Bill J.

Background

About Bill J.

Finance professional with subject matter expertise in risk management, investment analysis, portfolio management, accounting, business operations and vendor selection. Excellent analytical modeling skills for risk analysis, investment, cash forecasting, credit, routine reports and ad hoc projects. Portfolio management experience includes review of multiple asset classes including domestic and international equity, real estate, high yield, fixed income, and short term liquidity including Treasuries. Reviewed quarterly performance reports to ensure accuracy of data needed to meet fiduciary requirements. Experienced evaluating and monitoring Momentum, Absolute Return and Long/Short funds. Recent experience in developing defined contribution retirement programs for a not for profit. Risk management experience includes partnering with brokers, purchasing global lines, supervising negotiated resolutions, and third party recoveries. Experience collaborating with various department managers to identify key risks and deliver specific strategies to mitigate exposures for global risk management programs. Experience includes P&C, Financial, International and other special lines. Understanding of captives, self-insured retentions and tail length for financial policies. Thorough understanding of economics, capital markets, investment risks, financial statements, and fair value accounting. Experienced at forecasting, budget process, variance analysis, accounting closes, intercompany transfers, internal audits, compliance, creating and responding to Request for Proposals (RFPs), vendor selection, due diligence and support of Merger and Acquisition (M&A) activities. Well-developed interpersonal and presentation skills. Able to identify challenges and opportunities and provide effective solutions. Experienced in recruiting, developing and encouraging teams. Chartered Financial Analyst (CFA) Certified Treasury Professional (CTP) Certified Financial Manager (CFM) Certified Management Accountant (CMA) Professional Scrum Master (PSM) Software: Excel, Word, PowerPoint, Access, Slack; Coursework in C++, Oracle DBA, SQL, Python, MATLAB, and Agile.