Bill Ruan brings exceptional financial modeling and forecasting capabilities to our Fractional CFO team. As is a seasoned FP&A and finance professional with 10 years of experience in the field. As an FP&A leader at Enfusion, a global SaaS company for asset management, he was responsible for creating and overseeing the company’s long-range planning model, sales finance, and operations finance. He managed monthly board materials and quarterly investor presentations and played a key role in Enfusion’s successful IPO in October 2021 (NYSE: ENFN).

Before Enfusion, Bill was a Senior Associate at Lake Pacific Partners, a private equity fund specializing in food and beverage, consumer products, and logistics. He was responsible for deal sourcing, financial valuation, and managing due diligence processes. He worked on several control acquisitions, providing vital FP&A support to portfolio companies, and contributing to the fund’s success in securing key investments.

Throughout his career, Bill has also provided financial operations and FP&A guidance to various early-stage software startups. His expertise includes financial modeling, budgeting, and ERP system integration. Bill leverages NetSuite, Intacct, Oracle, Salesforce, and Power BI in his services practice. He has supported startups in investor preparation, regulatory compliance, and financial management.

Bill’s earlier roles include positions at The Kraft Heinz Company and Barclays Investment Bank. At Kraft Heinz, he supported FP&A and M&A activities, involving budgeting, financial forecasting, and acquisition management. At Barclays, he developed his skills in M&A investment banking, working on sell-side and buy-side transactions.

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