Senior Treasury Lead

Ontario University Athletics; Guelph; Hybrid; CAD 80,000 - 96,000; Full time

Job summary

A leading academic institution located in Guelph is seeking a Senior Treasury Lead to manage and oversee donations and reconcile complex donations aligned with Canada Revenue Agency guidelines. This role involves mentoring employees and maintaining strong relationships with donors. The ideal candidate will have significant experience in accounting or treasury operations especially within a non-profit context, proficient skills in Microsoft Office, and strong interpersonal communication capabilities. This position offers flexible working arrangements, including remote work options.

Benefits

Comprehensive Extended Health Care Benefits

Strong vacation allocation

Wellness programming

Professional development opportunities

Access to on-campus activities

Qualifications

• 3+ years of experience in accounting or treasury operations in a non-profit or CRA environment.
• Experience with processing charitable donation receipts.
• Excellent communication and relationship building skills.

Responsibilities

• Oversight and supervision of all donations and reconciliation.
• Mentoring staff and reviewing donation processing.
• Provide advice regarding established policies and procedures.

Skills

Accounting or treasury operations

Interpersonal communication

Data management

Customer service experience

Knowledge of CRA guidelines

Education

Undergraduate degree

CPA designation (or in progress)

Tools

CRM database

Microsoft Excel

Microsoft Word

Job description

Department: Advancement Services

This position is represented by the agreement between the Professional Staff Association and the University of Guelph

Primary Category Page: Staff and Management

Division: Alumni Affairs and Development

Requisition ID: 1965

Temporary full-time from 01/12/2026 to 10/31/2029

Temporary Absence of the Regular Incumbent

If you are a current employee of the University of Guelph you must apply on the internal Career Page in order to be considered as an internal applicant.

Career Opportunities (sapsf.com)

General Purpose

Alumni Affairs & Development (AA&D)’s purpose is to maximize philanthropic support for the University of Guelph’s mission of creating unique solutions for the challenges facing our world. We achieve this purpose by building the kind of deep and sustained relationships with our donors, alumni and friends that increase awareness of, engagement with, and investment in the University of Guelph ‘s work. As a member of this campus-wide team, the Senior Treasury Lead epitomizes the department’s shared values of respect, empowerment, integrity, appreciation, and forward focus.

The University of Guelph is currently planning to launch its first fundraising campaign since 2014. The campaign aims to expand on the University’s recent fundraising growth so that AA&D becomes a team that consistently raises $ 75 M a year by 2030 (a record $ 55M was raised in FY24/25). By aligning donor passions with the university's ambitious goals, the campaign will boost revenue, elevate the university's global profile, deepen donor relationships, and create a highly developed culture of philanthropy across the University community. Institutional leaders and volunteers will be highly engaged in advocating for the university's global impact and the vital role of philanthropy in achieving this vision.

Duties and Responsibilities

Reporting to the Finance Manager, Gift Processing and Records, the Senior Treasury Lead, is responsible for oversight and supervision of all donations (including reconciliation), as well as prompt and accurate processing of more complex donations, such as gift of shares, ETF/wire transfers, gift in kind, third-party donation gifts, vet clinic statements, and monitoring and setting up all complex gift pledges and planned gifts based on incoming gift agreements. This role includes mentoring and coaching of records and treasury staff to audit and fact-check their work to ensure accurate processing of donations, as well as reviewing and signing off on treasury remittances. This role also includes monitoring and reviewing grant accounts and the external bank account and working closely with Treasury to ensure prompt processing of donations.

This role supports the Finance Manager in a back-up capacity with personnel management support, and also supports the Records & Gift Administrators/Treasury Assistants in processing other donations as needed for back-up support during leaves, etc. (cheques, cash, credit cards, online donations, direct deposits, pre-authorized payments, payroll deductions), and recurring gifts for the University of Guelph in a timely fashion.This role requires analytical, interpretive, and sound judgment to evaluate and make recommendations on donations aligned to CRA guidelines.The role also requires a high level of proficiency and autonomy in managing and being considered a super user on multiple technology platforms and will be responsible to monitor and manage treasury information in Cannon (AA&D CRM), BBIS (through Blackbaud Merchant Services) platform, the vet clinic portal, and the Luminate Online (online e-communication/e-commerce) database.

The Senior Treasury Lead works autonomously to provide advice and interpretation of established policies/procedures and can escape to the Finance Manager if there are any CRA regulation considerations. The position requires the analysis of varied and complex situations using application of judgement to them in order to safeguard donor funds and relationships. Given the complexity and volume of gifts received, this role is critical in supporting the Finance Manager to effectively manage the risk of non-compliance, minimizing the potential for loss of reputation and funding for the University.

AA&D’s annual processing of gifts (based on a three (3) year average) entails entering 16,000+ gifts approx. 11,000 donors. The three (3) year average value of these donations is $36+ million. Donations can vary from $2.00 to $20 million. The Senior Treasury Lead is responsible for oversight of these donations as well as generating precise records of several reports from various computer systems used on campus for University reporting, and Canada Revenue Agency (CRA) standards (including T3010 completion) for auditing. The Senior Treasury Lead also has a role in assisting the internal and external auditors and providing all the documentation requested for auditing. The incumbent works with AA&D Records Staff to ensure the personal information of the University’s donors and alumni are kept up to date while understanding the privacy needs and regulations of the University and our related Governments.

The Senior Treasury Lead must be service-oriented, with a strong focus on donor satisfaction and a client-oriented approach. In this role, the incumbent communicates and coaches staff in communicating in person, by phone, and via electronic and regular mail with donors (individuals and corporations), as well as with AA&D staff, Treasury and Central Accounting, and other employees throughout the University Campus.

Requirements

• Undergraduate degree, a CPA designation or working towards a CPA is preferred (equivalent work experience will be considered)
• At least 3-years experience in accounting or treasury operations in a non-profit/fundraising environment or experience with the CRA
• Experience in processing charitable donation receipts and knowledge of CRA guidelines, as well as working with a CRM database is considered an asset
• Excellent interpersonal, communication and relationship building skills, including past customer service experience is required
• Excellent information management skills, including understanding data logic to structure reports for data oversight is preferred
• Superior knowledge working in Word and Excel

Please include a cover letter along with your resume in your application.

Why choose the University of Guelph

• Comprehensive Extended Health Care Benefits: Immediate enrollment in extended health to cover yourself and your family
• Time off: Strong vacation allocation, floater days, and paid time off during the December closure to ensure that you are at your best
• Wellness: In addition to extensive wellness programming, the University offers a yearly flexible spending credit that can be allocated to any of the following: Health Spending, Wellness or Professional Development
• Learning & Development: Learning and development curriculum and other professional growth opportunities
• On-campus Activities: Discounts on food and apparel, fitness programming, access to networking events and team building opportunities
• Improve Life: Work that directly impacts a brighter future by turning knowledge into action

The university provides a flexible work arrangement. This position is required to be fulfilled both remotely and on-campus (Guelph Campus)

Employee Type: Regular

Position Number: 10561010

Classification: P&M FT- Band 03

Professional/Managerial Salary Bands

The target hiring salary for this position is minimum and up to 96% of midpoint for the salary grade.

*Tentative evaluation; subject to committee review.

At the University of Guelph, fostering a culture of inclusion is an institutional imperative. The University invites and encourages applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to further diversification of our Institution.

Posting Date: 12/17/2025

Closing Date: 01/07/2026