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:

1. Daniel’s unconventional entry into treasury - and why he never looked back
2. The differences (and similarities) in treasury across retail, insurance, and healthcare
3. How to transition from contributor to decision-maker
4. Building internal partnerships: why treasury is more than numbers
5. Why transparency is the foundation of long-term banking relationships
6. The role of systems and operations in future-proofing treasury
7. How Daniel navigated leadership succession and team-building at Horizon
8. The growing importance of strategic thinking and systemic processes
9. Thoughts on AI, fraud prevention, and digital treasury transformation
10. Why every treasury pro should advocate for themselves — and how to do it

You can connect with Daniel Perez on LinkedIn.

Other episodes mentioned:

1. Keith Gaub - https://treasuryrecruitment.com/podcast/ep-389-from-banking-to-treasury-the-career-move-that-seemed-like-a-step-back-but-it-wasnt/
2. Sandra Ramos Alves - https://treasuryrecruitment.com/podcast/ep-346-how-to-build-a-successful-treasury-team-with-sandra-ramos-alves/
3. Frank Mellacio - https://treasuryrecruitment.com/podcast/ep-379-think-like-an-owner-is-the-best-career-advice-i-ever-got/

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