William Duffy, Cfa
About William Duffy, Cfa
William Duffy, CFA, is a finance professional currently serving as Sr. Manager of FP&A at AutoFi and as a Board Member at Kitty and Vibe. He has extensive experience in investment analysis, financial management, and team leadership, with a background that includes roles at Virtus Real Estate Capital, Juniper Square, and Pearl Street Equity.
Work at AutoFi
William Duffy serves as the Senior Manager of Financial Planning and Analysis (FP&A) at AutoFi since 2023. In this role, he utilizes his expertise in financial management to support the company's strategic objectives. His responsibilities include analyzing financial data, forecasting performance, and driving cost optimization initiatives. Duffy's experience in FP&A enables him to contribute effectively to AutoFi's financial health and operational efficiency.
Previous Experience at Virtus Real Estate Capital
Prior to his current role, William Duffy worked as an Acquisitions Analyst at Virtus Real Estate Capital from 2018 to 2019. During his tenure in Austin, TX, he focused on identifying investment opportunities and conducting market due diligence. This position provided him with foundational experience in real estate investments and enhanced his analytical skills.
Career at Juniper Square
William Duffy was employed at Juniper Square as the Manager of FP&A from 2019 to 2023. In this capacity, he managed financial planning and analysis functions, contributing to the company's financial strategy. His role involved overseeing budgeting processes and performance analysis, which helped in driving profitability improvements across the organization.
Education and Expertise
William Duffy earned his Bachelor of Business Administration (BBA) degree from the Texas McCombs School of Business, where he studied Corporate Finance with a minor in Accounting from 2012 to 2016. His academic background laid the groundwork for his expertise in finance, particularly in areas such as investment analysis, cost optimization, and team management within the finance sector.
Role at Pearl Street Equity
In 2023, William Duffy co-founded Pearl Street Equity, where he plays a significant role in driving the company's investment strategies. His experience in underwriting and asset management is instrumental in identifying prospective investment opportunities. Duffy's involvement in this venture reflects his commitment to advancing his career in the finance and investment sectors.