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

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 management
• Key career lessons from roles at Reval, Deloitte, and beyond
• The shift from treasury consulting to corporate leadership
• Building treasury teams and functions from the ground up
• Differences between managing treasury in high-cash tech vs. PE-owned global companies
• How to evaluate and implement a Treasury Management System (TMS)
• Managing FX and interest rate risk in multinational operations
• Why technology selection must match business process, not brand
• Strategic treasury leadership during debt-heavy growth phases
• Coaching team members and developing cross-functional expertise

You can connect with Anshul Patni on LinkedIn.

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