Jerry’s areas of expertise include strategic planning, business office operations, human resources, financial analysis, advancement, admissions, and marketing.
Jerry began working with ISM in 2014 as a faculty member and joined the Consulting Team in 2016. In this role, he provides insight and recommended strategies for managing the business office, effective financial aid policies, strategic financial planning, and more.
In addition to his work at ISM, Jerry was the Chief Financial Officer for ten years at The First Academy, FL, a Preschool–12th grade private Christian school with more than 1,450 students.
Jerry had executive responsibilities over finance, operations, facilities, human resources, technology, admission, international student programs, marketing, the school store, and The Virtual Academy.
He helped the school experience a tremendous increase in growth and financial stability. Hard income that covers the operating budget increased from 92% to 108%. Receivables were reduced from $150,000 to an annual average of $4,780. Debt services were reduced 25% and replacement plans were established for Operations, Technology, and the Athletic Complex.
A school store was added and annual sales went from $6,000 to over $200,000. The school also initiated a technology plan of $1.8 million and completed a new middle school building and a new Field House gymnasium, raising $16.2 million to accomplish these projects.
Prior to joining ISM and The First Academy, Jerry worked at various senior-level positions in investment banking, retail, transportation, and logistics. In 2015, Jerry was honored as one of the top CFOs in Central Florida by The Orlando Business Journal.
Jerry earned his Bachelor of Science degree in Marketing and Finance at The Ohio State University.