Director, Finance and Treasury

Job no: 557000
Work type: Management (MPP)
Location: Cal Poly - Mustang Business Park (San Luis Obispo)
Categories: MPP, Administrative, At-Will, Finance/Accounting, Full Time, On-site (work in-person at business location)

Job Summary

Under the general direction of the AVP, the Director is responsible for managing CPF accounting systems and related implementations, quarterly and fiscal year-end financial reporting, reviewing and interpreting policies, communicating the impact of federal state and CSU legislative changes to accounting and reporting processes, and managing and mentoring a highly skilled team of finance and accounting staff that provides financial leadership to units across all functions of the University. Under the direction of the AVP, the Director also oversees the day-to-day activities for treasury/investment services and the financial affairs of the Cal Poly Foundation. This position provides day-to-day management of banking and investment relations, treasury, internal and external auditing, internal controls and accounting operations, risk management, tax compliance, purchasing, disbursement, general accounting and financial systems, financial reporting, and long-range planning.

As a primary point of contact for the Finance and Treasury staff, this role provides training, guidance, and compliance oversight related to CSU accounting procedures and financial reporting changes. The Director also coordinates responses to internal and external audit findings and supports financial decision-making by monitoring and analyzing financial data while advising the AVP as well as other executive leadership across campus.

Key Qualifications

• Serve as a strategic member of the Financial Services Leadership Team, providing financial expertise and executive-level perspective to advance shared goals; lead and contribute to the continuous development, cohesion, and high performance of the team.
• Direct and oversee the University's cash management operations and Maritime Service Compliance programs; establish policies and controls to ensure institutional liquidity, regulatory adherence, and financial integrity across all related activities.
• Provide comprehensive administrative and operational leadership of the Finance and Treasury department; independently develop, implement, and evaluate programs, policies, and procedures that strengthen departmental efficiency, compliance, and financial controls.
• Direct the development, preparation, and delivery of University and Foundation financial reporting across monthly, quarterly, and annual cycles; ensure reports meet governing board standards, regulatory requirements, and institutional strategic needs.

Education and Experience

• Bachelor's degree from an accredited institution in Finance, Accounting, or related field.
• Seven (7) years of progressively responsible experience, with a minimum of three (3) years of which have been in a management or leadership role overseeing professional staff in a complex financial environment.
• Additional qualifying experience may be substituted for the required education on a year-for-year basis.

Salary and Benefits

The anticipated hiring range for this role is $135,000 - $175,000. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

Advertised: May 07 2026 Pacific Daylight Time
Applications close:

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