Controller

CTDI Careers; West Chester (Chester County); On-site; USD 90,000 - 140,000; Full time

Job summary

CTDI is seeking an experienced Controller to oversee accounting operations across a portfolio of entities. You will manage the general ledger, close cycles, and preparation of key financial statements, while maintaining internal controls and policies.

This role involves coordinating with tax advisors, auditors, and other service providers to ensure compliant, timely reporting. The successful candidate will bring 5–8 years of progressive accounting experience, GAAP expertise, and strong Excel and

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• CPA designation preferred but not required.
• Minimum of 5–8 years of progressive accounting experience, preferably with small businesses, multiple entities, or closely held companies.
• Strong knowledge of GAAP, general ledger accounting, financial reporting, reconciliations, and month-end close procedures.
• Experience managing accounting records for multiple legal entities, business units, or companies is strongly preferred.
• Proficiency with accounting software, Microsoft Excel, and financial reporting tools.
• Experience with payroll, sales tax, income tax support, insurance audits, and banking relationships is a plus.

Responsibilities

• Oversee the general ledger, books, and records, ensuring transactions are recorded accurately and consistently.
• Manage month-end, quarter-end, and year-end close processes, including journal entries, account reconciliations, accruals, and financial statement preparation.
• Prepare and review balance sheets, income statements, cash flow reports, and other financial reports for each company.
• Maintain appropriate accounting policies, procedures, schedules, and supporting documentation across all entities.
• Monitor cash balances, cash flow, intercompany activity, accounts payable, accounts receivable, payroll accounting, and bank reconciliations.
• Develop and maintain internal controls to safeguard assets, improve accuracy, and reduce financial risk.
• Coordinate with external accountants, tax advisors, auditors, banks, insurance providers, and other professional service partners as needed.
• Support tax filings, annual audits or reviews, business registrations, compliance reporting, and other regulatory requirements.
• Prepare budgets, forecasts, and variance analyses to help ownership understand financial results and plan for future needs.
• Identify process improvements, automation opportunities, and accounting system enhancements to improve efficiency and reporting quality.
• Supervise, train, or coordinate with bookkeeping, accounting, or administrative staff as applicable.

Skills

GAAP knowledge

Analytical skills

Detail oriented

Independent working

Communication with stakeholders

Leadership / training

Education

Bachelor’s degree in Accounting/Finance

Tools

Accounting software

Microsoft Excel

Financial reporting tools

Job description

The Controller will be responsible for overseeing the accounting operations, books, records, financial reporting, and internal controls for a portfolio of companies. This position will ensure accurate and timely financial information, maintain compliance with applicable accounting standards and tax requirements, and provide ownership and management with clear insight into each company’s financial performance.

Key Responsibilities

• Oversee the general ledger, books, and records, ensuring transactions are recorded accurately and consistently.


• Manage month-end, quarter-end, and year-end close processes, including journal entries, account reconciliations, accruals, and financial statement preparation.


• Prepare and review balance sheets, income statements, cash flow reports, and other financial reports for each company.


• Maintain appropriate accounting policies, procedures, schedules, and supporting documentation across all entities.


• Monitor cash balances, cash flow, intercompany activity, accounts payable, accounts receivable, payroll accounting, and bank reconciliations.


• Develop and maintain internal controls to safeguard assets, improve accuracy, and reduce financial risk.


• Coordinate with external accountants, tax advisors, auditors, banks, insurance providers, and other professional service partners as needed.


• Support tax filings, annual audits or reviews, business registrations, compliance reporting, and other regulatory requirements.


• Prepare budgets, forecasts, and variance analyses to help ownership understand financial results and plan for future needs.


• Identify process improvements, automation opportunities, and accounting system enhancements to improve efficiency and reporting quality.


• Supervise, train, or coordinate with bookkeeping, accounting, or administrative staff as applicable.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.


• CPA designation preferred but not required.


• Minimum of 5–8 years of progressive accounting experience, preferably including experience with small businesses, multiple entities, or closely held companies.


• Strong knowledge of GAAP, general ledger accounting, financial reporting, reconciliations, and month-end close procedures.


• Experience managing accounting records for multiple legal entities, business units, or companies strongly preferred.


• Proficiency with accounting software, Microsoft Excel, and financial reporting tools.


• Experience with payroll, sales tax, income tax support, insurance audits, and banking relationships is a plus.

Skills and Competencies

• High attention to detail and strong organizational skills.


• Ability to manage multiple companies, deadlines, priorities, and reporting requirements at the same time.


• Strong analytical, reconciliation, and problem-solving skills.


• Clear communication skills with the ability to explain financial results to non-accounting stakeholders.


• Hands-on approach with willingness to perform detailed accounting work as well as higher-level financial review.


• Integrity, discretion, and sound judgment when handling confidential financial information.


• Ability to work independently and take ownership of accounting processes from transaction entry through financial reporting.

CTDI is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. This policy applies to every aspect of employment at CTDI, including recruitment, hiring, training, advancement, and termination.

This position does not qualify for visa sponsorship.

As part of our hiring process, we may use automated decision tools to assist in evaluating candidate qualifications, skills, and experience against job requirements. These tools are designed to support—not replace—human judgment. Final hiring decisions are made by our hiring team. We are committed to equal employment opportunity and regularly review our hiring processes, including automated tools, to support fairness and reduce the risk of unintended bias. You may request an alternative evaluation method or accommodation by contacting [e-mail] .

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.