Treasury Manager

Pinnacle Fund Services ("Pinnacle") is a privately‑owned company headquartered in Vancouver that provides high‑quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and employees with a dynamic workplace and career growth potential. To deliver services to our growing client base, Pinnacle is seeking a Treasury Manager to join our Treasury team.

Job Description

Reporting to the VP, Fund Accounting, the Treasury Manager will be responsible for overseeing the end‑to‑end treasury operations function across all funds administered by Pinnacle, including direct oversight of a small Treasury team of two. This includes managing cash movement, payment processes, and banking relationships to ensure timely, secure, and accurate execution of all treasury‑related transactions. The role works closely with internal teams and external banking partners to uphold high service standards, maintain robust controls, and drive continuous process improvements. The Treasury Manager plays a key leadership role in coaching team members, optimizing department performance and creating efficiencies through the rollout and adoption of new systems and processes.

Responsibilities

• 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 set‑up 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 KPI 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‑to‑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.

Desired Skills and Experience

• 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.
• Ability to manage own time and workload effectively ensuring both internal and external deadlines are met.
• 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
• Exposure to all aspects of the business

We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.

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