William Ruiz
About William Ruiz
William Ruiz serves as the Director of FP&A at UPshow, where he has worked since 2023. He has extensive experience in investment banking and finance, having held various positions at William Blair and Citi over several years.
Current Role at UPshow
William Ruiz serves as the Director of Financial Planning and Analysis (FP&A) at UPshow since 2023. In this position, he is responsible for overseeing financial strategies and ensuring effective financial management within the organization. His role involves analyzing financial data, forecasting future financial performance, and providing insights to support decision-making. UPshow operates in a hybrid work environment based in Chicago, Illinois.
Previous Experience at William Blair
William Ruiz has extensive experience at William Blair, where he held multiple roles in Investment Banking. He began as an Analyst from 2016 to 2019, followed by positions as Associate from 2019 to 2021, and later as Vice President from 2021 to 2023. During his tenure, he contributed to various investment banking projects and developed expertise in financial analysis and client management.
Experience at Citi
William Ruiz worked at Citi in various capacities. He served as a Senior Credit & Portfolio Analyst for three months in 2016 in the Buffalo/Niagara, New York Area. He also held the position of Credit & Portfolio Analyst from 2014 to 2016, where he focused on credit analysis and portfolio management. His experience at Citi enhanced his analytical skills and understanding of credit risk.
Early Career at First American Equipment Finance
William Ruiz began his career at First American Equipment Finance, where he worked as a Credit Analyst for five months in 2014. He also served as an Information Technology Intern at the same company for an additional five months in 2014. These roles provided him with foundational knowledge in credit assessment and financial analysis.
Education at University of Rochester
William Ruiz earned a Bachelor of Arts (BA) in Business from the University of Rochester, completing his studies from 2010 to 2014. His education equipped him with essential business knowledge and analytical skills that have been instrumental in his professional development.