Patricia Coffey Email and Phone Number
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I value a collaborative, positive work environment. I specialize in general ledger accounting, payroll, budgeting, tax research, internal controls, and nonprofit. My technology proficiencies include: Microsoft Excel, Abila MIP fund accounting system, ADP Workforce Now and various web-based research applications.
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Chief Financial OfficerCongregation Of St. JosephOak Lawn, Il, Us
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Chief Financial OfficerCongregation Of St. Joseph Jul 2023 - PresentLagrange Park, IlResponsible for the overall strategic and operational financial management of the Congregation of St. Joseph. This includes planning, developing and implementing overall finance and accounting policies. Directs the overall operation of the Finance Department, managing the overall reporting cycle including the development of the annual budget, preparation of internal and external financial reports and coordination of audits and reviews. Areas of focus include: capital management, tax reporting and compliance, risk management and support of affiliate organizations. -
Director Of FinanceCongegation Of St Joseph 2010 - Jul 2023Lagrange Park, Il• Partners with Finance Team to ensure timely month-end and fiscal year-end close processes for the financial reporting of Congregation of St. Joseph, Well Spirituality Center and CSJ Ministries. • Oversees and coordinates annual financial review and IRS Federal 990 for the Well Spirituality Center.• Coordinates with Executive Directors and Board members in developing annual budgets for separately incorporated entities. Assisted departments to prepare annual budgets. Oversees importing of budgets into general ledger.• Member of the Congregation Technology Governance Committee. Led Finance team efforts in moving to Dropbox digital storage platform for files. Administrator role for Abila MIP Fund Accounting general ledger system, ADP Workforce Now and various web-based financial applications.• Coordinates annual IRS Federal 1099 filings. Manages compliance for Illinois and Michigan sales tax returns for the Congregation of Saint Joseph and sponsored ministries.• Oversees local vehicle fleet operations for LaGrange Park location. Champions sustainability practices for the LaGrange fleet, including green driving practices and tracking greenhouse gas emissions.• Reconciles donations to ministry development records, including tracking of restricted donations and grants.• Manages cash flow and banking relationships for ministries and LaGrange bank accounts. Experienced with Authorize.net, Bid Pal, and PayPal credit card processing systems.• Worked with various ministries to separately incorporate, including the establishment of an initial chart of accounts, developing internal control policies and creating a monthly financial review process. • Led project to implement Congregation wide payroll system, working with finance and human resource management to standardize procedures and build consistent practices.
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Tax DirectorCna Insurance 2001 - 2010• Prepared and reviewed tax calculations and related journal entries for a consolidated group of over 40 legal entities, researching disclosure issues under both generally accepted accounting principles (GAAP) and statutory accounting principles (SAP). • Reduced time to book quarterly financial close provisions by 50 percent through process improvements.• Coordinated with various departments as part of the Finance transformation initiative. • Assisted in the management of audits from external auditors and state regulators.• Designed process flows, control matrices and testing plans of internal control processes under Sarbanes Oxley section 404. -
ControllerGreen Coffey Consulting, Inc. 1998 - 2001• Produced all financial statements, tax and payroll filings, and other corporate reports for small consulting firm.• Assisted in preparation of corporate formation documents and process of incorporation.
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Tax ConsultantCna Insurance 1996 - 1998• Prepared tax returns (Forms 1120 and 1120-PC) and performed tax research.
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Staff AccountantErnst & Young Llp 1994 - 1996• Prepared tax returns (Forms 1120, 1120-RIC, 1065, 1040 and 1041).• Performed accrual reviews on mutual funds.
Patricia Coffey Skills
Patricia Coffey Education Details
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Accounting/Theology -
Tax Law/Taxation
Frequently Asked Questions about Patricia Coffey
What company does Patricia Coffey work for?
Patricia Coffey works for Congregation Of St. Joseph
What is Patricia Coffey's role at the current company?
Patricia Coffey's current role is Chief Financial Officer.
What is Patricia Coffey's email address?
Patricia Coffey's email address is pc****@****bor.org
What is Patricia Coffey's direct phone number?
Patricia Coffey's direct phone number is (216) 251*****
What schools did Patricia Coffey attend?
Patricia Coffey attended University Of Notre Dame, Depaul University - Charles H. Kellstadt Graduate School Of Business.
What skills is Patricia Coffey known for?
Patricia Coffey has skills like Financial Analysis, Sarbanes Oxley Act, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Cpa, Gaap, Us Gaap, Peoplesoft, Sec Filings, Hyperion Enterprise.
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PATRICIA COFFEY
Greater Colorado Springs Area4sbcglobal.net, broadlane.com, physcap.com, healthdev.com1 +151062XXXXX
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Patricia Coffey
Massachusetts, United States1winterwyman.com1 +151867XXXXX
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Patricia Coffey
Northbrook, Il5allstate.com, lfgsm.edu, allstate.com, shelterinsurance.com, allstate.com6 +184723XXXXX
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Patricia Coffey
Associate Director Of Admissions - Chicago Booth Executive Mba ProgramGreater Chicago Area
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