Financial Controller

Bevel Financial; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Coverage

401(k) match

Job summary

Bevel Financial is seeking a Financial Controller to own the integrity of the company’s accounting, financial reporting, and treasury operations. You will guide staff or external providers, ensure timely financial statements, and oversee cash and treasury functions while maintaining system controls.

The role requires extensive GAAP knowledge, treasury acumen, and leadership in a small, high-trust team. You will also oversee core finance systems and vendor relationships to support scalable growth.

Qualifications

• 8+ years in accounting/finance with senior oversight (Controller or similar).
• Deep GAAP knowledge; able to review, validate, and present financials to leadership.
• Hands-on treasury experience: cash forecasting, liquidity planning, banking relations.
• Strong tax, audit, regulatory compliance, internal controls experience.
• Overseeing financial/operational technology systems and vendor relationships.
• Excellent analytical and communication skills; leadership in a small team.

Responsibilities

• Oversee monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow).
• Manage treasury: cash positions, disbursements, liquidity across accounts.
• Lead annual budgeting and ongoing forecasting cycles.
• Track budget-to-actual variances and advise leadership.
• Maintain internal controls and coordinate with external auditors and advisors.
• Oversee systems administration for finance tools and vendor management.

Skills

GAAP knowledge

Treasury experience

Leadership

Financial reporting

Regulatory compliance

Education

Bachelor’s degree in Accounting or Finance

CPA preferred

Tools

QuickBooks

Salesforce

DocuSign

Nintex

Aurora LOS

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.

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.

Bevel Financial

Financial Controller

Location: Hybrid | Reports to: Managing Director | Status: Full-time, exempt

About Bevel Financial

Bevel Financial is a commercial financing marketplace that connects mid-market businesses — in construction, industrial, medical, commercial real estate, and business acquisition — 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 Financial Controller to own the integrity of the company’s accounting, financial reporting, and treasury functions. This is an oversight and leadership role: the Controller will direct and review the work of accounting staff and/or outside providers, ensure the accuracy and timeliness of the company’s financial statements, and manage cash and treasury operations, while bringing the technical depth and credentials to be personally accountable for the numbers. The role also carries oversight of the company’s technology systems — ensuring they are properly administered, secured, and supported.

Key Responsibilities

Financial Reporting & Accounting Oversight

• 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.

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.

Budgeting, Forecasting & Financial Planning

• 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.

Compliance, Controls & Risk

• 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.

Technology Oversight

• 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.

Team & Cross-Functional Leadership

• 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.

Platforms & Systems

The Controller will oversee administration, access, and vendor management for the company’s core systems, including:

• Salesforce
• DocuSign / Nintex / Aurora LOS
• Wolters Kluwer eVault / Lien Solutions
• QuickBooks
• Google Workspace
• Microsoft Office
• Box
• Equifax / PayNet
• Citrix / Podio

Qualifications & Experience

• 8+ years of progressive accounting/finance experience, including senior-level oversight as a Controller or similar; Bachelor’s degree in Accounting or Finance required, CPA license (or in progress) strongly preferred.
• 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.

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