Gershon Morgulis, Mba

Gershon Morgulis, Mba Email and Phone Number

Portfolio CFO and Chief Business Philosopher @ Imperial Advisory CFOs
New York, NY, US
Gershon Morgulis, Mba's Location
New York City Metropolitan Area, United States, United States
Gershon Morgulis, Mba's Contact Details

Gershon Morgulis, Mba personal email

About Gershon Morgulis, Mba

Are you a CEO who is tired of being your own CFO? Do you want your life back? Well, you've come to the right place!!I know first-hand that making decisions for your business is hard. When there's a lot at risk, decision-making can be complicated. It's not always clear whether a decision you're making is what's best for your business... 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝗳𝗳𝗲𝗿𝗶𝗻𝗴𝘀: As your fractional CFO, I become your financial strategist. My team and I look at your business holistically, take on the role of advisor, and assist you in making more educated financial decisions for your business. Maybe you have a bookkeeper on board or an accountant in place and you think you’re good to go. But here’s the thing:A bookkeeping and accounting team keeps track of the numbers. We WORK the numbers and act as your trusted advisor. We partner with you to determine the smartest way for you to make money and the best way for you to reinvest your resources and capital back into the business.𝗜𝗻 𝘀𝗵𝗼𝗿𝘁❓ We help you avoid costly mistakes and we help you grow your business.Here are some of the questions we help answer:— How do I solve my cash flow issues? — How do I see around the corner and anticipate those cash flow issues before they are severe? — Why am I selling more but making less?— Is a new product/service profitable?— Are my employees supporting my business’ profitability enough to make their payroll a worthwhile investment?— How do I improve the inefficient processes in my business that are costing me valuable time and money?If your business is profitable but you’re not sure how to grow...If you want your next business move to be based on STRATEGY rather than intuition…If your business has financial pain points in need of relief and resolution… 𝙒𝙚 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪. 𝗧𝗼 𝗖𝗼𝗻𝘁𝗮𝗰𝘁: DM me, email me (𝗴𝗲𝗿𝘀𝗵𝗼𝗻@𝗶𝗺𝗽𝗲𝗿𝗶𝗮𝗹𝗴𝗿𝗽.𝗰𝗼𝗺), or call (516-256-9478) to set up a time for a quick chat. Here’s to bettering your business and bringing you more cash and peace of mind! 💰💰💰

