Treasury Professionals Must Secure a Seat at the Table to Drive Financial Strategy with Josline Ma

22/04/2025 30 min Episodio 10
Treasury Professionals Must Secure a Seat at the Table to Drive Financial Strategy with Josline Ma

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Episode Synopsis

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT——————————————————In this episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Josline Ma, Senior Treasury Manager of Capital Markets at Bill. With over 14 years of experience and a passion for cross functional collaboration, Josline shares her career journey, her views on the evolving identity of Treasury, and actionable advice for empowering young professionals. From promoting treasury awareness in early careers to bold professional wishes including better public speaking, Josline opens up about the behind the scenes challenges of the role and how networking, ownership, and curiosity have fueled her growth.Josline Ma is a seasoned Treasury leader with deep experience in capital markets. Her background includes rotational finance training at a leading Bay Area software company, and she has led Treasury functions at Bill for over four years. Known for her strategic mindset and collaborative leadership, Josline is passionate about mentorship, networking, and helping others thrive in Treasury.Expect to Learn:How rotational and internship programs can boost Treasury awarenessThe biggest limitations Treasury managers face in their scope and titleThree bold wishes for the future of the professionWhy public speaking is a must-have skill in financeHow hobbies and networking enhance professional impactWhat makes Treasury exciting—and why it’s worth building your career hereIn Today’s Episode:[00:00] - Introduction to Josline Ma[01:25] - Josline’s Treasury background and career journey[02:30] - How to attract young professionals into Treasury[03:29] - Internship programs and internal Treasury education[05:52] - Least favorite part of working in Treasury[08:00] - Being limited by job title vs knowledge[09:28] - Building training opportunities for junior Treasury talent[12:54] - Josline’s 3 wishes for Treasury: A seat at the table, growth access, and soft skills[19:14] - The importance of hobbies like gardening and winemaking[21:45] - Power of networking in and outside the company[26:54] - Why Josline loves Treasury and finds it excitingFollow Guest Josline Ma on:LinkedIn: https://www.linkedin.com/in/josma/Company Website:...

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