Bernadette Wagner

Strategic Senior Director recognized for driving productivity and achieving efficient task completion. Expertise in operational strategy and financial management. Proven ability in communication, problem-solving, and adaptability, facilitating seamless project execution and enhancing team collaboration.

• Financial & Data Analysis
• Strategic Planning
• Budgets and Financial Forecasts
• Process Automation
• Cost Accounting
• Business Collaboration
• Advanced Analytics
• Inventory Management
• Relationship Development
• Standard Costing
• P&L Analysis
• Cash Flow Projection

• Exactech, Gainesville, FL, Sr Director FP&A/Operations & Business Development, 03/01/23, 11/01/25, Support the annual planning and reforecasting cycles, Develop financial models to support strategic planning and investments, Provide insights and recommendations to leadership team and executives, Partner with business leaders to align financial goals and drive accountability, Build dashboards and KPI’s to measure performance, Drive process improvement across FP&A, Oversee close activities and ensure high accuracy and compliance with all Finance policies, Develop and maintain monthly & quarterly packages to support the review of financial results (P&L, Balance Sheet, and FCF) including review of variances with both Finance and Non-Finance Executive team within prescribed deadlines, Standardized Business Case Template to consistently capture and report financial metrics associated with new product development, Established and lead the annual standard cost roll and global transfer price setting process, Constructed tools to model forecast expectations for cost (standard cost, E&O, etc.) and provide global performance variance analysis, Responsible for delivery of accurate valuations of $300M of global inventory and fixed assets., Authored and implemented inventory control processes across the organization for improved, Financial lead for the S&OP/IBP process, Support financial requirements to ensure compliance through bankruptcy proceedings, Establish OBS for Inventory and Instruments including incorporating E&O reserves and FMV
• Regal Rexnord, Fort Wayne, IN, Director of FP&A, 05/01/22, 03/01/23, Oversee completion and consolidation of strategic plan, annual budget, and monthly forecasts including analyzing, reconciling, and reporting on variances, Establish and communicate timelines for all finance deliverables based on Executive team expectations., Direct global finance leaders on financial model assumptions; inflation/deflation, FX, and price impacts in future periods, Collaborating with Executive Management to identify financial risks and opportunities associated with financial commitments, Partner with the Controller and CFO to ensure all financial decisions and reporting are compliant with GAAP and raise questions/alerts if there are concerns, Own the development and consolidation of all financial presentations for monthly CFO/CEO actual and future performance report out, annual budget review, annual strategic plan, and quarterly investor review
• Zimmer Biomet, Warsaw, IN, Director of Finance – Global Recon, Upper Extremities & Robotics, Technology and Data, 06/01/21, 05/01/22, Associate Director of Finance – Global Recon & Technology and Data, 06/01/20, 06/01/21, Promoted consecutively from Associate Director to Director. Finance lead to three of the largest growth driving business units. Supporting three Organization Presidents and their direct leadership teams., Establish strategic plan, annual budget, and quarterly forecasts for @$3B Annual global business and provide detailed report out to stakeholders, Coordinate timelines and requirements for deliverables, Oversee close activities and ensure high accuracy and compliance with all Finance policies., Develop monthly/quarterly review packages to support the monthly review of all financial results (P&L, Balance Sheet, and FCF) including review of variances with both Finance and Business unit senior leadership, Summarize financial results and insights in preparation for earnings call, Lead discussions with Commercial team to determine weekly sales estimate based on market expectations to signal senior leadership on short term expectations, Finance lead on cross-functional product rationalization team resulting in implementation of strategy expected to result in a 50% SKU reduction with minimal impact to top line revenue., Key Collaborator in the successful implementation and adoption of IBP, Collaborate with Senior Leadership to develop monthly KPI reporting mechanisms., Responsible for final Finance approval of all new product business case proposals including both internally developed products and acquisitions, Lead and develop Finance organization. Direct reporting relationship to a team of ten with varying titles and backgrounds
• Zimmer Biomet, Warsaw, IN, Finance Manager – Global Hips, 01/01/19, 06/01/20, Finance Manager – U.S. Commercial, 09/01/17, 01/01/19, Senior Financial Analyst – Latin America, 01/01/16, 09/01/17, Pricing Senior Analyst – U.S. Trauma, 04/01/14, 01/01/16, Pricing Analyst – U.S. Surgical & U.S. Trauma, 09/01/12, 04/01/14, Conduct regular interviews with the leadership team to build the annual operating plan and quarterly forecasts, Responsible for Hyperion uploads associated budget and projection including P&L, BS, and FCF, Built KPI reporting mechanisms used in facilitating walk through of current budget and YOY variances., Responsible for all financial close activities including Journal Entries, Close Bridges, and completion of Executive month end reporting package, Review of expenses and deviations from Operating Plan, Completed Margin Analysis to determine key drivers in monthly fluctuations in results vs expectations., Finance Partner to all functions supporting the Hip business including Upstream Marketing, Down Stream Marketing, Development, Clinical, and Regulatory, Finance lead for review of all internally development new products including pushing on margin assumptions and evaluation of NPV/IRR to ensure the inclusion of all material drivers