Management Project
Resume:
Joshua R. McIver, MBA
Meridian, ID, 83646
Phone: 208-***-**** Email:
***********@*****.***
SENIOR LEVEL MANAGEMENT PROFESSIONAL
Innovative, analytical business professional with demonstrated ability to
identify and execute strategic investments and execute business objectives.
Strong understanding of investment concepts as well as economic and
performance indicators. Significant research, analysis and leadership
experience in development of investment strategies. Solid experience in
market analysis, SWOT analysis, and reporting and presenting technical
information. In-depth knowledge of finance and business development
practices. Over 10 years of experience as a key player in private equity
firms, consulting and investment firms and other diverse roles.
Highly effective with proven success in roles as Operations Leader, Private
Equity associate & Professional Diverse industry exposure with substantial
depth and experience in the compilation, analysis and reporting of
financial data used to drive key business decisions.
Track record of analyzing business processes, procedures and activities to
identify organizational issues and formulate solutions. Cross-functional
consensus builder with solid relationship management capabilities.
Exceptional team leader, mentor and coach. Compelling communicator with
keen problem solving, and presentation skills.
CORE COMPETENCIES:
. Strategic Planning & Execution
. Develop and Lead Teams
. Investment Research & Market Performance Evaluation
. Financial Planning & Analysis
. Advanced Modeling, Benchmarks & Key Metrics
. Budget & Cost/Benefit Analysis
. Process Improvement & Performance Optimization
. Team Leadership, Training & Development
. Business Development & Client Relations
. Presentations & Negotiations
. Forecasting & Market Analysis
. Branding & Public Relations
. Intellectual Property Patent Protection
. Automated Financial Systems & Business Software
. Big 4 Consulting & Project Engagement Leadership
. Audit & SEC Reporting
. Project Management
WestWater Research, Boise, ID
2012-2013
Advisory and investment firm in the water rights industry with a focus on
transaction advisory, water rights investing, valuation services and water
asset marketing.
Senior Manager
Responsibilities include managing all marketing and business development
efforts of the firm, creating financial models, forecasts and budgets,
business development activities, managing consulting engagements, sourcing
investments in both water and agriculture, and managing and training staff.
As part of our business development efforts, I organized and spoke at
conferences, met with leaders in the industry, and prepared innovative
advisory solutions WestWater could provide to companies in the water, oil
and gas, and agriculture industries. Wrote technical articles for business
journals, prepared marketing presentations and leveraged my connections to
create opportunities for the firm. Frequently met with potential clients
to market our services and built key relationships to encourage
collaboration between each party involved. Performed financial analysis
using complex models and metrics and other research to evaluate investment
opportunities. Performed due diligence on potential investments and
executed transactions. Managed and worked on consulting engagements and
oversaw marketing efforts of the firm. Analyzed company forecasts and
budgets to ensure they accurately reflect the current and future costs and
revenues. Identified areas to cut costs in a way that would not impact the
company in a negative way.
Value Added Contributions & Notable Accomplishments:
. Organized and spoke at conferences
. Provided key insight about investment opportunities
. Created and managed the development of the firms web presence
. Sourced and developed high-dollar possible investment opportunities.
. Provided new advisory solutions to offer clients
. Developed and trained employees
. Developed new key business relationships with Booze Allen, Deloitte,
Sorenson Capital and other strategic relationships.
. Managed finances of the firm.
Grey Beacon LLC, Boise, ID
2011 to 2012
A startup software company that develops Software as a Service (SaaS) tools
for accounting and finance professionals.
CFO and Co-Founder
Founding member of new business to create and market software tool designed
to efficiently manage and extract information from large amounts of data.
Developed business plan, market penetration strategy and distribution
channels. Managed all finance and business development of the firm.
Developed and trained team members. Performed in-depth market research to
identify position in the marketplace and developed a competitive pricing
strategy. Built 3rd party alliances with targeted strategic partners to
ensure full service solution delivery. Oversaw all product development
stages. Clients include Big 4 accounting firms and several other large
companies. See software tool at www.greybeacon.com.
Continued
Joshua R. McIver - Page 2
Value Added Contributions & Notable Accomplishments:
. Instrumental to uncovering a need in the marketplace for a product and
. offered efficient, timely and cost-effective data management
capabilities.
. Played a key role in developing the software, partnered with
developers to ensure the end product was aligned with strategic
vision.
. Led digital marketing, data visualization, analytics and feature set
efforts
. Mentored and trained team members
. Prepared monthly metric reports, including analysis of anomalies.
. Prepared white papers, 5 year plans, budgets, market capitalization
analysis and other key metrics and reports.
. Presented weekly and monthly updates to venture capital and private
equity firms.
INTERMOUNTAIN INDUSTRIES/PETROGLYPH ENERGY, Boise, ID
2010 to 2011
A closely held private equity company, which generates revenue from oil and
gas and other, diversified investments.
