1000 Centregreen Way
Cary, North Carolina 27513
Direct: (919) 673-0403
Fax: (847) 241-9440
Interim CFO or Part Time CFO
Tracy Jackson has over 19 years of experience working as a financial advisor to a wide variety of companies, ranging from entrepreneurial emerging-growth companies to large public companies. She has worked with companies in the retail, manufacturing, construction, and high-tech industries. However, for most of her career, she has focused on early-stage technology, life science and medical device companies.
As a financial executive, Ms. Jackson has been responsible for overall financial management of companies, including accounting operations, financial reporting, cash management, forecasting, and Treasury and Investor Relations functions. Ms. Jackson has extensive experience with certain complex accounting issues, including revenue recognition, stock compensation and equity accounting. She also has experience in developing financial plans, mergers and acquisitions, Sarbanes-Oxley compliance, restructuring, fundraising, and human resource oversight. In her most recent roles, Ms. Jackson has been integral to strategic and operational planning and was also part of the founding team of a mobile technology company, AFK Interactive, LLC. Currently, Ms. Jackson is serving as the part-time CFO for Oncoscope, Inc. and two other Rankin McKenzie clients.
Ms. Jackson earned a Bachelor of Business Administration degree in Accounting from James Madison University.
Professional Career Highlights:
- Prior to joining Rankin McKenzie, Ms. Jackson was the Chief Financial Officer and a founder of AFK Interactive, LLC. In this role, Ms. Jackson assisted in putting together the initial business plan, as well as securing seed funding of $800K. She was part of the core management team over all functions, including development, operations, and business development. In this role, Ms. Jackson presented AFK’s business plan at many venture capital investment conferences and trade shows.
- From 2006 to 2010, Ms. Jackson served as Chief Financial Officer for Oasys Mobile, Inc., formerly a publicly-held company, where she was responsible for all finance, accounting and human resources functions. She worked with General Counsel with drafting and filing all SEC documents, including the annual 10-K and quarterly 10-Qs, and S-1 Registration Statements. Ms. Jackson, along with General Counsel, took the company through Chapter 11 reorganization, negotiating new ownership with existing debt and equity holders. In this role, Ms. Jackson was integral to cash-flow optimization as well as negotiating existing liabilities.
- From 2004 to 2006, (and 1999 to 2000), Ms. Jackson worked at HPG, LLP as an Audit Senior Manager and Director of Quality Assurance. In this role, she performed technical reviews on many of the firm’s audited and reviewed financial statements, particularly for early-stage companies, as well as providing consulting assistance with complex accounting issues. Ms. Jackson created and led a Sarbanes-Oxley team, including developing engagement methodology for an outsourced internal audit function for public companies. During this time, she also participated in various external speaking engagements and training seminars on Sarbanes-Oxley and various accounting issues.
- From 2000 to 2003, Ms. Jackson served as Controller of Arsenal Digital Solutions Worldwide, Inc., a storage management service provider. As Controller, she managed all accounting and finance functions, including cash management, financial reporting, budgeting and forecasting. She worked with the CFO in securing venture financing, leasing facilities and an equipment debt line, over $50M. Ms. Jackson worked closely with the executive team with restructuring decisions, reducing cash burn over 50% in 2 years.
- From 1992 to 1999, Ms. Jackson worked at KPMG, LLC (last position held Senior Manager) in the assurance practice. She managed audit engagements for companies in the biotechnology, hi-tech and retail industries. Ms. Jackson also consulted with many companies on topics including, financial reporting, control environment and internal control structure, equity transactions, stock compensation, revenue recognition and business combination issues.