Client-Focused 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

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.