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About this episode
Technology is an increasingly important part of life as a treasury professional. But it’s crucial that we are using the right systems in the right ways.
On this episode of The Treasury Career Corner, guest Anshul Patni, Treasurer at Instacart, explains how you can prioritise technology that will work for you and get the best out of what you buy.
Plus, he discusses his route into the industry and finding a new role during COVID all while looking after a young family. Anshul also provides expert advice for those new to treasury.
Anshul’s first steps into finance came in India when he interned with Ernst & Young in 2007. He later moved on to Business Analyst and Financial Analyst roles at Triple Point Technology and Reval before entering treasury with Deloitte in 2012.
He remained with Deloitte in various management roles, such as Manager of Global Treasury Advisory Services and Director of Treasury, until 2020.
Anshul became Diebold Nixdorf’s Director of Treasury during the pandemic before returning to Deloitte as a Director in 2021.
Now, Anshul holds the role of Treasurer at Instacart.
Anshul Patni is a treasury leader focused on advising treasury and information technology executives on treasury and risk management, information security and banking technology. He has expertise in cash and liquidity management, treasury accounting, supporting treasury technology, program management and treasury payments.
On the podcast we discussed…
- Why treasury pros should be flexible and versatile
- Reviewing your technology needs
- Anshul’s journey into treasury
- Getting the most out of your systems
- The importance of risk management
- What Anshul looks for in new hires
You can connect with Anshul Patni on LinkedIn.
Are you interested in pursuing a career within Treasury?
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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.
