How to Make Career Shifts and Role Changes in Treasury with Jim Portalatin

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Featuring

Mike Richards

CEO, The Treasury Recruitment Company

About this episode

There’s no shortage of different roles and experiences available in a treasury career. Each new role can offer something entirely different from the last.

In this episode of The Treasury Career Corner, we speak with Jim Portalatin, the Vice President of Global Treasury and Foreign Exchange at Methode Electronics.

Jim has had a varied treasury career and experienced multiple treasury roles, consistently working his way into senior positions over the past few years. He talks about his experiences, what he’s learned along the way, and what he thinks is most important for a treasury career.

Prior to joining Methode, Jim held numerous treasury roles within highly regarded multinational firms, including Hill-Rom, Corning Incorporated, and Hospira.

Methode Electronics, Inc. is a global developer of custom-engineered applications located in Chicago, IL. Founded in 1946, Methode was a single-product manufacturer and has since expanded its business into industrial design, distribution, and professional services.

At Methode, they utilize technical capabilities to develop custom-engineered application-specific products and solutions for a variety of markets and customers. This includes automotive, big data, white goods, aerospace, consumer electronics, and healthcare industries.

On the podcast, we discussed…

  • Jim’s background and how he moved from banking to treasury
  • How Jim switched careers and roles to try new things
  • How bigger and small companies approach treasury differently
  • The best ways to approach a new treasury role
  • Why technology needs to be easy to implement in small teams
  • Why learning and networking are the most important things treasurers can do

You can connect with Jim on LinkedIn.

Are you interested in pursuing a career within Treasury?

Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move!

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🎧 Earn CTP & FPAC Credits by Listening to the Podcast

Whether you’re at the gym, on your commute, or walking the dog – you can now make your podcast time count toward your professional development.

We’re thrilled to share that Treasury Career Corner podcast episodes now qualify for CTP and FPAC recertification credits through the AFP’s Independent Study category.

How It Works:

  • Listen to a Treasury Career Corner podcast episode
  • Complete the short multiple-choice quiz
  • Score 80%+ to pass
  • Submit your credits to AFP as part of your recertification record

➡️ Credits earned per episode length:

  • 30 mins = 0.6 credits
  • 45 mins = 0.9 credits
  • 60 mins = 1.2 credits

No filler. Just real treasury conversations covering leadership, strategy, risk, technology, and team building.

🧠 Quick Facts:

  • 📝 Quizzes contain 6–10 multiple-choice questions
  • 🎯 You need 80%+ to pass
  • ✍️ Quiz submissions are reviewed manually
  • 📋 We must then VERIFY you are a CTP treasury professional to help prevent automated or non-genuine submissions
  • ✅ Once verified, we mark your quiz and send CTP credit confirmations every Friday
  • 📨 If you need results sooner? Then email mike@treasuryrecruitment.com and we’ll try to prioritise the marking of your latest quiz

NOTE: In line with AFP compliance requirements, no more than two quizzes may be completed per day.