Anita P. Moulton
CFO Partner
Financial professional with strong business acumen and diverse expertise in financial management, global accounting and process improvement. Former Big Four financial systems consultant focused on deriving value from ERP systems investment. Experience with privately held organizations ranging from $1M to $115B in revenue.
Anita P. Moulton
CFO Partner
Financial professional with strong business acumen and diverse expertise in financial management, global accounting and process improvement. Former Big Four financial systems consultant focused on deriving value from ERP systems investment. Experience with privately held organizations ranging from $1M to $115B in revenue.
Finance and IT leader who drives value creation to achieve long-term financial viability.
Financial professional with strong business acumen and diverse expertise in financial management, global accounting and process improvement. Former Big Four financial systems consultant focused on deriving value from ERP systems investment. Experience with privately held organizations ranging from $1M to $115B in revenue. Industries include food products, manufacturing, medical device, health care, professional services, distribution and retail.
Skilled in developing business relationships and partnering to execute highly complex process, data and technology solutions to mitigate risk and create value for the business. Links business strategy to financial plans, measures progress and aligns current actions with tomorrow’s goals. Leverages strong systems thinking skills to problem solve, simplify the most complex situations and deliver clear solutions. Viewed as a catalyst for positive change. Successfully navigates large complex matrixed organizations.
Help business succeed.
- Educate businesses about the importance of strategic planning including conducting strategic planning sessions across the organization, establishing goals, monitoring progress, changing course as needed.
- Design and apply technology solutions to improve financial processes and allow the business to redirect valuable resources to focus on business growth or diversification.
- Execute due diligence and transition management services for divestitures or acquisitions.
- Assess existing financial systems, determine gaps, develop a plan, evaluate software vendors, prepare detailed implementation plans and establish new processes.
- Establish financial reporting metrics to support easy identification of concerns for the business.
- Bring the right client resources together to solve financial or IT related challenges and move the organization forward.
Professional Designations and Licenses
- Certified Public Accountant (inactive)
Professional Affiliations
- Financial Executives International (FEI) Twin Cities Chapter (one of the 5 largest chapters of FEI in the country)
- Board President, 2018 – 2021
- Board Director, 2015 – current
Professional Development
- Bose Corporation
- Bose Leadership for Higher Performance Program – eighteen month senior manager development program working on a team with colleagues around the world to identify approaches to address Bose challenges
- General Electric
https://www.linkedin.com/pulse/general-electric-financial-management-program-sylvain-deotte/
Awards
- Bose Corporation
- ElectroForce Team Player of the Year – Honorable Mention, 2013, 2014
- Vice President’s Award – SAP Implementation, 2011
Education
- Moravian University, Bethlehem, PA
BA, Accounting, Minor: Computer Science
FINANCIAL MANAGEMENT | ERP SYSTEM IMPLEMENTATION | PROCESS IMPROVEMENT
Strategic Planning
Financial Planning & Analysis
Budgeting & Forecasting
Management Reporting
M&A:Due Diligence
M&A:Transition Management
Project Management
Financial Systems Design
GAAP/Financial Reporting
Intercompany Accounting
Product Cost Accounting
practical Experience, Impactful solutions
Drive Business Growth
Industry/engineer-to-order material testing instruments
For a recently acquired high tech instrument manufacturer, developed effective business and financial processes for distribution of products and services through international subsidiaries which boosted growth of international sales from 20% of total revenue to 55%
Derive Value from ERP Systems Investment
Industry/engineer-to-order material testing instruments
For a recently acquired high tech instrument manufacturer, led the implementation of SAP for a newly acquired business to provide consistent global systems and business processes to replace outdated inconsistent multiple versions of the truth.
Link Strategy to Financial Plans and Measure Progress/Strong Business Acumen
Industry/engineer-to-order material testing instruments
For a recently acquired high tech instrument manufacturer, assessed the need for a tool to link the business strategy to the financial plan and influenced the acquiring business to adopt the Balanced Scorecard methodology to produce an innovative strategy map and framework to measure progress, identify areas of underperformance and take corrective action. Demonstrated strong business acumen in working with the management team including Engineering, Manufacturing, Sales, and Marketing.
Simplify Complex Situations/ Global Accounting
Industry – agriculture/food production
For a large privately held multinational organization, led a transfer pricing review to understand and document global intercompany trade flows and current transfer pricing policy. Reviewed legal agreements, intercompany processes and documentation to the level to satisfy audit requirements. Prepared training materials and conducted training.
Credit
Industry/engineer-to-order material testing instruments
For a recently acquired high tech instrument manufacturer, developed Credit Policy tailored to B2B capital equipment distribution reducing complexity of the Sales, Credit Approval, Collections , and Revenue Recognition processes.
M&A
Industry/engineer-to-order material testing instruments
For a high tech instrument manufacturer, led Due Diligence Accounting and Controls Review, prepared analyses for sale of the business and managed Transition Services for three months after the sale of the business.
Process Improvement
Industry – agriculture/food production
As a Financial Reporting Manager for a large, privately held multinational organization, my team and I provided guidance for financial reporting including monthly financial reports, budgeting, product costing, and coordination of period end close and external audits. Focus was on process improvement and optimization including support of an organization wide finance transformation effort and SAP implementation. Member of the Senior Finance Leadership Team and the Senior Management Team.
Cost Management/Business Growth
Financial Executives International (FEI)
Twin Cities Chapter
As President of the Financial Executives International (FEI) Twin Cities Chapter from 2018 – 2021, led the search for our first ever Executive Director to provide the infrastructure needed to continue to grow the chapter and improve the operations of the Chapter. Managed RFP process for selection of Recruiting Firm. Partnered with the National FEI organization to structure the arrangement as a new paid position under the management of FEI Twin Cities but benefiting from National FEI benefits and vendor relationships. It was a win-win for all involved.
Roles Served
spanning 30+ years in roles including:
- Financial Reporting and Analysis Lead, Cargill
- Financial Reporting Manager, Cargill
- Division Controller, Bose Corporation, ElectroForce Systems Group
- Independent Management Consultant
- Director, Corporate Financial and Administrative Systems, Travelers Group
- Consulting Manager, ERP Package Implementation, PwC
- Director of Finance, Med-Care Home Health Resources, Inc.
- Manager, Information Systems Consulting and Support, Bank of America
- Financial Analyst. General Electric
- Accounting Supervisor, General Electric
- Financial Management Program, General Electric
- Auditor, KPMG
Case Studies and Articles
By Anita P. Moulton, CPA
Successful Business Divestiture
Case Study Challenge: How to smoothly transfer the financial reporting data, processes, and systems from the seller company to the acquiring company without disrupting the business or impacting the operating results.
Implementation of Strategic Planning Tool to Achieve Long Term Financial Plan
Case Study Challenge: Multi-billion $ organization acquires a small family owned business in an adjacent market with a rapid global growth expansion plan.
Anita is skilled in developing business relationships and partnering to execute highly complex process, data and technology solutions to mitigate risk and create value for the business. Links business strategy to financial plans, measures progress and aligns current actions with tomorrow’s goals. Leverages strong systems thinking skills to problem solve, simplify the most complex situations and deliver clear solutions. Viewed as a catalyst for positive change. Successfully navigates large complex matrixed organizations.