Content Writing, Financial Services, Capital Markets, Investor Relations
Experience
Kelly Bailey is a financial writer and content strategist with over 15 years of experience. Kelly has written extensively on diverse topics within the financial services, fintech and capital markets sectors. Her background includes marketing and communications roles at BNY Mellon, stock exchange company BATS Global Markets (now CBOE Global Markets), and as a corporate investor relations officer for a legal tech company. Most recently, she worked as a freelance writer for fintech companies specializing in alternative investments.
Originally from Overland Park, Kansas, Kelly has lived and worked in London and New York City. She holds a master’s degree in Marketing Communications and a bachelor’s degree in Journalism from the University of Kansas.
Outside of work
Kelly enjoys spending time with her Australian cattle dog exploring the nature trails and parks around her home outside of Kansas City. She also loves reading, movies, and cooking, and is fascinated by psychology.
How finance business partnering benefits organizations and helps corporate finance professionals expand their roles
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Integrated Business Planning (IBP) in FP&A
Integrated Business Planning (IBP) enhances financial planning, forecasting, decision-making, and strategic alignment between finance and other business functions
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AI for Excel Formulas
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Pink Sheets: The OTC Market
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Extended Planning and Analysis (xP&A)
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Asset Management vs. Wealth Management: What's the Difference?
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Asset Management vs. Investment Banking: Which Career Path is Right for You?
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Highlighting Duplicates in Excel
A step-by-step guide to highlighting duplicate entries in Excel
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FP&A at the Forefront (Part 2)
Part 2 of our two-part series focuses on developing the advanced skills necessary for FP&A teams to fulfill their expanded strategic advisory roles
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FP&A at the Forefront (Part 1)
Part 1 of a two-part series exploring the evolving world of FP&A from key drivers reshaping FP&A's role and the advanced skills required to adapt...
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2024 and Beyond: Future of L&D
How Generative AI can redefine banking and finance training and skills development
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Harnessing the Potential of AI in Financial Services
Financial services are primed for an AI productivity boom but require guardrails and training to minimize risks and protect customers.
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Measuring the ROI of Your Learning and Development Program
Demonstrate value through strategic alignment between learning and business goals
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How Leaders Can Foster Psychological Safety on Teams
The role of psychological safety in workplace learning and development
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Selecting the Best Online Training Platform for Your Finance Team
Seven critical factors to evaluate the best online learning solution for corporate finance
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