Jo Coffey

Accounts Payable Leader at Latham International
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Albany, New York, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Steve Hammond

I highly recommend Jo as a Manager of ERP System Support and Development. She is 100% committed to a very high service level to her users and is absolutely the best I've seen in clarifying the process and defining the problem or opportunity prior to developing code. Jo possesses excellent leadership and management skills. She is able to lead a group of business analysts and programmers through very tough situations maintaining cohesiveness within her team. And at the same time putting what is best for the company first. Jo's knowledge of critical processes made her an invaluable asset to the whole IT department. And was instrumental in completing multiple high level projects (on-time and under budget). Anyone lucky enough to have Jo on their team is very fortunate.

Michael C. Crowley

Jo is an experienced IT professional with solid background in ERP Sytems implementation from both the IT and user perspectives. She brings a firm understanding of business processes (financial, customer service and manufacturing), meticulous attention to detail, combined with a pleasant and friendly personality to facilitate relationship building with her internal clients and staff. She drives herself and her teams hard to meet deadlines and exceed expectations. I would highly recommend her for any process redesign or productivity enhancing initiative.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Plastics Manufacturing
    • 1 - 100 Employee
    • Accounts Payable Leader
      • Apr 2013 - Oct 2019

      - Oversee the invoice processing of the US and Canadian businesses- Assist with the implementations of new companies- Update weekly AP figures for the cash forecast- Run month end accrual and reports- Streamlined the process for gathering the weekly AP check run- Streamlined the process for gathering the data for the cash forecast- Revised the expense reporting procedures and updated the forms

    • Business Process Analyst
      • Sep 2010 - Apr 2013

      - Developed a ‘cradle to grave’ process for creating and or updating the data inclusive of the forms required for completion in order to update the customer, vendor and inventory master files- Maintain the inventory and BOM master files- Maintain the discount lists for deviations from the base list- Create monthly journal entry for AFI kick outs- Assisted with the transition in the credit department at Latham Splash

    • Data Maintenance Analyst
      • Jul 2010 - Aug 2010

      - Analyzed the customer and vendor master files and coded all inactive accounts for deletion- Maintained discount lists for deviations from the base list- Updated Sales Tax implementation policies and procedures, completed monthly and quarterly returns- Assisted the Director of Tax with a NYS ITC Audit and NYS Use Tax audit - Reviewed the interest charge functionality in System 21- Create monthly journal entry for AFI kick outs

    • Senior Accountant – Special Projects
      • Feb 2010 - Jun 2010

      - Restating fresh start capital expenditure depreciation in Excel - Implemented AFI for the Canadian company which maps the sales transactions to the GL - Worked on deviation overrides for a new pricing rollout - Analyzed Early Buy invoices and issued credits due to new pricing rollout - Updated Sales Tax implementation policies and procedures - Restating fresh start capital expenditure depreciation in Excel - Implemented AFI for the Canadian company which maps the sales transactions to the GL - Worked on deviation overrides for a new pricing rollout - Analyzed Early Buy invoices and issued credits due to new pricing rollout - Updated Sales Tax implementation policies and procedures

    • Manager of ERP Support & Development
      • Jan 2006 - Jan 2010

      Utilizing the ERP software package Aurora System 21 from Infor - Managed and directed, a Business Analyst and two Programmers - Project manager for software implementation of a Canadian and US company with a total of 6 locations on 1/1/10 ($425K project to consolidate company on corporate software package) - Project manager for software implementation of a Canadian company with 4 locations on 1/1/09 ($800 project to consolidate company on corporate software package) - Project manager for merging two US companies into one on 1/1/08 - Project manager for system version upgrade - Implemented Canadian and US Sales Tax modules - Oversaw multiple enhancement projects including Bill of Material maintenance automation, Scan Points, Outsourcing and Incentive pricing. - Evaluation, selection and implementation of Nectari Business Intelligence Tool - User support and help desk tickets - Member of the Customer Service Improvement Committee whose directive was to review the process flows of the customer service department and implement changes to improve the flow of orders. Show less

    • User Project Leader, Global ERP Implementation
      • May 2004 - Jan 2006

      - Project manager for software implementation of Ft. Wayne Pools on 1/1/07 ($400K project to consolidate company on corporate software package)- Team member of American Business Systems conversion to System 21 project ($400K project which consolidated core company process into one software package)- Project manager for software implementation of a vinyl manufacturing plant in Ohio- Implemented an Advanced Manufacturing module- User support and help desk tickets

    • Senior Accountant – Cost and Audit
      • Nov 2002 - May 2004

      - Managed project implementation of financial modules for two Canadian companies - Conducted financial and operational audits - Prepared weekly and monthly variances reporting packages- Analyzed standard vs. actual manufacturing costs - Compiled cost information to be used in operating budget preparation- Developed and oversaw regular cycle counting systems and procedures- Maintained integrity of Bill of Material system

    • Business System Analysis
      • Dec 1998 - Oct 2002

      - User support including writing queries as needed- Maintained and upgraded the IBM AS/400 and System 21 software- Maintained the phone system at Latham location

    • AS/400 System Administrator
      • Apr 1997 - Dec 1998

      - User support including writing queries as needed- Maintained and upgraded the IBM AS/400, System 21 software and all PC's at Latham location- Upgraded all PC's in Latham from Windows 3.1 to Windows 98- Assisted with the implementation of a LAN/WAN between 4 locations- Assisted with the implementation of Lotus Notes- Maintained phone system at Latham location

    • Assistant Controller
      • May 1994 - Apr 1997

      In addition to tasks of Plant Accountant position:- Project manager for selecting and implementing an IBM AS/400 computer system utilizing System 21 software from JBA International (currently owned by Infor), system was implemented on 1/1/95. ($450K project – which allowed the company to grow with additional functionality including multi currency and multi company)- Designed and developed reports using Query/400- Developed and maintained/monitored internal inventory control systems- Assisted with the annual budget and planning process Show less

    • Plant Accountant
      • Apr 1987 - May 1994

      - Created General Ledger journal entries for sales, cost of sales, manufacturing and purchase price variances- Issued divisional and regional P/L's- Implemented new reporting systems for a start up manufacturing plant- Maintained company’s computer systems - a Digital Micro Vax II and various PC's- Managed and directed a cost accountant and an administrative assistant- Developed weekly and job end cost analysis- Coordinated yearly audit by KPMG

    • Cost Accountant
      • Dec 1985 - Apr 1987

      - Developed variance reports and analysis to assist upper management in decision making. Reports included weekly material, and labor variance reports, and monthly variance letters- Managed North American year end physical inventories- Managed and directed a cost accounting clerk- Member of the implementation committee for the Digital Micro Vax II computer system which was implemented on 1/1/87 utilizing Plastic Management Software was responsible for implementing the inventory and bill of material database files.- Designed and developed reports for the new computer system to reconcile inventory, and report variances for both manufacturing and purchase price using Datatrieve, a query tool- Maintained LIFO Inventory Show less

    • Cost Accounting Clerk
      • Apr 1984 - Dec 1985

      - Production reporting entry- Maintained bill of materials for a standard cost system- Implemented ticketing systems for raw materials and manufacturing controls

Education

  • Siena College
    B.B.A., Accounting
    1975 - 1977
  • Hudson Valley Community College
    A.A.S., Accounting
    1973 - 1975

Community

You need to have a working account to view this content. Click here to join now