Josh is available for hire
Hire JoshJosh Vogel
Verified Expert in Finance
Finance Expert
Location
Jersey City, NJ, United States
Toptal Member Since
April 18, 2018
With 20+ years of experience, Josh has participated in $50+ million of private placements and provided research coverage of 25 publicly-traded companies. He has extensive experience working with C-suite executives of private and public companies across the professional services, insurance, technology, and healthcare sectors. As a freelancer, he utilizes his skills in financial analysis, modeling, and valuation to drive organizational excellence.
Career Highlights
Financial Analyst
Independent Financial Consultant
Senior Equity Analyst
Sidoti & Company
Private Equity Analyst and Portfolio Manager
American High Growth Equities
Education Highlights
Bachelor's Degree
University of Wisconsin
Certification Highlights
Series 7/63/65/86/87
FINRA
Industry Expertise
Other Expertise
Work Experience
Financial Analyst
2014 - PRESENT
Independent Financial Consultant
- Performed income statement, balance sheet and cash flow analysis to support investment strategies and preserve cash for companies generating $5 million to $100+ million in annual revenue.
- Designed an investment plan for a business to accelerate its 20% annual revenue growth while exploring expense rationalization initiatives aimed at maximizing cash flow for capital investments.
- Advised two clients with ~$20 million in annual revenue on their long-term cash flow and earnings outlook based on detailed market diligence and growth analysis.
- Performed due diligence, valuation, and cost analysis for clients looking to both acquire competitors and expand into complementary business lines.
- Aided clients with short and long-term investment decisions, focusing on liquidity and total returns.
Focus areas: Balance Sheets, Investment Thesis, Investment Monitoring, Investments, Investment Decision-making, Investment Summaries, Statement of Cash Flows, Cash Flow Forecasting, Cash Flow Calculation, Cash Flow, Budgeting, Financial Planning & Analysis (FP&A)
Senior Equity Analyst
2004 - 2014
Sidoti & Company
- Built financial models for publicly-traded companies with market capitalizations ranging from $100 million to $2 billion.
- Analyzed company-specific and industry data to understand business trends, competitive dynamics, and regulatory changes, determining the critical value drivers for companies and their industries.
- Performed comparative valuation and precedent transaction analysis for companies across the consulting, business services, healthcare, technology, and financial services industries.
- Assessed 20+ business services companies with responsibilities including industry analysis, financial forecasting, executive management interviews, issuance of investment recommendations, and institutional investor communication.
- Presented stock recommendations to hedge fund and mutual fund clients, crafting the message to the specific investment strategy of the client.
- Coordinated, marketed and managed 25+ non-deal roadshows, 50+ sales team presentations, and 2,000 calls with buy-side portfolio managers and analysts per year.
- Recognized as a top quintile analyst by colleagues for 15 consecutive periods.
Focus areas: Investments, Short-term Investments, Investment Decision-making, Investment Summaries, Investment Thesis, Projected Cash Flow, Statement of Cash Flows, Cash Flow Forecasting, Cash Flow Calculation, Cash Flow Modeling, Cash Flow, Balance Sheets, Valuation Multiples, Valuation Analysis, Valuation Modeling, Cost Management, Mergers & Acquisitions (M&A), Equity Research Analysis, Equity Offerings, Equity Research, Equity Valuation, Financial Model Auditing, Financial Modeling, Financial Reporting
Private Equity Analyst and Portfolio Manager
1997 - 2004
American High Growth Equities
- Conducted financial analysis, built financial models, and made investment decisions regarding privately-held companies on behalf of a $50 million fund focused on the IPO market.
- Invested $50+ million in 25+ private placements and assisted companies throughout the IPO process from prospectus development through the date of the offering.
- Managed relationships with private company executives, and facilitated meetings and information flow with investment banking firms.
- Aggregated financial data and helped prepare 100+ investor presentations for private placements and secondary offerings.
- Reconciled monthly cash flow and projected the fund's available monthly and quarterly capital to be deployed across stock investments and private placements.
Focus areas: Investor Presentations, Risk Analysis, Stock Trading, Market Models, Market Research, Short-term Investments, Investments, Investment Decision-making, Investment Summaries, Investment Thesis
Education
1993 - 1997
Bachelor's Degree in Accounting
University of Wisconsin - Madison, WI
Certifications
JANUARY 2005 - PRESENT
Series 7/63/65/86/87
FINRA
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