Episode
Lessons From a 25-Year Treasury Career: How Transparency Turns Relationships Into Partnerships
- Podcast
- The Treasury Career Corner
- Published
- Jan 20, 2026
- Duration seconds
- 2553
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Summary
What turns a good treasury professional into a great one? According to Daniel Perez , it’s not just technical skill - it’s transparency, trust, and never settling for the status quo. In this episode, he shares what he's learned over a 25-year journey through retail, insurance, and healthcare, revealing how to build a resilient career and a truly strategic treasury function. This week’s guest is Daniel Perez , Senior Director of Treasury at Horizon Blue Cross Blue Shield of New Jersey . With a treasury career spanning over two decades and three major industries - retail, insurance, and healthcare - Daniel offers an insider’s perspective on how to grow your treasury expertise, lead high-performing teams, and drive meaningful partnerships both inside and outside your organization. Whether you're early in your treasury career or preparing for a senior leadership role, this episode offers a roadmap for long-term success. Daniel shares hard-earned lessons on navigating industry changes, leading through transition, and transforming treasury into a strategic partner within the business. What We Cover in This Episode: Daniel’s unconventional entry into treasury - and why he never looked back The differences (and similarities) in treasury across retail, insurance, and healthcare How to transition from contributor to decision-maker Building internal partnerships: why treasury is more than numbers Why transparency is the foundation of long-term banking relationships The role of systems and operations in future-proofing treasury How Daniel navigated leadership succession and team-building at Horizon The growing importance of strategic thinking and systemic processes Thoughts on AI, fraud prevention, and digital treasury transformation Why every treasury pro should advocate for them…