Note: The job is a remote job and is open to candidates in USA. Bevel Financial is a commercial financing marketplace connecting mid-market businesses with institutional capital sources through a network of lenders. The Financial Controller will lead accounting, financial reporting, treasury, budgeting, compliance, internal controls, and technology systems oversight while managing finance staff and supporting executive decision-making.
Responsibilities
- Oversee the preparation of accurate, timely financial statements — profit & loss, balance sheet, and cash flow — on a monthly, quarterly, and annual basis
- Review and validate the general ledger, journal entries, account reconciliations, and close process performed by accounting staff or outsourced bookkeeping/accounting providers
- Manage the month-end and year-end close calendar, ensuring deadlines, accuracy, and reporting standards are consistently met
- Present financial results and key performance metrics to executive leadership, translating financial data into clear operating insight
- Own day-to-day treasury operations, including monitoring cash positions, disbursements, and liquidity across all company accounts
- Build and maintain rolling cash flow forecasts and liquidity models to support operating and strategic decisions
- Manage banking relationships, account structures, and signatory controls; oversee reconciliations between bank and book records
- Oversee accounts payable, accounts receivable, and collections processes performed by the accounting team
- Lead the annual budgeting process and ongoing forecasting and re-forecasting cycles
- Track and analyze budget-to-actual variances, providing clear explanations and corrective recommendations to leadership
- Build and maintain financial models to evaluate business performance, profitability, and investment decisions
- Ensure compliance with applicable accounting standards (GAAP), tax obligations, and other statutory and regulatory financial reporting requirements
- Design, implement, and maintain internal controls to safeguard company assets and ensure the reliability of financial reporting
- Coordinate with external auditors, tax preparers, and other outside advisors on audits, filings, and reviews
- Manage financial and operational risk within the finance function, including liquidity, credit, and control risk
- Oversee technology systems, hardware & software, including the onboarding and system access/set-up for new employees
- Serve as the business owner for financial and operational systems — ensuring they are properly maintained, secured, licensed, and vendor-supported — without personally leading system build-out or development
- Coordinate with outside IT and software vendors to resolve issues, manage renewals, and evaluate new tools as the business's needs evolve
- Manage and mentor accounting/finance support staff, setting standards and reviewing output even where the Controller is not performing the work directly
- Partner with company leadership and other functional leads on financial matters, budgeting input, and business decisions with financial impact
Skills
- 8+ years of progressive accounting/finance experience, including senior-level oversight as a Controller or similar; Bachelor's degree in Accounting or Finance required
- Deep GAAP knowledge, with proven ability to review, validate, and present financial statements, budgets, and forecasts to executive leadership
- Hands-on treasury experience: cash flow forecasting, liquidity planning, banking relationships, and account reconciliation
- Strong command of tax, audit, and regulatory compliance, with experience managing internal controls and external advisor relationships
- Comfortable overseeing — not building — financial and operational technology systems, vendor relationships, and system access; proficient with QuickBooks or a comparable platform
- Exceptional analytical and communication skills, high integrity, and a hands-on leadership style suited to a small, high-trust team
- CPA license (or in progress)
Benefits
- Hybrid work arrangement
- For full-time positions only: comprehensive medical, dental, and vision plans
- For full-time positions only: Health Saving Account (HSA)
- For full-time positions only: 401(k) retirement plan and match
Company Overview