Controller

Bevel Financial; Columbia Falls (MT); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Coverage

401(k) retirement plan

Job summary

Bevel Financial is seeking a Controller to lead external audit relationships and own financial reporting accuracy. You will manage treasury operations, cash management, and data infrastructure, while ensuring GAAP compliance and strong internal controls.

The role requires hands-on skills to build and improve reporting systems, coordinate across audit, treasury, and accounting teams, and communicate effectively with leadership in a small, high-trust environment.

Qualifications

• 8+ years of progressive accounting/finance experience with audit-facing responsibility.
• Bachelor's degree in Accounting or Finance; CPA preferred.
• Hands-on in building and improving financial reporting infrastructure.

Responsibilities

• Lead outsourced audit processes, planning through completion.
• Own monthly financial reporting package (P&L, balance sheet, cash flow) and data infrastructure.
• Oversee treasury operations, cash flow forecasting, and banking relations.
• Supervise internal controls, data consistency, and cross‑team coordination.

Skills

GAAP knowledge

Audit leadership

Project management

Treasury forecasting

Vendor management

Communication skills

Excel/BI tools

Education

Bachelor's in Accounting/Finance

CPA in progress preferred

Tools

QuickBooks

Excel

BI tools

Job description

About Us

Here, we disrupt the status quo. If you’re looking for your “typical” finance job, you’re in the wrong place. Bevel Financial is revamping the lending world through innovation and technology providing customers simplified and accelerated lending opportunities across a marketplace of lenders.

About Us

Here, we disrupt the status quo. If you’re looking for your “typical” finance job, you’re in the wrong place. Bevel Financial is revamping the lending world through innovation and technology providing customers simplified and accelerated lending opportunities across a marketplace of lenders. We’re looking for team members who have an understanding of large-scale funding with a small-scale customer service mentality. If you’re a nimble problem-solver, good with numbers, and an excellent communicator, you’ve come to the right spot.

Location: Columbia, MO | Reports to: Managing Director | Status: Full-time, exempt | Work Arrangement: Hybrid (minimum 2 days/week in office)

About Bevel Financial

Bevel Financial is a commercial financing marketplace that connects mid‑market businesses — in construction, industrial, medical, commercial real estate, business acquisition, and aviation — to a network of institutional capital sources. Rather than lending directly from a single balance sheet, Bevel operates as a curated portal into a broad lender network, giving clients faster access to competitive rates and structures across financing products. The team is small, high‑trust, and hands‑on, which places a premium on disciplined financial stewardship as the business scales.

Position Overview

Bevel Financial is hiring a Controller to be the company's senior finance point person: the individual who leads the external audit relationship, owns the accuracy and organization of financial reporting and data, and runs treasury and cash management. Bevel outsources its day‑to‑day bookkeeping and audit work to outside firms — this role does not perform hands‑on accounting — but it requires enough command of GAAP and financial reporting mechanics to represent the company credibly to auditors, resolve technical questions, and know when something in the numbers doesn't look right. Critically, this is not a role for someone who only reviews reports that others have built: Bevel needs a Controller who can personally build, troubleshoot, and improve the reporting and data infrastructure itself, not just read its output. In practice, much of the job is project management — coordinating people, data, and deadlines across the audit, reporting, and treasury workstreams so nothing falls through the cracks. The role also carries oversight of the company's technology systems — ensuring they are properly administered, secured, and supported — though not their build‑out or development, which sits elsewhere in the organization.

Key Responsibilities

Audit Leadership

• Serve as the primary point of contact and project lead for Bevel's outsourced audit firm, managing the annual audit (and any interim reviews) from planning through completion, including the audit calendar and information requests across teams.
• Apply GAAP knowledge to represent the company credibly in audit discussions, work through technical accounting questions, and review proposed findings or adjustments before they're finalized.
• Manage relationships with the outsourced audit firm, outside accounting/bookkeeping providers, tax preparers, and other financial service vendors.

Financial Reporting, Data & Process Management

• Own the accuracy, organization, and timeliness of Bevel's financial reporting package — P&L, balance sheet, and cash flow — sourced from outsourced or internal bookkeeping.
• Build and maintain the data infrastructure and reporting processes that keep financial records well‑organized, reconciled, and audit‑ready at all times, not just at year‑end.
• Gather, validate, and assemble supporting documentation needed for audits, lender reporting, or leadership review, and present results and metrics to leadership clearly.
• Standardize financial processes and internal controls, and identify opportunities to improve, simplify, or automate them, while ensuring compliance with GAAP and other regulatory reporting requirements.

Treasury & Cash Management

• 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 or outside provider.

Technology Oversight

• Oversee technology systems, hardware & software — including onboarding/system access set‑up for new employees — serving as business owner for financial and operational systems (properly maintained, secured, and vendor‑supported) without personally leading 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.

Platforms & Systems

The Controller will oversee administration, access, and vendor management for Bevel's core systems: Salesforce, DocuSign/Nintex/Aurora LOS, Wolters Kluwer eVault/Lien Solutions, QuickBooks, Google Workspace, Microsoft Office, Box, Equifax/PayNet, and Citrix/Podio.

Qualifications & Experience

• 8+ years of progressive accounting/finance experience, including senior, audit‑facing responsibility as a Controller or similar; Bachelor's degree in Accounting or Finance required, CPA license (or in progress) strongly preferred.
• A builder, not just a reviewer: proven, hands‑on experience personally constructing, troubleshooting, and improving financial reporting infrastructure — including Excel/spreadsheet or BI‑tool fluency to build models and reports from raw data — rather than simply validating what someone else designed.
• Deep GAAP knowledge and demonstrated success as the primary company contact for external auditors, from planning through completed audit.
• Hands‑on treasury experience: cash flow forecasting, liquidity planning, banking relationships, and account reconciliation.
• Strong project‑management instincts, able to coordinate audit, reporting, and treasury workstreams across internal staff and outside providers to firm deadlines.
• Comfortable overseeing — not building — broader operational technology systems and vendor relationships; proficient with QuickBooks or a comparable platform; exceptional communication skills and high integrity suited to a small, high‑trust team.

Benefits Offered (Full-Time Positions Only)

• Health Coverage: Comprehensive medical, dental, and vision plans. Also offers a Health Saving Account (HSA)
• Retirement: Features a 401(k) retirement plan and match