Michael Moulton, M. Fin.'s Linkedin Analytics

I am a Masters educated Financial Executive with a demonstrated history of guiding entities through periods of rapid growth. I have a passion for strategic planning and tactical implementation by instilling collaboration, accountability, empowerment. I have guided companies through both sides of M&A transactions, raised public and private capital, and established frameworks for rapid organic growth. Entities served include Banks, Holding Companies, Industrial Loan Companies, Registered Investment Advisors, Credit Unions, and Non-Profits. Key Competencies: -Short- and Long-Term Strategic Planning -Fintech partnerships including due diligence, Board approval, compliance, implementation, and execution. -Internal Controls and streamlined production of Financial Statements -Financial Reporting and Analysis targeted to specific audiences, including Shareholder, Boards of Directors, Chief Executives, Division Managers, and Line Managers. -Proactive Regulatory Relations with FDIC, OCC, Fed, and NCUA -Capital Raises including Subordinated Debt, Preferred Stock, Private Placement, and Public Offering. -Financial Presentation skills including public Road Show, Private Equity, Shareholder Meetings, Senior Management Teams, and larger employee groups. Key Technologies: -Adaptive Insight, Workday, ZM Budgeting, and ProfitStars planning systems. -NCino and Salesforce workflow management systems. -nCino, Abrigo, Fiserv, Jack Henry, CSI, and FIS core banking systems. -Expertise in Microsoft Office and Excel through pivot tables and interactive dashboards. Key Achievements: +Fintech partnerships providing 10x salary in increased revenue first year. +Whole institution sales at 150+% of book. +Purchases of five institutions from $180m to $1.3b in assets +Achieved 35% cost savings from 2017 through 2019. +Private Placement Memorandums and Public Offering S-1’s. +Branch purchases and sales. +Stabilized and developed Finance Teams that were previously experiencing very high turnover. Please contact me at [email protected] to find out how I might consult, contribute and add value to your organization.