Josh Peterson

Josh Peterson Email and Phone Number

Project Management | Turnaround and Restructuring | Strategic Planning and Execution | Financial Modeling and Reporting | Negotiation | Investor and Client Relations @ CFO Systems, LLC
Josh Peterson's Location
Kansas City, Missouri, United States, United States
Josh Peterson's Contact Details

Josh Peterson personal email

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About Josh Peterson

Results-driven executive and strategic advisor with expertise in turnarounds, restructuring, project management, and strategy. Skilled at evaluating equity investments and managing cash flow during times of financial uncertainty. Collaborates effectively with executive leadership, senior managers, clients, and investors to deliver optimal results. Excels in leading large-scale projects in high pressure situations, motivating teams, building lasting relationships, and creating operational infrastructure to meet business needs. A proven track record of driving business growth and creating value for shareholders through sound strategic decisions and operational excellence.• Aerospace and Defense• Engineering / Construction• Manufacturing• Capital Project Planning• Project Management• Complex Problem Solving• Business Development• Corporate Finance • Negotiation • Strategic Planning / Execution• Performance Metrics / Evaluation• Investor / Client Relations• Financial Modeling• Team Building• Cross-functional Leadership• Shareholder Value Creation

Josh Peterson's Current Company Details
CFO Systems, LLC

Cfo Systems, Llc

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Project Management | Turnaround and Restructuring | Strategic Planning and Execution | Financial Modeling and Reporting | Negotiation | Investor and Client Relations
Josh Peterson Work Experience Details
  • Cfo Systems, Llc
    Director
    Cfo Systems, Llc Aug 2023 - Present
    Omaha, Ne, Us
    America's Premier Outsourced Leadership Firm | Fractional, Interim, or Project Based | CFO, Operations, Controller, HR, Accounting or Supply Chain
  • Secured Services Llc
    National Account Manager
    Secured Services Llc Jul 2023 - Present
    Kentucky, Us
    Construction Project Staffing
  • Numerical Control Support
    President / Ceo
    Numerical Control Support Jul 2018 - Aug 2023
    Shawnee Mission, Kansas, Us
    • Successfully executed the acquisition of a distressed aerospace manufacturer, skillfully structuring a complex financial package that integrated debt, equity, and a new Board of Directors-led corporate governance model.• Delivered exceptional results within 24 months, achieving a 30% increase in revenue while simultaneously improving the EBITDA margin from a negative -17.4% to a positive 8.4%. • Implemented a restructuring of the management and operations team, fostering a new culture of accountability by blending the cultures of both legacy and newly hired employees. • Guided the leadership team through the development of a comprehensive strategic plan, establishing metric-based monthly, quarterly, and annual operational goals to drive performance and ensure alignment with organizational objectives.• Effectively navigated the challenges posed by the COVID-19 pandemic and related supply chain disruptions, skillfully adapting operations to prioritize employee safety while maintaining business continuity.• Effectively renegotiated complex aerospace contracts with key customers and suppliers, resulting in more favorable terms and improved relationships that led to increased business opportunities.• Adept in crisis management, with a proven track record of effectively managing cash flow during times of financial uncertainty and ensuring the continued financial stability.• Expertly managed the sale of company assets and intellectual property, skillfully negotiating multiple agreements to provide the best possible outcome for all stakeholders involved.
  • Genesys Systems Integrator
    Business Unit Leader / Project Manager
    Genesys Systems Integrator Aug 2011 - Jul 2018
    Kansas City, Missouri, Us
    • Directed activities of 11-member Sales, Engineering and Project Management team for a $20 million business unit; drive on-time/on-budget project completion with highest levels of profit, quality, and risk management.• Responsible for the profit and loss for business unit including sales volume, cost of goods, gross margin, project variances, and overhead contribution.• Maintained awareness of the competitive landscape for direct competition, client segments, and industry standards.• Delivered $53.3 million in business unit projects; personally managed $39.5 million in projects and exceeded total gross profit objectives by an average of 15% over 3 years. Grew business unit from $13 million to $20 million.• Restructured sales team and processes and achieved 55% of revenue from new customers over last 3 years.• Implemented a business development strategy to identify, source, and develop investment partnerships and acquisition targets, including growth or distressed manufacturing businesses needing an infusion of capital, equipment, automation or management services.• Cultivate potential partner/co-investor relationships with Private Equity firms, Venture Capital groups, and Angel investors, as well as other outside capital sources and strategic partnerships.• Identify and evaluate strategic investment opportunities; conduct due diligence, build financial models; perform valuation analysis and present recommendations to the senior leadership team. • Managed multiple highly successful, multimillion-dollar projects with major clients including General Motors, Mercedes Benz, Ford and Tesla. • Won the largest single project and 4 of the top 10 project variances in the company’s 18-year history.
  • Exodys, Llc
    Board Manager
    Exodys, Llc Jan 2013 - Jan 2016
    • Selected by GENESYS executive leadership team as one of 18 Senior Managers chosen to help shape the future trajectory of the business by forming Exodys LLC, an investment company with equity ownership in a portfolio of assets including real estate, industrial engineering, manufacturing, construction, and intellectual property.• Elected by the management group to serve as Board Manager of Exodys to drive agenda and work directly with the board and legal counsel on operating agreements, shareholder/member redemptions, and organizational structure.• Created valuation models for 3 companies owned by GENESYS, including an IP holding company with patented technology poised for commercialization.• Developed and maintain a complex valuation model for multiple organizations through unlevered discounted cash flow, precedent transactions, public comparables and key performance drivers.
  • Ey
    Consultant
    Ey Jul 2011 - Sep 2014
    London, Gb
    • Retained in contract consulting role for the State & Local Tax Group (SALT); analyzed and managed LEED Existing Building Operations & Maintenance (EB O&M) program execution for commercial buildings.• Strengthened engagement identification and win rate for EY's SALT practice by providing baseline property analyses, due diligence, financial models, energy models, and documentation.• Provided EY with a complex model to unlock millions of dollars in tax incentives for large mega-resorts, hotels, and casinos that would normally be ineligible due to a lack of comparable energy usage.
  • Synermetrix
    Senior Project Manager
    Synermetrix Jan 2010 - Jul 2011
    Las Vegas, Nv, Us
    • Recruited by former Tishman executive to private equity backed consulting firm that provided corporate clients with energy audits, energy efficiency solutions and cost savings financed with state and federal tax incentives.• Developed new business opportunities, conducted site audits, performed due diligence, built financial models, prepared energy consumption models, presented proposals to potential clients, and negotiated contracts.• Successfully won engagements with several clients and managed installation projects to upgrade energy efficiency; drove significant improvements in sustainability and cash flow for clients.
  • Tishman Construction
    Project Manager - Leed
    Tishman Construction Dec 2007 - Jan 2010
    New York, Us
    • Key member of the executive construction management team on $11 billion City Center Project on the Las Vegas Strip; oversaw designers and contractors to ensure compliance with LEED standards for construction processes.• Successfully secured $600+ million in Nevada Department of Energy tax incentives; worked directly with the MGM Resorts International Corporate Finance Team and oversaw project engineering design/construction.• Educated contractors, subcontractors, architects and designers on standards, compliance and documentation required for certification.
  • The Whiting-Turner Contracting Company
    Project Engineer
    The Whiting-Turner Contracting Company Dec 2005 - Dec 2007
    Towson, Md, Us
    • Provided key support to Project Manager on $110 Million dollar dual LEED Platinum Las Vegas Springs Preserve Museum Project, a highly purpose-driven project consisting of a 7-building campus built for sustainability.

