Western Governors University · 1 day ago
Treasury & Investment Ops Manager, Salt Lake City, UT
SLC Metro Area
Full-time
Onsite
Senior Level
$107K/yr - $165K/yr
5+ years expWestern Governors University is committed to expanding access to higher education through innovative online programs. The Treasury & Investment Ops Manager is responsible for ensuring the organization’s liquidity, investment oversight, and treasury systems operate efficiently and accurately, collaborating closely with internal teams and external advisors.
Higher Education
Hiring Manager
Tyler Kulbacki
Responsibilities
Develop, maintain, and refine short- and long-term cash flow forecasts
Manage daily cash balances, cash positioning, transfers, and liquidity deployment
Oversee short-term investments and ensure compliance with the Investment Policy Statement
Optimize use of excess cash to support operational and strategic needs
Prepare performance reporting, risk analysis, and compliance reviews for the institution’s investment portfolio
Review and analyze subscription documents and investment briefs prepared by investment advisors and support prioritization of alternate investments and private placements
Coordinate with external investment advisers and managers to ensure timely reporting and alignment with guidelines
Maintain investment tracking tools, data integrity, and reporting workflows
Support the Finance Committee and executive leadership with clear, accurate investment reporting
Manage debt compliance requirements, including bond covenant reporting, continuing disclosures, and regulatory filings
Coordinate with external advisors, underwriters, and legal counsel on financing activities
Support rating agency preparation and materials; manage documentation for annual reviews
Maintain accurate records of debt service schedules, amortization, and related financial obligations
Monitor treasury and investment-related risks, including liquidity risk, concentration risk, and market exposures
Ensure adherence to internal controls, policies, and nonprofit financial standards
Maintain compliance with regulatory and reporting requirements tied to investments and debt
Recommend improvements to enhance transparency, accuracy, and audit readiness
Oversee treasury management systems, banking platforms, and investment reporting tools
Identify and implement process improvements that enhance automation, control, and efficiency
Document, update, and maintain treasury and investment procedures
Partner with IT and Finance to evaluate technology solutions and upgrades
Partner with Accounting and Finance teams to ensure liquidity planning aligns with operational needs
Provide analytical support to senior leadership on cash availability, investment performance, and capital planning
Serve as a resource across the organization to strengthen financial discipline and stewardship
Qualification
Required
Bachelor's degree in finance, accounting, economics, or related field
5-8+ years of relevant treasury, investment operations, or corporate finance experience
Strong understanding of cash management, investment principles, and debt instruments
Experience preparing investment or treasury reports for senior leadership or governance bodies
High proficiency with treasury tools, financial systems, and advanced Excel
Exceptional attention to detail, judgment, and integrity
Preferred
Experience in a large nonprofit, higher education, healthcare, or similar mission-driven environment
Knowledge of investment operations, performance reporting, and institutional portfolios
Treasury certification (CTP) or investment credential (CFA Level I+) is a plus
Familiarity with public debt issuance, rating agency processes, or municipal market compliance
Benefits
Bonuses
Medical, dental, vision, telehealth and mental healthcare
Health savings account and flexible spending account
Basic and voluntary life insurance
Disability coverage
Accident, critical illness and hospital indemnity supplemental coverages
Legal and identity theft coverage
Retirement savings plan
Wellbeing program
Discounted WGU tuition
Flexible paid time off for rest and relaxation with no need for accrual
Flexible paid sick time with no need for accrual
11 paid holidays
Other paid leaves, including up to 12 weeks of parental leave
Company
Western Governors University
Western Governors University focuses on improving lives by creating pathways to opportunity for its students.
5001-10000 employees
H1B Sponsorship
Western Governors University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (4)
2023 (12)
2022 (30)
2021 (17)
2020 (37)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kauffman Foundation
2025-05-08Grant
Leadership Team
Stephen Herzig
Vice President of Enterprise Solutions
Kacey Thorne
Senior Director, Academic Strategic Initiatives
Recent News
2025-12-02
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