Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Lisa Perez-Lopez

San Antonio,US

Summary

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

23
23
years of professional experience
1
1
Certificate

Work History

Sr. Manager, Global Travel and Expense Operations

BD
10.2023 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Empower direct reports to take ownership of their roles by delegating tasks appropriately, resulting in heightened job satisfaction.
  • Govern the global SAP Concur platform and global Citibank card program for efficiencies, customer satisfaction, and expansions.
  • Cultivate interpersonal skills by building positive relationships with global stakeholders.
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Evaluate vendor performance, selecting the best suppliers based on cost, quality, and delivery timelines.
  • Named Global Process Owner to manage the success of continued business transitions to the business process outsourcing vendor.
  • Ownership of customer issues and followed problems through to resolution.
  • Enhance internal customer satisfaction by listening, troubleshooting issues and implementing new strategies.
  • Technical benchmarking with peers from other organizations to explore opportunities for new processes, identify areas for improvement, and share lessons learned.

Manager, Travel and Expense Operations

BD
01.2022 - 09.2023
  • Support transitional service agreement for business unit divestiture.
  • Led T&E transitions for all merger & acquisitions, ten acquisitions over the last 2 years.
  • Bi-weekly alignment with global T&E team and stakeholders to keep team members aligned and working toward established business goals.
  • Lead bi-weekly knowledge sharing sessions with topics covering configuration of BD Concur environment and implementation of new global credit card programs.
  • Developed and implemented training strategies to meet internal customer goals and needs.
  • Organized the coordination of the annual update to the 2022 global travel & expense policy.
  • Created communications highlighting updates to corporate policy and mitigate complaints from unhappy internal customers.

Global Process Lead for Travel and Expense

BD
03.2020 - 12.2021
  • Lead enhancements/updates to SAP Concur to support market needs.
  • Constructed global governance outline of BD's SAP Concur expense model.
  • Presented monthly governance requests to leadership.
  • Mapped process workflows to enhance understanding of procedures.
  • Executed expansion of global credit card program, expansion to Middle East and Africa markets.
  • Created and ran reporting queries in SAP Concur Cognos reporting tool as requested/required.
  • Coordinated, developed and implemented pre-payment audit tool to minimize company risk of inappropriate spend.

Travel and Expense Team Lead

BD
04.2013 - 03.2020
  • Lead travel and expense team in shared service center environment.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
  • Managed schedules, accepted time off requests and found coverage for short shifts.
  • Subject matter expert for global implementation of SAP Concur expense module.
  • Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
  • Collaborated with global T&E team for the configuration of Service Now catalogue.
  • Prepared and reconfigured clone of legacy SAP Concur expense site for divesture.
  • Traveled to support knowledge transfer of Travel & Expense tasks from an acquired company.
  • Collaborated with procurement the transition and expansion of corporate card program program from legacy vendor to new vendor (travel, purchasing card, meeting card).
  • Lead internal program administrator training of the credit card program.
  • Improved team productivity by implementing efficient project management strategies and streamlining communication channels.

Admin Associate

Kraft Foods / Mondelez International
03.2001 - 04.2013
  • Kraft Foods Inc. started my career in Travel and Expense. During my tenure, I requested to learn and grow with in the department. I worked on all of the teams within the department, pre and post payment audit, reconciliation of cardholder accounts, and relocation management.
  • Earned Six Sigma Yellow Belt and contributed to continuous improvement.
  • Assisted in mapping as is and to be processes to configure Concur for North America.
  • Created test scripts for implementation testing.
  • Participated in initial conversations with internal audit and project team.
  • Led internal customer training sessions via phone, live meetings and in person.
  • Performed knowledge transfer of team tasks to Genpact when positioned were outsourced.

Education

Bachelor of Arts - Fashion Merchandising

University of The Incarnate Word
San Antonio, TX
05.2001

Skills

  • Business Intelligence Gathering
  • Stakeholder Relationships
  • Business Activity Tracking
  • Build Customer Relationships

Affiliations

  • San Antonio North Chamber of Commerce
  • Alumna of the North Chamber Leadership Lab, Nov. 2022
  • San Antonio Prospanica, Oct 2020

Certification

  • Advanced Configuration Training - SAP Concur - Jan 2024
  • Business Process Management, Villanova University, Oct 2021
  • Six Sigma Yellow Belt, 2011

Timeline

Sr. Manager, Global Travel and Expense Operations

BD
10.2023 - Current

Manager, Travel and Expense Operations

BD
01.2022 - 09.2023

Global Process Lead for Travel and Expense

BD
03.2020 - 12.2021

Travel and Expense Team Lead

BD
04.2013 - 03.2020

Admin Associate

Kraft Foods / Mondelez International
03.2001 - 04.2013

Bachelor of Arts - Fashion Merchandising

University of The Incarnate Word

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Lisa Perez-Lopez