Bill J.

Bill J. Email and Phone Number

Finance Professional | Investments | Risk Management |Controller | Compliance @ Hospice Giving Foundation
monterey, california, united states
Bill J.'s Location
San Francisco Bay Area, United States
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

Bill J.'s Current Company Details
Hospice Giving Foundation

Hospice Giving Foundation

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Finance Professional | Investments | Risk Management |Controller | Compliance
monterey, california, united states
Employees:
6
Bill J. Work Experience Details
  • Hospice Giving Foundation
    Investment Advisor
    Hospice Giving Foundation 2017 - Present
    Monterey Ca
    Hospice Giving Foundation awards grants to strengthen local community's ability to provide compassionate hospice care.Evaluated investment managers performance versus benchmarks for a foundation with multiple portfolios. Identified risks to portfolios and offered solutions to mitigate or eliminate exposures. Assured adherence to investment policy guidelines and monitor progress with investment objectives.Reviewed 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. Created financial models and analyzed managers using risk and return data over short and long term periods, including the analysis of fees, beta, Sharpe, Sortino, and correlations with other assets. Reviewed manager returns versus benchmarks, adherence to portfolio strategies, and tactical tilts executed within their perspective styles or sectors. Reviewed selection of portfolio managers to ensure the presence of persistent sources of Alpha rather than buying Beta.
  • University Of California, Santa Cruz
    Guest Lecturer | Advisor | Mentor
    University Of California, Santa Cruz 2015 - Present
    Guest Lecture - Advance Topics in Management and FinanceDetailed analysis of specialized topics in management including consumer behavior, entrepreneurship, and risk management approaches to business strategy.Advisor - Student Investment FundSlugs Fund Investment Group, founded in 2016, the SFIG aims to train its members through research in the securities market.Mentor - CFA Equity Research ChallengeProvide guidance, direction, suggestions, and feedback to student teams creating independent equity research to selected companies. Research includes contact with investor relations officers and review of publicly available information including SEC reports, ESG performance and data aggregators such as Bloomberg, Eikon and FactSet. Mentor teams in producing detailed research paper, practicing oral PowerPoint presentations and fielding questions from a panel of investment professionals.The CFA Equity Research Challenge is an annual competition that provides university students with hands on mentoring and training in financial analysis. Students research and analyze a publicly traded company. Each team writes an equity research report with a buy, sell, or hold recommendation and presents their analysis to a panel of industry professionals. Teams are judged on their presentation and understanding of the firm's Business Description, Industry Overview, Competitive Positioning, Investment Summary, Valuation, Financial Analysis, Investment Risks, as well as Environment, Social and Corporate Governance issues.2016 CFA Investment Research Challenge - Visa2017 CFA Investment Research Challenge - Hewlett Packard Enterprise2018 CFA Investment Research Challenge - Salesforce.com2019 CFA Investment Research Challenge - Gap2020 CFA Investment Research Challenge - Electronic Arts2021 CFA Investment Research Challenge - First Republic Bank2022 CFA Investment Research Challenge - PayPal2023 CFA Investment Research Challenge - Advanced Micro Devices

Bill J. Education Details

Frequently Asked Questions about Bill J.

What company does Bill J. work for?

Bill J. works for Hospice Giving Foundation

What is Bill J.'s role at the current company?

Bill J.'s current role is Finance Professional | Investments | Risk Management |Controller | Compliance.

What schools did Bill J. attend?

Bill J. attended Webster University, Indiana University Of Pennsylvania.

Who are Bill J.'s colleagues?

Bill J.'s colleagues are Jennifer Balducci, Mary Gunn, Erandi Escareño, Erik Lua.

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