Director, Treasury and Finance Services

Overview

As Director of Treasury and Finance Services, you will lead Pew’s treasury, banking, cash flow, capital markets, and investment oversight, guiding long-term forecasting and financial analysis. You’ll collaborate with senior leadership to refine financial strategy, strengthen controls, and support Pew’s mission through prudent liquidity management and risk-aware investment oversight. This role offers the chance to shape Pew’s financial trajectory while working with cross-functional teams and external partners. You will drive insights for the Board and Finance Committee and mentor a small team in a dynamic, mission-driven environment.

Pay / Benefits

• hybrid work with core in-office days
• telework flex weeks
• comprehensive health benefits (medical, dental, vision)
• retirement benefits
• life and disability insurance
• work-life balance programs

Responsibilities

• Lead treasury strategy and liquidity optimization to support growth
• Oversee banking relationships, cash flow management, and internal controls
• Provide financial forecasting, scenario analysis, and reporting to senior leadership and Board
• Oversee capital markets activities, financing options, and debt management
• Manage investments oversight with external partners and monitor policy compliance
• Coordinate investment policy reviews, spending policies, and risk parameters with Finance leadership and external advisors
• Prepare and present quarterly finance committee materials and assist during audits
• Develop staff, foster a culture of performance, and drive adoption of new technologies in Finance
• Serve as SME on emerging technologies and provide training as needed
• Support diversity, equity, inclusion, and accessibility initiatives within Pew
• Engage in other duties as assigned

Key requirements

• Minimum 10 years of professional experience in finance with staff or project management
• Two+ years of direct supervisory experience with performance management
• Five+ years of treasury, banking, financial modeling, analysis, and capital markets/investments experience
• Strong analytical, customer service, and interpersonal skills
• Advanced Excel and financial modeling proficiency for long-term planning and reporting
• Experience with data tools (Power Query, Power Pivot, Power BI) and BI dashboards
• Proficiency in Microsoft Office Suite and executive presentation preparation
• Experience leveraging AI to improve financial reporting and forecasting
• Proactive, collaborative, and able to partner with senior management including the CFO
• Strong organizational skills and track record of leading change in growing organizations
• Excellent judgment, negotiation, and problem-solving abilities
• Energetic, adaptable, and team-focused with strategic and tactical impact

• collaboration
• communication
• leadership
• Microsoft Excel (advanced financial modeling)
• Power Query
• Power Pivot

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