Vice President of Treasury

Job Title: VP of Treasury  

Employment Type: Full-Time 

Reports to: Chief Financial Officer  

FLSA Status: Exempt 

Position Type: In-Person 

Who We Are 

SurgeU is a mission-driven parent company overseeing a family of brands, including Life Surge, focused on faith-based business education and empowerment. Life Surge/SurgeU is one of the fastest-growing organizations in the country, producing 30+ annual events and providing financial education to thousands around the nation.  We exists to inspire, train, and equip people to build their personal impact in ways that glorify God.   

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate each other, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company! 

Opportunity 

The Vice President of Treasury is a senior finance leader responsible for the enterprise-wide treasury strategy, overseeing capital structure, liquidity management, credit risk, debt programs, merchant processing, and treasury operations across all brands. This role provides executive-level leadership over consumer and business credit portfolios, capital raise initiatives, banking and processing relationships, and treasury controls. 

The VP of Treasury partners closely with the CFO, FP&A, Accounting, Legal, Compliance, Strategy, and Executive Leadership to ensure the organization’s financial strength, scalability, and risk posture align with rapid growth objectives. This role leads, mentors, and scales the treasury function while implementing best-in-class processes, controls, and analytics. 

Responsibilities:  

Treasury Strategy & Leadership 

• Own and execute the company’s treasury and capital strategy, ensuring optimal liquidity, funding, and risk management. 

• Build, lead, and develop a high-performing treasury team, including Treasury Managers and Analysts. 

• Establish and enforce enterprise-wide treasury policies, controls, and governance frameworks. 

• Serve as the primary stakeholder for treasury-related matters with senior leadership  

Consumer & Business Credit Oversight (Direct Credit) 

• Provide executive oversight of consumer and business credit portfolios, including loan origination, performance, and lifecycle management. 

• Review and guide reporting on portfolio KPIs such as loan growth, delinquency, charge-offs, repayments, and revenue performance. 

• Set and approve credit policies, underwriting standards, and risk tolerance thresholds. 

• Oversee credit modeling, customer segmentation, and risk-adjusted pricing strategies. 

• Ensure strong internal controls, access governance, and regulatory compliance across credit systems and platforms. 

Capital Markets & Funding Strategy 

• Lead capital raise initiatives including debt facilities, warehouse lines, securitizations, and equity transactions. 

• Oversee preparation of investor materials, financial models, and due diligence packages. 

• Partner with FP&A and Strategy teams to align funding strategies with growth forecasts and portfolio risk. 

• Manage relationships with lenders, investors, banks, and financial partners. 

Merchant Processing & Indirect Credit 

• Provide executive oversight of merchant processing relationships and indirect credit exposure. 

• Approve onboarding, underwriting frameworks, and capacity planning for merchant processors. 

• Monitor enterprise-wide exposure to chargebacks, reserves, settlement risk, and PCI compliance. 

• Partner with Operations, Compliance, and Legal to continuously refine risk controls and policies. 

• Review and guide revenue reconciliation and processor performance reporting. 

Operational Excellence & Compliance 

• Ensure compliance with company policies, financial regulations, and applicable credit and lending laws. 

• Oversee the creation and maintenance of treasury SOPs, documentation, and audit readiness. 

• Drive automation, reporting enhancements, and analytics capabilities (Excel, BI tools, SQL, Tableau, etc.). 

• Serve as an executive escalation point for treasury-related risks, disputes, or compliance issues. 

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (MBA or CFA preferred). 

• 8–12+ years of progressive experience in treasury, credit, capital markets, or financial risk management. 

• Demonstrated leadership experience managing and scaling teams (5+ years preferred). 

• Deep expertise in: 

• Credit risk management and underwriting 

• Capital structuring and funding strategies 

• Treasury operations and controls 

• Merchant processing and indirect credit risk 

• Advanced financial modeling, reporting, and data analytics skills. 

• Strong executive presence with the ability to influence senior leadership and external partners. 

• High integrity, sound judgment, and alignment with faith-based organizational values. 

Job Benefits:  

• Health, Dental, Vision, Life, Holiday, and Paid Time Off.  

• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.  

• High-level performers, disciplined, and self-motivated people will do very well in this environment. 

Life Surge/SurgeU is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.