Accounting

Financial Modeling

M&A Planning/Integration

Practical Solutions

Process Improvement

Strategic Planning

Streamlining Operations

Accounting

Financial Modeling

M&A Planning/Integration

Practical Solutions

Process Improvement

Strategic Planning

Streamlining Operations

Board Member Profile

Are you seeking an experienced financial executive to serve on your company’s board? Do you need an “audit committee financial expert” on your board? Want a fresh perspective to join your board?

Please consider Tracy Clifford’s qualifications below:

Meets the qualifications of an “Audit Committee Financial Expert” as defined by the Securities Exchange Commission

Certified Public Accountant
Big-4 experience in audit department of Deloitte & Touche
15 years of public company experience primarily in the CFO and CAO roles
Currently serves on the Board of NovelStem
Currently, serves as fractional CFO of public company, Acorn Energy (ACFN)
Currently serves on the Advisory Board for two privately owned clients (one large and one medium-sized)
Board and Audit Committee participant representing the Company for 10 years
Currently serves on the Board of Turning Leaf Project (non-profit)

Wide scope of accounting/finance experience including:

Mergers, acquisitions and business combinations including reverse mergers
Operational integrations
Organizational restructuring
Lender compliance
SEC filing and Annual Report preparation
Public company audits
Contract negotiation
Internal control framework

“Tracy has provided consulting services to our Company since January 2016. She has been an invaluable resource to me and our management team in several aspects including restructuring our Accounting dept, hiring an IT Director, implementing a strategic planning software to create a flexible budgeting and forecasting model for 100+ retail units, developing and proposing a corporate bonus plan, and several other important projects. We intend to continue to work with Tracy on several strategic projects throughout the next year as we believe she brings a wealth of expertise that we can leverage in a contract consulting relationship and we appreciate having her insight on our plans for the future.”

CEO and founder, privately held company with 700+ retail units and 600+ employees

“Tracy’s knowledge base and experience in the industry along with her clear and focused action plan served as a critical component in executing our commercial launch and ongoing operations.”

Executive VP and General Counsel of an emerging markets brand pharmaceutical company

“Tracy has been instrumental in getting a 100+ year old media company into the specialty pharmaceutical industry. Throughout the due diligence and integration process, she has been a valuable resource, not just in finance, but in management, operational execution and strategy. Because of her integrity, knowledge and passion, we are building the foundation of a company well positioned for growth.”

President of an emerging markets brand pharmaceutical company whose parent has business segments in hospice and media

"Tracy Clifford is an invaluable asset. She was an integral part of the implementation of the company financial platform from start to finish, which highlights her attention to detail and demonstrates her excellent work ethic and integrity."

President of Generic Pharma Start-up

"Tracy is a trusted advisor who unlocked potential in our existing team through employee engagement and establishing disciplined controls and process from operations to revenue cycle to accounting. Our financial accuracy and employee morale increased while month end close process cycle time was cut in half with team members working fewer hours. Tracy assisted us in leveraging our existing technology to enhance workflow and efficiency. Highly recommended."

CFO of multi-state physical therapy practice (private equity)

Tracy Clifford