Gershon Morgulis, Mba's Current Company Details
Imperial Advisory CFOs

Imperial Advisory Cfos

View
Portfolio CFO and Chief Business Philosopher
New York, NY, US
Website:
imperialgrp.com
Employees:
17
Gershon Morgulis, Mba Work Experience Details
  • Imperial Advisory Cfos
    Portfolio Cfo And Chief Business Philosopher
    Imperial Advisory Cfos
    New York, Ny, Us
  • Imperial Advisory Cfos
    Portfolio Cfo & Chief Business Philosopher
    Imperial Advisory Cfos Jul 2018 - Present
    West Hempstead, New York, Us
    Are you at a point in your business when you feel "What's next?" Are you growing but in an unhealthy way? Do your numbers still miss your projections after years of hacking at it? Are you curious if your business was profitable last year?Was the business profitable but you still had trouble making payroll? As Principal of Imperial Advisory, I provide my clients with outsourced CFO services. In this capacity, I conduct and facilitate analysis to help them better understand the financial implications of business decisions, as well as participate in long-term business planning. Our offerings include:• Analysis of new projects to determine growth potential and reduce risk • Development of dynamic financial models to project revenue and expenses• Ongoing real-time assessment of company's cash flow and budgeting• Customized operational models to improve accuracy or efficiency of day-to-day tasks• Business plan and business strategy development for start-ups For more info or for a complimentary initial consultation, drop me a line at gershon@imperialgrp.com
  • Imperial Advisory Cfos
    Managing Partner
    Imperial Advisory Cfos Dec 2019 - Present
    West Hempstead, New York, Us
    In 2019, I teamed up with my former partner and since then we've brought on more CFOs and other staff. Besides for working with clients, I also run the firm.
  • Imperial Advisory Cfos
    Part-Time Cfo / Finance And Strategy Consultant
    Imperial Advisory Cfos 2014 - Jul 2018
    West Hempstead, New York, Us
    I worked with my clients on business planning, budgeting, financial modeling, and strategic planning. This was in addition to my "day jobs," and helped set the stage for the next part of my career.
  • South Shore Executive Network
    Founder
    South Shore Executive Network Jul 2023 - Present
  • The Jewish Entrepreneur
    Business Finance Mentor
    The Jewish Entrepreneur 2015 - Present
    Bronx, New York, Us
  • Touro College
    Adjunct Professor Of Finance
    Touro College 2018 - Present
    New York, Ny, Us
  • New York State Housing Finance Agency/State Of New York Mortgage Agency
    Assistant Vice President - Bond Finance
    New York State Housing Finance Agency/State Of New York Mortgage Agency 2017 - 2018
    New York, Ny, Us
    I worked on bond issuance, as well as portfolio reporting and analysis, for our multi-billion dollar portfolio of single-family mortgages and developer loans.
  • Fhn Financial (Formerly Ftn)
    Investment Banking - Infrastructure & Public Finance
    Fhn Financial (Formerly Ftn) 2015 - 2017
    Memphis, Tennessee, Us
    I was on a client facing team, where I provided advanced analytics and structuring services to tax-exempt debt issuers. We worked with a variety of clients, including healthcare, transportation, tobacco, and state and local government issuers.
  • Nassau County Treasury
    Financial Analyst
    Nassau County Treasury 2013 - 2015
    Us
    I reported directly to the Treasurer and senior management on projects relating to the county’s $2.7 billion budget, including cash flow, debt, infrastructure, ratings presentations, and special projects. As part of my responsibilities, I built financial models, prepared monthly variance reports and dashboards for the county's CFO, and presented my findings to senior financial management.
  • Nassau County Treasury
    Intern
    Nassau County Treasury 2013 - 2013
    Us
  • Livian & Co. - Investment And Wealth Management
    Equity Analyst Intern
    Livian & Co. - Investment And Wealth Management Jul 2011 - Sep 2011
    New York, Ny, Us
    I supported the equities portfolio manager by researching large-cap and mid-cap companies under consideration for inclusion in value-equity portfolios and preparing analyst-style written research for review by portfolio manager.
  • Camp Yeshurun Incorporated
    Board Member/Cfo
    Camp Yeshurun Incorporated Jan 2010 - Sep 2010
  • Five Minute Flowers
    Owner And Founder
    Five Minute Flowers Sep 2007 - Jan 2009
    I started a mobile florist business and strategically positioned it outside a busy institution to obtain maximum foot traffic exposure. We provided the product in a way that reduced out-of-water time, and designed incentive based pay scale for employees. The cool part was that we negotiated away inventory risk and had inventory 100% financed by accounts payable.
  • Bishop, Rosen & Co., Inc.
    Operations Intern
    Bishop, Rosen & Co., Inc. Jul 2008 - Aug 2008
    New York, Ny, Us
    I worked for the COO of a Wall Street brokerage firm and had the opportunity to interact with foreign regulators in France, Monaco, Germany, and other European Union countries, to enable the firm to continue to service clients residing in those countries.

Gershon Morgulis, Mba Skills

Equities Fixed Income Financial Analysis Finance Financial Modeling Bringing You Financial Clarity Risk Management Due Diligence Analysis Investment Banking Strategy Financial Risk Management Portfolio Management Cash Flow Strategic Financial Planning Corporate Finance Equity Research Business Analysis Financial Risk Options Derivatives Research Equity Valuation Financial Markets Dcf Firm Valuation Arbitrage Buy Side Rfp Fundamental Analysis Ms Excel Pivot Tables Regression Options Pricing Options Strategies Futures Fundamental Research Excel Dashboards Dbc Infrastructure Finance Capital Markets Microsoft Excel Microsoft Office Vlookup Excel Models Dynamic Modeling Bloomberg Terminal Management Consulting Cdpap

Gershon Morgulis, Mba Education Details

  • Hofstra University
    Hofstra University
    Finance
  • Stanford University
    Stanford University
    Statistics In Medicine - Certificate
  • Fairleigh Dickinson University
    Fairleigh Dickinson University
    Concentration In Business
  • Rsa
    Rsa

Frequently Asked Questions about Gershon Morgulis, Mba

What company does Gershon Morgulis, Mba work for?

Gershon Morgulis, Mba works for Imperial Advisory Cfos

What is Gershon Morgulis, Mba's role at the current company?

Gershon Morgulis, Mba's current role is Portfolio CFO and Chief Business Philosopher.

What is Gershon Morgulis, Mba's email address?

Gershon Morgulis, Mba's email address is ge****@****uro.edu

What schools did Gershon Morgulis, Mba attend?

Gershon Morgulis, Mba attended Hofstra University, Stanford University, Fairleigh Dickinson University, Rsa.

What skills is Gershon Morgulis, Mba known for?

Gershon Morgulis, Mba has skills like Equities, Fixed Income, Financial Analysis, Finance, Financial Modeling, Bringing You Financial Clarity, Risk Management, Due Diligence, Analysis, Investment Banking, Strategy, Financial Risk Management.

Who are Gershon Morgulis, Mba's colleagues?

Gershon Morgulis, Mba's colleagues are Andrew Defrancesco, Barry Shereck, Kenneth Hamada, Ethan Kastner, Mano Bili, James Altieri, Mark Selawski.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.