Lenniece Barnes Davis
York,PA
Summary
Dynamic Tax Accountant and Owner of The Rose Tax Service with extensive expertise in financial reporting and accounts payable. Proven ability to streamline operations and enhance vendor relationships. Skilled in QuickBooks and adept at managing multiple priorities while fostering team collaboration. Committed to delivering exceptional results and continuous learning.
Overview
16
16
years of professional experience
Work History
Tax Accountant - Owner
The Rose Tax Service
01.2010 - Current
- Company Overview: The Rose Tax Service owned and operated since 2010
- Delegate, train, schedule, and manage a team.
- Planning, bookkeeping, marketing, payroll, hiring, and firing.
- Review marketing fluctuations and remain a competitive entity.
- Track cash inflow and outflow, liabilities, and assets
- Payroll, AP/AR, advertising.
- Tax preparation: Individual/Business/Corp
- Quarterly and year-end taxes, 940, 941
- Bookkeeping
- Financial Reports
- Payroll
- Startup Business.
- Audit Assistance
- Client and Account Automation
- Credit Repair
- The Rose Tax Service owned and operated since 2010
Accounts Payable Coordinator - Hybrid
Voith Hydro
York, PA
06.2025 - 09.2025
- Reviewed invoices for accuracy, confirming cost center, ABN, GL A/C approvals, and documentation.
- Executed three-way matching of invoices with purchase orders and receipts for goods/services.
- Processed Accounts Payable transactions promptly, adhering to Voith policies regarding supplier invoices and credit notes.
- Obtained necessary payment approvals and scheduled weekly and monthly payment runs per agreements.
- Created and managed Purchase Orders in SAP, ensuring accuracy and budget alignment.
- Managed vendor accounts through reconciliations, correspondence, and resolution of discrepancies.
- Reconciled supplier statements, investigated variances, and followed up on overdue items efficiently.
- Collaborated with Procurement, Project, HR, and GBS teams to resolve A/P issues and support operations.
Accounts Payable Specialist
CooperBooth Wholesale Co
Mountville, PA
01.2022 - 06.2025
- Managed accounts payable functions, ensuring timely processing of invoices and payments.
- Prepared financial reports and journal entries for CBW, CBT, DOT, and PUGS.
- Processed daily vendor payments via ACH, credit card, checks, EFT, or wire transfers.
- Reviewed purchasing contracts and updated vendor information in the system.
- Reconciled EFT withdrawals to maintain accurate financial records.
- Resolved payment inquiries and billing questions to enhance vendor satisfaction.
- Assisted vendors with purchase orders and corrections to streamline operations.
- Supported audit processes by providing required documentation and reports.
Accounts Payable Specialist
Interior Homes Furnishings
01.2021 - 01.2022
- Processed daily financial transactions by verifying, classifying, and recording accounts payable data.
- Created comprehensive financial reports to support informed decision-making.
- Coded invoices, vouchers, and expense reports with accurate GL codes for proper entry.
- Managed vendor correspondence through mail, phone, and email.
- Matched receivables to purchase orders for accurate inventory linkage in the STORIS system.
- Ensured timely payments and secured discounts by reviewing agreements consistently.
- Reconciled company credit card statements meticulously.
- Analyzed accounts to assist with month-end procedures and audits.
Accounts Payable Specialist
Fox Chapel Publishing
01.2018 - 01.2020
- Processed invoices, vouchers, and expense reports with accurate GL codes for financial system entry.
- Managed vendor correspondence through mail, phone, and email to maintain professional relationships.
- Entered job codes and purchase orders into system to ensure inventory linkage.
- Organized and filed supporting documentation, records, and reports for efficient retrieval.
- Investigated and resolved issues related to invoice processing to streamline operations.
- Prepared batch check runs, wire transfers, positive pay, and ACH transactions accurately.
- Reconciled monthly credit card statements and entered data into system following coding standards.
- Assisted with monthly status reports and month-end closing processes efficiently.
Financial Accounting Assistant
Fink and Company, P.C.
01.2016 - 01.2018
- Executed monthly, quarterly, and annual bookkeeping for multiple clients.
- Established chart of accounts and compiled financial reports.
- Verified, allocated, and posted transactions to maintain subsidiary accounts.
- Processed payroll accurately and timely for diverse companies.
- Analyzed payroll reports, made quarterly tax payments, and prepared year-end forms including W2, W3, 1099, and 941.
- Reconciled and balanced subsidiary accounts through meticulous entry verification.
- Collaborated with internal and external clients to address financial inquiries.
- Updated accounting journals and ledgers, producing financial statements as required.
Education
Associate of Arts - Accounting Degree
Consolidated School of Business
York, PA02-2002
Some College (No Degree) - BA Accounting
Central Penn College
York, PAEnrolled Tax Agent -
York, PASkills
- Computer systems management
- SAP and XFT expertise
BasWare proficiency
ICS knowledge - CRT experience
- Publisher
- Outlook
- MS Office applications
- Windows Pro
- Windows 11
- Peach tree
- QuickBooks software
- Access
- Excel
- acrobat
- Culinet
- Taxwise
- Pro Series (Intuit)
- CFS Tax Tools
- Internet
- Zoom
- Account Automation
- AS/400
- AME
- Famis
- Maxis
- Platinum
- Progress
- PeopleSoft
- Tessitura
- Intuit EasyAcct
- Acumen
- Boss
- Storis
- Accounts Receivables
- Payroll
- Customer Billing
- Collections
- Financial Reports
- Cost Tracking
- File Management
- Bookkeeping
- Typing proficiency
- People skills
- Sales skills
- Communication skills
- Analytical skills
- Online computer skills
- Synthesis skills
- Creative Ability
- Initiative
- Ability to manage multiple priorities simultaneously
- Team Player
- Commitment to learning
References
Upon Request
Other Hard Skills
- Unit Manager Monarch, Pawn Plus 2005-2008
- Teacher Assistant York City School District 2003-2008
- Physician Office Asst Wellspan (Various)
Awards Memberships Certificates
- The Pennsylvania Society of Public Accounts certification
- Federal Income Tax Fundamentals Training 2021
- Medical Terminology Certificate from York Hospital 1998
References
References available upon request.
Timeline
Accounts Payable Coordinator - Hybrid
Voith Hydro
06.2025 - 09.2025
Accounts Payable Specialist
CooperBooth Wholesale Co
01.2022 - 06.2025
Accounts Payable Specialist
Interior Homes Furnishings
01.2021 - 01.2022
Accounts Payable Specialist
Fox Chapel Publishing
01.2018 - 01.2020
Financial Accounting Assistant
Fink and Company, P.C.
01.2016 - 01.2018
Tax Accountant - Owner
The Rose Tax Service
01.2010 - Current
Associate of Arts - Accounting Degree
Consolidated School of Business
Some College (No Degree) - BA Accounting
Central Penn College
Enrolled Tax Agent -
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