Lisa Visitacion

Administrative Professional and Business Analyst with extensive experience managing complex workflows, maintaining accurate records, and supporting daily operations with minimal supervision. Skilled in data entry, reporting, and organizing files with precision and confidentiality. Experienced in handling accounting tasks including accounts payables, reconciliations, and preparing financial summaries.

Known for clear communication, sound judgment, and creating a welcoming, respectful, and efficient office environment.

Process & Capabilities Analyst 5- AMS SOX Auditor & Controller - HP Inc. - Palo Alto, CA

(2025-01 - 2025-05)

Analyze commercial pricing quotations to ensure proper approval is provided based on current approval delegation matrix.

• Communicated audit findings, recommendations, and risk insights to key stakeholders to proactively address pricing discrepancies and prevent potential revenue losses from incorrect pricing on quotes.
• Performed checkpoints with stakeholders to review failed audit findings and ensure remediation is completed.
• Provided timely updates on audit investigations and ensure alignment with organizational objectives.
• Coordinated with SOX Audit Lead and auditors to review status on controls testing and provide insights for enhancing control effectiveness.
• Managed sensitive operational work involving SOX controls, pricing compliance, and federal authorization audits.
• Recommended improvements to enhance key controls, driving ongoing optimization of the SOX program.
• Engaged in key projects to ensure pricing compliance is covered in ongoing discussions.
• Conducted monthly audit control to ensure users are Federal authorized to access pricing quotes.

Process & Capabilities Manager III- NA CPQ Pricing Pillar Lead - HP Inc. - Palo Alto, CA

(2021-02 - 2024-12)

Represents the needs of the business as development and features are created for the PriceHub tool and assist in UAT testing.

• Collaborated with IT and Development Team on test scenarios and test scripts to ensure business needs are met for digital transformation initiatives.
• Identified and documented defects working with IT and Development Team to resolve and re-test solution.
• Ensured proper change management is in place for deployment of the PriceHub tool to over 3000 users.
• Provided quarterly training to over 30 new hire US Sales Representatives on the Eclipse and PriceHub tools.
• Provided ongoing quarterly and monthly business reviews to leadership and stakeholders on digital transformation pricing tool updates, focus areas and call to action items.
• Led and collaborated with project team to ensure successful deployment of cMPS Catalog Application Tool.
• Led process improvement and operational transformation initiatives to enhance efficiency, consistency, and high-quality service delivery across pricing and quoting operations.
• Applied a customer focus mindset to improve user, employee, and stakeholder experience through streamlined workflows and enhanced digital tools.
• Created communications to internal stakeholders informing of new processes or initiatives.
• Project Manager for NA CPQ Integrated Quoting cMPS to increase adoption, meet TAT goals, and metric reporting.
• Conducted monthly Federal access audit control using Guardian and Eclipse tools.
• Market liaison for the Special Pricing Communication tool (pComm) and provided ongoing pComm tool regression and User Acceptance testing, sign-off of new capabilities, and training to stakeholders.

Process & Capabilities Manager III - Manager, NA Reseller P-AOM - HP Inc. - Palo Alto, CA

(2020-02 - 2021-01)

Manage staff activities in solving common and complex business/technical issues within established policies.

• Provided guidance on process improvements and recommended changes in alignment with organization strategy.
• Planned, managed, and monitored operational/tactical activities of Staff.
• Recruit and support the development of direct staff members.
• Provided guidance on processes/programs of moderate to high complexity.
• Led program improvements to ensure backend financial claims are compliant.
• Identified potential issues and recommended solutions.
• Collaborated with stakeholders to ensure recovery of claim overpayments relating to price increase actions.

Process & Capabilities Manager II- AMS Special Pricing Program Manager - HP Inc. - Palo Alto, CA

(2016-11 - 2020-01)

AMS regional lead/focal point for special pricing programs.

• Worked on complex problems/projects requiring in-depth analysis and evaluation.
• Led and/or provided expertise to functional project teams.
• Act as an expert providing direction and guidance to process improvements and establishing policies.
• Communicated tactical process decisions and plans, issues, and workarounds.
• Collaborated with operational teams to gather business requirements, support the design of new or improved processes, and understand business impacts.
• Standardized workflows and documentation to improve consistency and reduce manual effort across regional pricing programs.
• Maintained AMS Special Pricing Guidelines document to ensure alignment with Corporate Marketing Sales & Policies team.

Process & Capabilities Manager II- AMS Eclipse Regional Lead - HP Inc. - Palo Alto, CA

(2015-10 - 2016-10)

AMS Eclipse regional lead/focal point for WW, IT, and application users.

• Executed test scripts for new releases, logged defects, and provided sign-off.
• Provided ad hoc reporting to business stakeholders and management by running Business Objects SQL queries.
• Provided key updates to system issues, changes for upcoming releases, break/fix issues, system downtime, and IT resolution where applicable.
• Created training documentation for application functionality or changes.
• Established and maintained process documentation consistent with regional objectives.

Master of Business Administration - University of Phoenix (2004-12)

Bachelor of Science in Business Administration - Finance - San Jose State University (2000-12)