Treasury Manager

🕒 4 days ago

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Pinnacle Fund Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2011

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

Pinnacle Fund Services is a fund administration firm that provides outsourced back-office services, combining specialized fund accounting, valuation, reporting, regulatory and tax support with tailored technology solutions. The company services a wide range of alternative investment strategies—including private equity, venture capital, hedge funds, real estate & infrastructure, structured finance, private debt, fund-of-funds, family offices, and insurance-linked strategies—delivering lifecycle administration, capital call and waterfall management, NAV processes, and investor reporting. Pinnacle emphasizes a technology-enabled approach (investor portals, dedicated API, and proprietary platforms like Clarity) and positions itself as a trusted B2B partner for investment managers across multiple jurisdictions.

📋 Description

• Serve as the primary owner of treasury processes, collaborating with internal stakeholders and technology teams to standardize workflows, drive automation, and ensure scalable, controlled operations. • Oversee execution of and approve fund-related payments including redemptions, distributions, fees, investment transactions and invoices. • Manage multi-currency transactions, including setup and maintenance of beneficiary bank templates and FX processing. • Ensure treasury processes meet internal control standards and align with fund offering documents and regulatory guidelines. • Liaise with banking partners to resolve issues, implement best practices, and support fund launches or account onboarding. • Monitor payment deadlines, currency cut-offs, and funding schedules to ensure timely execution. • Identify and mitigate treasury-related risks, supporting internal and external audit readiness. • Lead the development and enhancement of treasury workflows, promoting automation and minimizing manual input across platforms. • Partner with technology and operations teams to implement system improvements and expand reporting capabilities. • Participate in the design and implementation of treasury-related policies, procedures, and documentation standards. • Analyze recurring issues or delays and propose corrective action plans for resolution. • Track KPIs and service metrics, report trends to department lead to improve visibility and decision-making. • Advise clients and internal staff members on best practices in relation to payment workstreams. • Assist in the rollout and adoption of new technology tools and processes that impact the Treasury function. • Supervise the Treasury team, providing clear direction on deliverables while ensuring consistent service quality. • Identify and address knowledge gaps and training needs within the team. • Conduct regular one-on-one meetings, performance reviews, and goal-setting discussions with team members. • Lead recruitment, onboarding, and training for new hires and junior staff. • Foster a collaborative and accountable culture through mentoring, knowledge sharing, and cross-training initiatives. • Ensure team members adhere to internal controls, company policies, and meet compliance, client, and operational requirements.

🎯 Requirements

• Prior Treasury or Cash Management experience of at least 2-3 years is required. • A strong understanding of the Canadian and international banking space in relation to payment types and instructions is required. • Prior experience in leading and managing a team is required. • Experience within fund administration services desired, but not required. • Prior experience with the rollout and adoption of new processes and software solutions is desired, but not required. • Strong knowledge of Microsoft Excel. • Strong organizational skills. • Ability to handle multiple demands, competing priorities, and constant change. • Ability to communicate effectively and confidently with internal and external stakeholders about best practices for treasury processes and controls. • Ability to allocate time effectively and manage tight deadlines. • Strategic mindset with experience contributing to or leading the rollout of a new department.

🏖️ Benefits

• Extended Health Benefits • RRSP Employer Match Program • Competitive Compensation • Annual discretionary bonus • Educational Support • Work-Life Balance • Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate & socialize) • Exposure to all aspects of the business