Meet Our Team

Bill Ruan is a seasoned FP&A and finance professional with over 10 years of experience. His career spans investment banking, private equity, and FP&A, providing him with a robust skill set in financial modeling, budgeting, financial operations, and ERP system integration.

Bill is an expert in 3-statement modeling, financial auditing, revenue modeling, ERP system setup, investor deck preparation, bookkeeping, regulatory compliance, financial audit work, and financial management. Bill leverages tools such as QuickBooks, NetSuite, Intacct, Oracle, HubSpot, Salesforce, Anaplan, Tableau, and Power BI in his practice. His experience includes the following:

• Enfusion: At this publicly traded SaaS company, Bill created and oversaw the long-range planning model, sales finance, and operations finance. He managed monthly board materials and quarterly investor presentations, playing a key role in Enfusion’s successful IPO in October 2021 (NYSE: ENFN)
• Lake Pacific Partners: As a Senior Associate at this private equity fund, Bill was responsible for deal sourcing, financial valuation, financial modeling, and managing due diligence processes. He contributed to several acquisitions, securing key investments for the fund
• The Kraft Heinz Company and Barclays: At Kraft Heinz, Bill supported FP&A and M&A activities, including budgeting, financial forecasting, and acquisition management. At Barclays, he developed skills in M&A investment banking, working on sell-side and buy-side transactions
• Early-Stage Software Startups: Bill has provided financial operations and FP&A guidance to various startups, such as Elemy, Noodoe, DeepMedia, Giggle Finance, and Perksy

Bill holds a B.A. from Wesleyan University and is currently completing an MBA at the Kellogg School of Management at Northwestern University.

For more information, you can reach Bill at bill.ruan@theceosrighthand.co.