Richard (Rick) Clemon, Cpa, Cgma Email & Phone Number

Boston, Ma, Us

We support companies navigating complex and routine business transactions and are viewed as an extension of your finance and accounting team. We have resources with both "Big 4" public and private industry experience from CFOs to staff accountants across a diverse set of industries. We look forward to bringing our knowledge and team's depth to your organization.Highlights of Services Offered:- Fractional and interim management CFO and Controller services- Technical accounting and reporting including SEC compliance- Accounting department outsourcing- Strategy, budgeting, forecasting, modeling and planning- Buy- and Sell- side support services- IPO readiness- Audit readiness- Process improvement- Systems implementationsNote the above is only a sample of our offerings. Do not hesitate to reach out if we may be of service to you and your organization.

EMBioSys is a therapeutics company transforming treatment outcomes for metastatic cancers. Their iEF therapy works both at the cellular level targeting only cancer cells, and at the tissue, organ, and organism levels using a 4-pronged approach

Beverly, Ma, Us

Originally hired as a Fractional CFO in January 2019 to support the company's growth plan and build out the necessary infrastructure to afford the PE sponsor an exit. Based on my performance up to the exit I was converted to full time at the request of the new sponsor and the Company's leadership team.Highlights:- 1200% organic revenue growth- 400% headcount growth- Cross functional business partner to the leadership team and investors- Drove ERP Implementation project - SAP ByDesign in 2022- Drove sell-side M&A process resulting in the successful exit for the Private Equity sponsor in 2021 which led to conversion from fractional to full time CFO- Participated in buy-side M&A processes- Designed and implemented the rolling 18 month cash-flow forecast- Rebuilt budget and forecast models and tools resulting in a 7 year rolling forecast- Rebuilt finance department resulting in a reduced close calendar to 5 days from 20+- Primary contact for the external auditors and tax providers- Supported internal and external legal and IT contacts

Boston, Massachusetts, Us

First CFO for the Company- Designed and implemented the budget, forecast and 13 week cash flow models. - Provided strategic advisory services to the CEO, COO and CTO- Primary point of contact for the external accounting firm

Atlanta, Georgia, Us

As an interim, fractional and/or consultative CFO, I used my comprehensive background (Global CFO, E&Y, AA & Consulting) to lead the accounting, finance, tax, SEC reporting, HR, tech and facilities functions at fast-growing companies, particularly in the frontier technology and life sciences industries.Fractional CFO for the following key clients (not all-inclusive)- Bicara Therapeutics - Biotech- SiOnyx LLC - Aerospace and Defense, Frontier Technology & Manufacturing- Pison Technologies - Aerospace and Defense, Frontier Technology & Manufacturing- Kairos GMBH - Software / SaaSHighlights:- Designed and Implemented of budgets, forecasts and cash-flow models and tools- Provided strategic advise to clients cross-functional leadership teams- Designed and executed financial planning and strategic analysis- Drove and supported buy- and sell- side M&A, fundraising, exits and SPACs- Primary contact point for clients external audit, legal, HR and IT service providers- Drove adoption of new technical accounting pronouncements

Boston, Massachusetts, Us

First CFO for the company- Redesigned the ERP and implemented budget, forecast and 13 week cash flow models- Supported CEO, COO and CSO with strategic initiatives including fundraising- Primary contact for external auditors and tax advisors- Liasson with CDMOs and CROs on development and clinical activities- Supported carve-out from Biocon (parent company) to be a stand-alone entity

Boston, Massachusetts, Us

Chief Financial Officer (2013 – 2017)Global Corporate Controller (2012 – 2013)♦ Responsible for global revenue and ten direct reports. Promoted to CFO by board of directors and the CEO.♦ Enabled revenue growth and cost reduction, as measured by KPI’s, by implementing best in class oversight and process of accounting, finance, tax, treasury, legal, human resources, facilities and information technology. o Double digit revenue and gross profit growth, improved gross margin and EBIT margin o Strategic acquisitions♦ Participated in creating multiyear strategic plan, annual business plan and department budgets.♦ Improved client attrition and non-performing accounts by creating P&L analysis by product and by customer.♦ Achieved financial independence from primary investor by restructuring debt and improving working capital.♦ Improved business intelligence by developing KPIs and fueled by reports and the implementation of a new SAP ERP.♦ Design and negotiate contracts, leases, employment and compensation agreements.

Andover, Ma, Us

Based on my performance, I was converted from a consultant to a full time employee at the request of the CFO.♦ Responsible for technical accounting, revenue recognition, purchase accounting, SEC quarterly and annual reporting, comment letters and managing the external audit. Implemented XBRL (eXtensible Business Reporting Language).♦ Prepared and led presentations for audit committee meetings.♦ Reduced the monthly close calendar by 86% and the SEC filing calendar by 30%.♦ Evaluated M&A targets, including pre-acquisition due-diligence, culminating in the acquisition of LNX Corporation.♦ Reengineered financial processes resulting in the remediation of significant deficiencies in internal controls.

Boston, Ma, Us

Provided value add consulting services to clients in the areas of technical accounting, US GAAP, IFRS, Sarbanes Oxley, mergers and acquisitions diligence and support, SEC reporting and interim Controller to CFO services.♦ Controller for client organizations, both public and private (PE and VC backed) companies: $8B medical device, $1B software and $200M global hi-tech companies.♦ Led client engagements including M&A due-diligence, purchase accounting, revenue recognition, technical accounting, debt accounting, equity accounting, share-based compensation and restructurings.♦ Managed Sarbanes Oxley and SEC design and compliance reporting.♦ Subject matter expert in the areas of revenue recognition and share-based compensation.♦ Grew revenue and market share by launching company into new business sectors / verticals.

London, Gb

"Big 4" public accounting and professional services firm providing audit, tax, consulting and transaction advisory services.♦ Audited public, private and VC backed companies in a variety of industries including: professional services, pharmaceuticals, software, medical devices, bio-tech and hi-tech.♦ Demonstrated aptitude and ability to efficiently run audit engagements and identify key areas of audit risk resulting in promotion to Manager within seven months of onboarding.♦ Designed and executed the audit plan for complex business transactions and high risk areas.

♦ Provider of home loans, mortgages, refinance, home buying assistance, fixed-rate mortgages, adjustable rate mortgages.

♦ "Big 5" public accounting and professional service firms providing audit, tax, consulting and transaction advisory services.

Braintree, Ma, Us

Regional public accounting firm specializing in providing clients with audit and tax services.