Gershon Morgulis, Mba Email & Phone Number

New York, Ny, Us

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

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.

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.

Bronx, New York, Us

New York, Ny, Us

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.

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.

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.

Us

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.

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.

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.

Mba, Finance

Statistics In Medicine - Certificate

Ba, Concentration In Business

Education record