Lessons From a 25-Year Treasury Career: How Transparency Turns Relationships Into Partnerships

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 backThe differences (and similarities) in treasury across retail, insurance, and healthcareHow to transition from contributor to decision-makerBuilding internal partnerships: why treasury is more than numbersWhy transparency is the foundation of long-term banking relationshipsThe role of systems and operations in future-proofing treasuryHow Daniel navigated leadership succession and team-building at HorizonThe growing importance of strategic thinking and systemic processesThoughts on AI, fraud prevention, and digital treasury transformationWhy every treasury pro should advocate for themselves — and how to do itYou can connect with Daniel Perez on LinkedIn.Other episodes mentioned:Keith Gaub - https://treasuryrecruitment.com/podcast/ep-389-from-banking-to-treasury-the-career-move-that-seemed-like-a-step-back-but-it-wasnt/Sandra Ramos Alves - https://treasuryrecruitment.com/podcast/ep-346-how-to-build-a-successful-treasury-team-with-sandra-ramos-alves/Frank Mellacio - https://treasuryrecruitment.com/podcast/ep-379-think-like-an-owner-is-the-best-career-advice-i-ever-got/---🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode!Subscribe on your favourite platform:CLICK HERE for 🎧Spotify PodcastsCLICK HERE for 🍏Apple Podcasts🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate.🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/