Josh Vogel

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.

Software Expertise

QuickBooks ProAdvisor:
Fluxo Pro:


Financial Modeling, Valuation, Equity Research, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Cash Flow Forecasting, Financial Modeling, Financial Reporting, Valuation Analysis


Consulting, Financial Services, Healthcare, Technology


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