Terry Holmes, MBA

Director of Finance | Financial Planning & Analysis | Reporting | Annual Planning & Budgeting | Forecasting

Greater Chicago Area

About

Experience

  • Director, Financial Planning and Analysis at UL Research Institutes
    Jun 2025 - Present · 1 yr 1 mo

  • Director, Financial Planning and Analysis at UL Standards & Engagement
    Jun 2025 - Present · 1 yr 1 mo

  • Director, Finance at Rocketship Public Schools
    Jun 2024 - Jun 2025 · 1 yr 1 mo

  • KIPP Foundation (Remote)
    • Director, Financial Planning and Analysis
      Jul 2022 - Jun 2024 · 2 yrs

      Led monthly forecast process to ensure annual financial expense objectives were met. Consolidated and distributed monthly reporting to senior leadership.

    • Senior Manager, Financial Planning and Analysis
      Nov 2021 - Jul 2022 · 9 mos

      Managed Workday Adaptive Planning system and administrators to ensure accurate financial data and reporting.

  • CommScope (New Lenox, Illinois, United States)
    • Manager, Global Sales Finance
      Jan 2017 - May 2021 · 4 yrs 5 mos

      Led the annual financial operating plan process for Global Sales Expense, including loading budgets into planning systems, forecasting, and reporting results to various leadership levels.

    • Senior Financial Analyst
      Mar 2015 - Jan 2017 · 1 yr 11 mos

      Managed sales reporting systems for revenue reporting, including developing and administration of monthly data loads from main ERP (SAP) to HFM.