Senior Associate, Lead FP&A
Sourced and evaluated potential investment opportunities. Created and
maintained financial models for parent and portfolio companies. Worked
closely with accounting to ensure accurate reporting. Guided and reviewed
efforts of staff. Partnered cross-functionally with department leaders to
determine forecast and annual budget requirements. Constructed yearly
budget and perform monthly/quarterly analysis, uncovered anomalies and
provided variance rationale. Created monthly forecast and management
reporting packages. Created and presented financial presentations to
senior management, Board of Directors and investors. Sat on portfolio
company boards. Trained, mentored and guided junior staff members.
Provided framework, which combines market and credit risk scenarios used to
maximize short/long-term hedging strategies. Completed analysis of market
trends, key performance indicators and financial impacts. Created modeling
and metrics tools designed to project and/or measure overall performance.
Value Added Contributions & Notable Accomplishments:
. Sourced numerous successful investments
. Champion process improvements, which enhance productivity by
. Compile, analyze and report data crucial to key investment decisions.
. Foster collaborative work environment and manage flow of information
triggering increased efficiency.
SM ENERGY, Denver, CO
2007 to 2010
A publicly traded oil and gas exploration and development company which
employs nearly 500 people in various offices across the United States.
Lead Analyst
Directed staff members in the preparation of annual budget along with
quarterly and monthly forecasts. Performed and reviewed analysis of
reserves and commodity pricing models. Established benchmarks and prepared
key business metrics used to evaluate overall performance as well as ensure
best practices. Completed modeling and the creation of customized reports
for senior management using advanced Excel, Access and Word applications.
Aided in preparation of investor relation presentations. Selected to lead
project initiatives.
Value Added Contributions & Notable Accomplishments:
. Spearheaded efforts to drive increased operational efficiency:
Constructed customized reports used by senior management to ensure
accurate, real-time financial positioning.
Worked with Internal Audit to design and audit processes and
procedures
Worked closely with the CEO to successfully execute project
objectives.
. Oversaw two system implementation initiatives:
AFE navigator, a tool used by Oil and Gas executives to manage
budgets and related project information.
Reporting tool enhanced efficiency as well a presentation of results.
KB Home, Denver, CO
2007 to 2008
A publicly traded homebuilder and land developer in various offices across
the United States.
Senior Analyst
Directed staff members in the preparation of annual financial reports and
budget along with quarterly and monthly financial statements and management
reports. Performed and reviewed analysis commodity prices, feasibility and
profitability of various projects and investments. Established benchmarks
and prepared key business metrics used to evaluate overall performance as
well as ensure best practices. Worked as internal auditor to design
processes, ensure adherence to policies and procedures. Assisted external
auditors. Completed modeling and the creation of customized reports for
senior management using advanced Excel, Access and Word applications.
Selected to lead project initiatives.
Value Added Contributions & Notable Accomplishments:
. Spearheaded efforts to drive increased operational and process
efficiency:
Constructed customized reports used by senior management to ensure
accurate, real-time financial positioning.
Worked closely with the Controller to successfully execute project
objectives.
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Joshua R. McIver - Page 3
DELOITTE, Denver, CO
2004 to 2007
Regarded as one of the Big 4 accounting and consulting firms.
Senior Management Consultant (2005-2007)
Audit & Enterprise Risk Management Associate (2004-2005)
Led various national and international client engagements which included:
financial & Sarbanes Oxley audits as well as management consulting
projects. In addition, assisted with IPO and privatizing processes.
Managed relationships within diverse public and privately held companies.
Clients included: Oil & Gas; Insurance; Real Estate; Financial Services;
Retail and Manufacturing. Coordinated engagements, reviewed budgets,
measured costs and service quality. Developed new business leveraging
industry experience and client management practices.
Planned and developed audit scope, objectives and programs using risk and
control based auditing techniques for multiple teams containing as many as
10 members. Ensured optimal resource utilization through effective
workflow forecasting, scheduling and time management. Assessed client
risks and operating effectiveness. Reviewed internal controls and
financial reporting to ensure compliance with Sarbanes-Oxley (SOX)
requirements. Provided extensive research and guidance in resolution of
complex transactions and technical accounting issues. Concluded and
proposed recommendations for improvement in processes and system controls
In earlier role, researched various accounting topics for SEC and private
clients as well as their implications on financial statements. Performed
audit of financial reports including 10K, Q's, and any other SEC financial
statements. Completed Sarbanes Oxley readiness work including design
processes, controls, and timing of testing.
Value Added Contributions & Notable Accomplishments:
. Completed S-1 filing and other IPO efforts that resulted in Bill
Barrett Corporation, a large oil and gas company going public.
. Built strong client relationships, which assisted in assertion of
continuity of client service projects.
. Developed new testing strategies which increased operational
efficiency.
. Consistently recognized as a "Top Performer" throughout tenure with
the firm.
EDUCATION
Masters of Business Administration-finance & entrepreneurial emphasis,
University of Denver (DU), Denver, CO - 2010
Bachelors of Science in Accounting, University of Utah, Salt Lake City,
Utah - 2004
Studied abroad in the Philippines for two years
PROFESSIONAL AFFILIATIONS
Board Member - Junior Achievement in Boise, ID
Member- Boise Young Entrepreneurs
PUBLICATIONS
Published an article while at University of Denver on software creation and
launch of Grey Beacon, LLC business venture
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