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Joel Lewin

@joellewin

Junior Accountant at HARTFORD DISTRIBUTORS INC. improving invoice reconciliation workflows and maintaining 99%+ accuracy.

United States

Message

At HARTFORD DISTRIBUTORS INC., I process and reconcile high-volume invoices using Xero and Encompass, maintaining 99%+ accuracy across product pricing, freight, credits, and inventory transactions. I also reconcile GL accounts and build Excel models to analyze transaction data.

I support month-end close and audit preparation by organizing BOLs, validating records, and maintaining documentation. Previously, as a Loan Operations Specialist (Contract Role) at Planet Home Lending, I analyzed loan modification transactions and developed Excel reports to track modification status and discrepancies.

Experience

Work history, roles, and key accomplishments

Current

Junior Accountant

Current

Hartford Distributors Inc.

Sep 2023 - Present (3 years 1 month)

Process and reconcile high-volume invoices using Xero and Encompass, ensuring 99%+ accuracy across product pricing, freight, credits, and inventory transactions. Perform GL account reconciliations, build Excel PivotTables and VLOOKUP models, and support month-end close and audit preparation.

Xero Encompass Excel Pivot Tables V Lookups GL Reconciliation Three Way Match Month End Closing Audit Preparation Direct Store Delivery Data Validation Workflow Efficiency

Loan Operations Specialist

Planet Home Lending

Mar 2023 - Sep 2023 (6 months)

Conducted detailed analysis on loan modification transactions using MSP, validating interest rate changes, payment adjustments, and maturity date updates. Cleaned and audited datasets, monitored loan categories, and developed Excel reports tracking modification status and processing timelines.

MSP Excel Data Analysis Data Cleaning Compliance Power BI Reporting