client contribution.
• Identify trends and flag risks or opportunities based on financial performance data.
• Manage and streamline full-cycle accounting calendars across multiple client accounts.
• Oversee reconciliations, journal entries, and month-end/year-end close procedures.
• Supervise payroll processing for assigned accounts, ensuring accuracy and timeliness.
• Coordinate and assist with external client audits, bank audits, and 401(k) filings.
• Prepare accurate, audit-ready workpapers and supporting schedules.
• Serve as a liaison between clients and external auditors throughout the audit lifecycle.
• Implement and maintain internal control systems that support client adherence to GAAP.
• Monitor client processes for regulatory compliance and recommend improvements as needed.
• Expert knowledge of US GAAP (Generally Accepted Accounting Principles).
• Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.
• Familiarity with multiple ERP systems, such as QuickBooks Online and NetSuite.
• Exceptional client-facing communication skills.
• Ability to translate complex financial data into clear, actionable insights for non-financial stakeholders.
• Strong organizational skills and the ability to manage competing priorities across multiple client accounts.

Key Qualifications & Requirements

Education

Bachelor's degree in Accounting, Finance, or a related field.

Credentials

CPA (Certified Public Accountant) or CMA (Certified Management Accountant) highly preferred.

Experience

Typically 5 to 7+ years of progressive accounting or public accounting experience.

Determination: The final salary offered will be based on the selected candidate’s experience, education, and geographic location.

Salary Range: $80,000 - $95,000

SHINE Management is an Equal Employment/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or veteran status, or any other protected class by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.