Josh Peterson Skills

Engineering Construction Energy Efficiency Project Management Project Planning Construction Management Energy Leed Management Energy Audits Energy Management Hvac Leadership Manufacturing Green Building Business Development Electricians Negotiation Mergers And Acquisitions Investor Relations Client Relations Private Equity Venture Capital Due Diligence Valuation Financial Modeling Investment Analysis Corporate Development Strategy Execution Cross Functional Team Leadership Transaction Structuring Risk Management Shareholder Value Valuation Modeling Investment Strategies Market Dynamics/future Trends Advisory Boards Investor Presentations Complex Problem Solving Delivering Roi In Challenging Markets Senior Executive Leadership Corporate Investment Partnerships Private Equity/venture Capital Angel Investing Shaping The Future Of A Business Capitalizing On Revenue Generating Opportunities Acquisition Integration Evaluating Strategic Intent/portfolio Viability

Josh Peterson Education Details

  • Montana State University-Bozeman
    Montana State University-Bozeman
    Civil Engineering
  • Montana State University Billings
    Montana State University Billings
    Chemistry

Frequently Asked Questions about Josh Peterson

What company does Josh Peterson work for?

Josh Peterson works for Cfo Systems, Llc

What is Josh Peterson's role at the current company?

Josh Peterson's current role is Project Management | Turnaround and Restructuring | Strategic Planning and Execution | Financial Modeling and Reporting | Negotiation | Investor and Client Relations.

What is Josh Peterson's email address?

Josh Peterson's email address is jr****@****hoo.com

What is Josh Peterson's direct phone number?

Josh Peterson's direct phone number is +181652*****

What schools did Josh Peterson attend?

Josh Peterson attended Montana State University-Bozeman, Montana State University Billings.

What skills is Josh Peterson known for?

Josh Peterson has skills like Engineering, Construction, Energy Efficiency, Project Management, Project Planning, Construction Management, Energy, Leed, Management, Energy Audits, Energy Management, Hvac.

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