How Do You Build a Treasury Function from Scratch in a Global Company?

How Do You Build a Treasury Function from Scratch in a Global Company?

49:42 Aug 26, 2025
About this episode
What does it take to launch a treasury function from the ground up - twice? In this episode, Anshul Patni shares how he built treasury operations at Instacart and Bakelite Synthetics, and offers practical, actionable lessons on leadership, technology, and global cash management for today’s treasury professionals.In this special revisited episode of the Treasury Career Corner Podcast I reconnect with Anshul Patni now the Vice President and Treasurer at Bakelite Synthetics, where he leads a global treasury, credit, and insurance team. With prior experience as Treasurer at Instacart and a long tenure in treasury consulting at Deloitte, Anshul brings a rare dual perspective from both corporate and advisory sides of treasury operations.What We Cover in This Episode:Anshul’s early interest in economics and risk managementKey career lessons from roles at Reval, Deloitte, and beyondThe shift from treasury consulting to corporate leadershipBuilding treasury teams and functions from the ground upDifferences between managing treasury in high-cash tech vs. PE-owned global companiesHow to evaluate and implement a Treasury Management System (TMS)Managing FX and interest rate risk in multinational operationsWhy technology selection must match business process, not brandStrategic treasury leadership during debt-heavy growth phasesCoaching team members and developing cross-functional expertiseYou can connect with Anshul Patni on LinkedIn. ---?? 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? Managing short-term cash and investments - Without the right technology is a huge risk for modern treasurers. ICD changes that!? Save $150 on CTP, FPAC & AFP Boston 2025 – Exclusive discounts for treasury professionals – thanks to our trusted partners.? Leadership Under Pressure – Practical tools and co
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