Lizeth Velasco sernaLS
Open to opportunities

Lizeth Velasco serna

@lizethvelascoserna

Finance professional with expertise in business development and administration.

United States

What I'm looking for

I am seeking a role that allows me to leverage my finance expertise while contributing to a collaborative and growth-oriented company culture.

I am a dedicated finance professional with a Master's degree in Finance and a Bachelor's degree in Administration. My career has been marked by a commitment to improving organizational processes and enhancing client relationships. I have experience in various roles, including billing assistant, purchasing assistant, and English teacher, where I have honed my skills in financial reporting, inventory management, and customer service.

Throughout my career, I have successfully managed invoicing, prepared financial statements, and developed procedure manuals for local companies. My ability to track shipments and manage purchasing processes has allowed me to contribute significantly to the efficiency of operations in my previous roles. I am passionate about fostering lasting relationships with clients and ensuring their financial needs are met with precision and care.

Experience

Work history, roles, and key accomplishments

OS

Billing Assistant

OCIN Interpretation Services

Apr 2024 - Mar 2025 (11 months)

Responsible for creating sales and savings reports, developing templates from scratch, and meeting client deadlines. Prepared and sent invoices to clients like law firms and insurance companies using Quickbooks and company platforms. Managed payments for interpreters and vendors, ensuring accuracy and resolving inquiries.

PP

English Teacher

PRONI (National English Program)

Aug 2023 - Dec 2023 (4 months)

Taught English to children aged 7-12 according to the PRONI program curriculum. Managed classroom activities and student progress effectively. Ensured adherence to educational guidelines and fostered a positive learning environment.

KV

Purchasing Assistant

Koos Mexico S. A. de C. V.

Aug 2022 - Aug 2023 (1 year)

Tracked international material shipments from other countries to Mexico and the USA. Supported national purchases and monitored international purchases, including customs releases. Reviewed, compared, and sent invoices to the accounting area, managing requisitions through the purchasing process.

KV

Language Manager Assistant

Koos Mexico S. A. de C. V.

Mar 2018 - Dec 2021 (3 years 9 months)

Monitored thread and greige inventory, scheduling and tracking manufacturing orders per season. Placed knitting, dyeing, and printing orders through the PolyPM system. Transferred fabric rolls to sewing areas and prepared fabric shipments, supporting information preparation for cutting and sewing areas.

OI

Accounting Clerk

Ober Gatlinburg Inc.

Jan 2017 - Jan 2018 (1 year)

Collaborated on daily revenue and sales reports by running the company's POS system, Sirusware. Provided support to accounting cashiers and acted as a cashier when required. Responsible for closing all cashiers and verifying money at closing time.

CV

Credit Union Teller

Caja Popular Mexicana S. C. de A. P. de R. L. de C. V.

Jul 2012 - Feb 2014 (1 year 7 months)

Received and registered cash deposits, service checks, credit, investment, and savings from members. Delivered and recorded cash withdrawals, credit checks, investments, savings accounts, and remittances. Guided clients in their financial needs and resolved complaints efficiently.

Education

Degrees, certifications, and relevant coursework

CA

Cuauhtemoc University Aguascalientes

Master degree, Finance

Focused on advanced financial concepts and their application in business. Gained expertise in financial statement analysis and strategic financial planning.

CU

Calvillo Technological University

Bachelor degree, Administration

Activities and societies: Development of procedure manuals as university projects for local companies. Financial statement analysis.

Studied business development and innovation with a major in finance. Developed skills in invoicing, scheduling, reporting, and material acquisitions.

TA

Technological University of North of Aguascalientes

Advanced Technician, Human Resources

Completed a university-level program in Human Resources. Acquired foundational knowledge in HR practices and principles.

Tech stack

Software and tools used professionally

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Lizeth Velasco serna - Billing Assistant - OCIN Interpretation Services | Himalayas