Lisa Newton
Raleigh,NC
Summary
Driven and analytical, I excel in operational accounting and client compliance, with a proven track record at Primeritus Financial Services. Skilled in NetSuite and Excel, I adeptly analyze financial transactions and ensure regulatory adherence, enhancing process efficiency. My strong communication fosters effective client relations, significantly contributing to organizational success.
Overview
4
4
years of professional experience
Work History
Operational Accounting Analyst
Primeritus Financial Services
Raleigh, NC
04.2023 - Current
- Accurately analyze, verify, and approve operational transactions for vendors across multiple platforms
- Conduct agent billing research and invoice/fee approval using systems like NetSuite, IBEAM, IRIS, RDN, and SkipPro
- Review repossession transactions for compliance with contracts and assess the reasonableness of client charges
- Ensure timely processing of agent payable transactions to maximize financial results
- Communicate with repossession agents daily via email, phone, or system portals to confirm charges and validate documentation
- Address transaction errors, collaborate across departments, and resolve past-due invoice inquiries via the JIRA ticketing system
Client Account Compliance Analyst
Primeritus Financial Services
Raleigh, NC
03.2021 - 04.2023
- Managed client accounts, ensuring compliance with legal and regulatory standards during repossession processes.
- Delivered timely updates to lenders, resolved billing account inquiries, and maintained Service Level Agreements.
- Oversaw redemption, release, transportation, and key management services for clients.
- Coordinated with field representatives, served as a primary client contact, and delivered comprehensive reports.
Education
BBA - Business Administration
UNVA
Annandale, VASkills
- Billing Systems and Tools: NetSuite
- Billing Systems and Tools: IBEAM
- Billing Systems and Tools: IRIS
- Billing Systems and Tools: RDN
- Data Analysis: Microsoft Excel
- Data Analysis: Microsoft Office
- Data Analysis: NetSuite
- Data Analysis: IBEAM
- Communication: Written and Verbal
- Communication: Client Relations
- Strategic Critical Thinking
- Process Optimization
- Problem Solving: Dispute Resolution
- Microsoft Excel proficiency
- Accounts analysis
- Regulatory compliance
- Data analysis
Timeline
Operational Accounting Analyst
Primeritus Financial Services
04.2023 - Current
Client Account Compliance Analyst
Primeritus Financial Services
03.2021 - 04.2023
BBA - Business Administration
UNVA
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