Jerome Holloway
San Francisco,CA
Summary
Skilled finance professional with 5+ years of experience managing General Ledger accounts, conducting financial analysis, and ensuring GAAP compliance. Proven track record overseeing accounts exceeding $30M, with expertise in month-end close reporting, bank reconciliations, and expense coding. Experienced in higher education finance, including supporting international students and colleagues by managing and tracking university-related budgets and expenditures. Known for adaptability, strong work ethic, and the ability to navigate complex financial environments. Background includes both non-profit and for-profit sectors, with a focus on grant management and global financial operations. Based in the San Francisco, Bay Area.
Overview
6
6
years of professional experience
Work History
Finance Manager
Minerva University
02.2024 - Current
- Articulate complex financial analyses and actionable decisions through both formal presentations and comprehensive written reports, ensuring clarity and alignment with organizational goals.
- Developed and implemented policies for Financial Aid and Work Study programs, supporting both staff and students in daily operations and compliance
- Partner with academic and other administrative teams within the University to design, implement, and test advanced financial tools aimed at enhancing scenario planning and financial analysis capabilities.
- Lead in-depth research and the development of sophisticated financial models to support key strategic initiatives, producing data-driven insights that inform decision-making and operational strategy for the institution.
- Facilitate informational sessions with students and parents to explain Financial Aid packages, ensuring clarity and addressing concerns. Provide guidance on the need analysis process and its direct impact on financial aid awards.
- Advise students on the intricacies of the financial aid process, providing tailored support regarding need analysis and the potential effects on their financial aid outcomes.
- Oversee a cohort of 500+ work-study eligible students, working closely with Work-Study Managers to ensure proper assignment and effective coordination of student placements across various departments.
- Lead the review process of Financial Aid applications, determining final decisions for Expected Family Contribution (EFC) and ensuring compliance with applicable policies and guidelines.
- Serve as the primary point of contact for all financial operations within the university, coordinating resources and acting as the central authority on financial matters across departments.
- Manage Bill.com and QuickBooks to oversee budgets, ensure timely completion of purchases, verify receipt submission, and accurately expense transactions to appropriate budget categories.
Global Finance Account Coordinator
LinkedIn
07.2022 - 02.2024
- Oversaw Administrative and Guarding accounts on a global scale.
- Conducted monthly financial forecast adjustments and accruals to analyze trends.
- Collaborated with FP&A to elucidate statistical analysis and variances.
- Developed annual budgets and business objectives in conjunction with stakeholders.
- Managed client purchase orders, including tracking, investigation, and updates to foster positive vendor relationships.
- Supervised and reconciled 36 General Ledger accounts across global sites.
- Created and tracked Purchase Requisitions & Purchase Orders.
- Facilitated effective team communication and developed customer messaging to attract and retain clientele.
- Supported in local payroll management and financial audit processes.
- Handled Accounts Payable and Accounts Receivable functions.
- Monitored and oversaw weekly operations across 36 sites.
- Created Statements of Work (SOWs).
- Provided ad-hoc project involvement as required.
Finance Representative
African American Community Service Agency
01.2020 - 12.2022
- Assumed responsibility for managing accounts receivable and payable.
- Monitored and meticulously recorded grant activities, preparing regular reports for FIRST 5 Santa Clara County.
- Ensured transparent communication and provided comprehensive oversight of a significant grant valued at half a million dollars from the County of Santa Clara.
- Conducted statistical analyses, led special projects, performed financial modeling, and coordinated internal and external audits.
- Prepared journal entries and executed other accounting procedures necessary for accurate and timely month-end closings of multiple entities.
- Processed inventory transactions on a daily basis.
- Collaborated closely with the Executive Director and Board of Directors to develop and manage annual budgets.
- Reconciled bank statements and managed multiple accounts.
- Reconciled General Ledger accounts monthly, quarterly, and yearly.
- Created and oversaw the coding of purchases and invoices.
Education
Bachelor of Arts -
San Jose State University
San Jose, CASkills
- Budget forecasting
- Financial budgeting
- Customer satisfaction
- Internal controls
- Financial analysis
- Verbal and written communication
- Strategic planning
- Financial modeling
- Stakeholder management
- Consolidation accounting
- KPI management
- GAAP
- Financial audits
- Compliance monitoring
- Fund tracking
- Calm under pressure
Accomplishments
- Minerva University – Implemented new financial aid and work-study policies supporting 500+ students, reducing processing time by 20% and improving compliance across departments.
- LinkedIn – Reconciled 36 global General Ledger accounts with 99% accuracy, strengthening forecasting and reducing month-end close variances by 15%. Introduced the budgeting method from Smartsheets platform to help track accounts more efficiently
- African American Community Service Agency – Administered and reported on a $500K county grant, ensuring 100% compliance and enabling sustained funding for critical community programs.
Timeline
Finance Manager
Minerva University
02.2024 - Current
Global Finance Account Coordinator
LinkedIn
07.2022 - 02.2024
Finance Representative
African American Community Service Agency
01.2020 - 12.2022
Bachelor of Arts -
San Jose State University