Lessons From a 25-Year Treasury Career: How Transparency Turns Relationships Into Partnerships
The Treasury Career Corner
Systems, AI and fraud prevention
Daniel advocates systemic processes, treasury management systems, and using AI as a tool while guarding against fraud.
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 themselves — and how to do it
You 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/
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