Bailey Wagner Email & Phone Number

Chicago, IL, US

Chicago, IL, US

Chicago, IL, US

• Curated strategic presentations on behalf of the Chairman & CEO to the Board of Directors (quarterly) and strategic partners (ad-hoc basis)
• Managed digital repository of 800+ documents (forecasts, earnings materials, headcount reports, high potential talent lists, customer wins, market share, etc.); monitored evolving materials and partnered with data.
• Developed aviation analysis of Chairman & CEO’s personal use of corporate aircraft; led review committee of tax, treasury and legal experts to validate compliance with IRS & SEC requirements
• Designed DEI action plan for marketing, communications & foundation organization (~300 employees); partnered with Chief Diversity Officer to determine enterprise-wide best practices & report quarterly progress

Chicago, IL, US

• Created the $2.5B bi-quarterly international (APAC, EMEA, LATAM) forecast package for the current and next year outlook by quarter; analyzed changes and summarized key drivers for presentation to the CEO and CFO
• Developed, automated and implemented calculations to measure the weighted impact of individual factors, such as freight cost reductions or delayed project implementation, on ~$1B forecasted margin
• Designed international database for collecting 1600+ contribution margin details by opportunity, technology and quarter; partnered with IT to automate data flows and gross margin calculations

Chicago, IL, US

• Produced $1.5B bi-quarterly forecast presentation for CEO and CFO that summarized orders, sales, and gross margin outlook for Europe, Middle East & Africa business segments
• Assessed inputs from supply chain, sales operations, pre-sales finance and project management teams to develop and execute gross margin calculations (~$600M) for each bi-quarterly forecast presentation
• Constructed a new process for reviewing and testing quarterly $3.5B EMEA backlog submissions, increasing accuracy and visibility of reporting while reducing the manual consolidation process by 3 hours/quarter
• Calculated and reported impact of foreign exchange rates on the EMEA outlook on a monthly basis

Chicago, IL, US

• Maintained daily updates to the Chairman & CEO data repository including financial, people, strategy, leadership, aviation and contact information
• Served as content lead for Financial Analyst Meeting, managing materials and edits for eight executives
• Drafted Chairman’s Update presentation to the Board of Directors to be reviewed with the Chief of Staff to the CEO on a quarterly basis; coordinated content from other speakers presenting to the Board of Directors
• Engaged with global marketing and communications to create branding and statements for strategic sessions

Chicago, IL, US

• Prepared capital plan scenarios, conducted stress testing, and assessed efficiency of each scenario
• Developed and managed content for credit rating agency presentations together with the corporate treasurer
• Partnered with outsourced investment manager and third party actuary to minimize pension risk, manage the pension deficit, and communicate market trends or new strategies to the pension committee
• Established quarterly corporate treasury reporting package to create visibility of department activity leadership team

Chicago, IL, US

• Lead global teams of 2-4 staff auditors on strategic, financial, compliance, and operational engagements based on the Enterprise Risk Management (ERM) methodology
• Developed engagement schematics, scopes, timelines, and testing procedures to address audit objectives
• Coached and supervised staff auditors to ensure quality execution of the audit engagement
• Summarized key objectives and findings of engagements in presentations and audit reports for senior management
• Adapted to global travel assignments and collaborated with local teams to understand regional processes
• Partnered with the Office of Ethics & Compliance and participated in special fraud related investigations

Chicago, IL, US

• Assessed organization-wide strategic, financial, compliance and operational risks during 8-week internal engagements sponsored by senior leadership
• Evaluated controls, processes and programs for break-downs and limitations, and developed consultative solutions and recommendations
• Articulated project results and conclusions to Chief Audit Executive and senior management

Chicago, IL, US

• Benchmarked cash flows of MSI to 16 competitors using over 800 figures from SEC filings and launched automation for future benchmarking
• Investigated and updated the status of 10,360 IT fixed assets and used new revisions to calculate depreciation expense for current assets
• Developed and orchestrated 16 networking sessions with various MSI finance roles for the Summer 2012 Finance Intern Class

Chicago, IL, US

• Motorola Solutions Inc., Schaumburg, IL Finance/HR Intern, May 2011-August 2011
• Optimized travel expense analysis through report design and automation using Microsoft Excel
• Governed financial approvals on purchase orders and reorganized 252 department budget owners
• Mapped head count decision-making processes, streamlining approvals and saving 16-20 hours a month
• Developed online-resource center for high potential individuals in sustainable format for continuing projects

Chicago, IL, US

• Assisted language instructors with preparation and execution of immersion classes with a focus on French and Spanish
• Prepared invoices for family balances, scheduled classes, and updated family profiles

Finance, International Business, French, Math

Study Abroad, Paris, International Finance

Education record