Josh Vogel
Verified Expert in Management Consulting
Management Consulting Expert
Boca Raton, FL, United States
Toptal member since April 18, 2018
With almost 30 years of experience, Josh has participated in $50+ million of private placements and provided research coverage of 25 publicly-traded companies. Most recently, he headed the Investor Relations department of a publicly-traded company that was acquired by a larger competitor. He has extensive experience working with C-suite executives of private and public companies across the healthcare, technology, professional and business services, insurance, and staffing sectors.
Career Highlights
Education Highlights
Certification Highlights
Industry Expertise
- HR & Staffing
- Investment Banking
- Healthcare Services
- Financial Modeling
Other Expertise
- Cash Flow Forecasting
- Consulting
- Financial Modeling
- Financial Reporting
- Valuation Analysis
Work Experience
Vice President, Investor Relations
Cross Country Healthcare
- Headed the publicly-traded company's Investor Relations department, engaging key stakeholders, investors, and sell-side analysts. Increased investor outreach in 2020-2024 by more than 150% compared to the previous years. Procured three new sell-side analysts.
- Coordinated and collaborated across the organization to host Investor events, conferences, financial earnings reporting, and marketing initiatives. Closely worked with C-suite executives, mostly the CEO and CFO, as well as other department heads.
- Built a strong network of analyst and investor contacts while maintaining databases of shareholder activity and analyst updates for my company and the closest peers. Regularly monitored industry news and trends and closely followed economic policy.
Senior Equity Analyst
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.
Financial Analyst
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 around $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.
Private Equity Analyst and Portfolio Manager
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.
Education
Bachelor's Degree in Accounting
University of Wisconsin - Madison, WI
Certifications
Series 7/63/65/86/87
FINRA
Skills
Finance
Cash Flow Modeling, Cash Flow Forecasting, Financial Modeling, Equity Research Analysis, Equity Research, Valuation, Valuation Multiples, Valuation Analysis, Cash Flow, Cash Flow Calculation, Statement of Cash Flows, Projected Cash Flow, Investment Thesis, Revenue Modeling, Financial Planning & Analysis (FP&A), Stock Trading, Equity Valuation, Financial Reporting, Financial Model Auditing, Valuation Modeling, Balance Sheets, Balance Sheet Calculation, Budgeting, Investment Summaries, Investment Decision-making, Short-term Investments, Investment Monitoring, Market Research, Market Models, Risk Analysis, Equity Offerings, Cost Management, Mergers & Acquisitions (M&A)
Industry Expertise
Financial Services, Financial Markets, Healthcare, Insurance, Health Insurance, Life Insurance, Technology
Geographic Expertise
United States
Output Software
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Data & Analysis Software
FactSet, Bloomberg
Other
Investment Analysis, Equity Investment, Excel Modeling, Cash Flow Analysis, Income Statements, Investment Research, Investment Ideas, Training & Training Content Development, Consulting, Strategic Planning & Execution, Training, Microsoft 365, Investment Funds, P&C Insurance, Market Research & Analysis, Pitch Decks, Microsoft, Business Services, Outsourcing, Business Process Outsourcing (BPO), Staffing, Recruitment, Investments, Investor Presentations, Project Analysis, Social Media Platforms, Microsoft Teams, NASDAQ, Investor Relations, Investor Reporting, Finance, Conference & Event Production, Marketing, SEC Financial Reporting
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring