Joann Medina
Toronto,ON
Summary
Experienced in team management, process optimization, and delivering consistent results. Result-oriented people leader with deep customer service knowledge and strong dedication to exceptional support. Knowledgeable and dedicated professional in this field. Solid team player with an outgoing and positive demeanor that fosters collaboration and promotes a supportive work environment.
Overview
18
18
years of professional experience
Work History
Student Enrolment Advisor & Bookkeeper
Trillium Med Village & Trillium Vocational Institute
2025.01 - 2025.06
- Developed and executed student recruitment strategies, including open houses, campus tours, and outreach campaigns, resulting in increased program enrollment
- Advised prospective students on program options, admission procedures, tuition fees, and financial aid, supporting a seamless enrolment experience
- Maintained accurate CRM and Excel records for student applications, placements, and tuition payments, ensuring timely reporting and compliance
- Managed accounts receivable, tuition collection, and contractor payments, while maintaining up-to-date bookkeeping and payroll records in alignment with CRA regulations
- Coordinated with internal departments and external partners to streamline student placements, scholarships, and experiential learning opportunities
- Conducted inventory audits and oversaw supply procurement for medical equipment, textbooks, and learning materials across departments
- Assisted with ROEs, T4s, and monthly financial reporting, supporting audits, reconciliations, and budget tracking with strong attention to detail.
Accounting & Office Administrator
Trillium Med Village
2023.07 - 2024.04
- Managed accounts payable and receivable, billing, and collections while ensuring adherence to internal accounting policies.
- Maintained accurate financial records, prepared reports, and processed payroll and expense reimbursements for employees and contractors.
- Provided administrative support including document management, correspondence handling, and CRM data entry and maintenance.
- Drafted employment and reference letters, coordinated internal meetings, and assisted in procurement and supply management.
- Collaborated with sales and customer service teams to align financial, marketing, and client service activities.
- Supported recruitment efforts for both students and employees at Trillium Med Village (TMV) and Trillium Vocational Institute (TVI).
Accounting Administrator
Trillium Med VIllage
2023.07 - 2024.04
- Enhanced department productivity through effective delegation of tasks and cross-training team members.
- Processed bank deposits and reconciled financial statements.
- Reduced errors in payroll processing by implementing automated time tracking systems and conducting thorough reviews before submission.
- Achieved streamlined financial processes by implementing efficient accounting systems and procedures.
- Tracked expenses, budgets, taxes, and managed financial transactions, ensuring timely payroll processing and accurate financial reporting.
- ·Maintain financial records, prepare reports, and manage payroll/expenses for employees and contractors
Account Associate
Trillium Med Village
2022.10 - 2023.07
- Tracked expenses, budgets, and taxes while managing financial transactions to ensure timely payroll processing and accurate financial reporting fore.
- Monitored accounts payable and receivable, reconciled subsidiary ledgers, and ensured compliance with legal and regulatory requirements.
- Prepared and distributed regular financial reports (weekly, monthly, and annually) to management and relevant departments.
- Recorded all financial transactions accurately, utilizing a structured chart of accounts to maintain organized and transparent accounting.
- Supported the development and implementation of an ERP system for TMV to streamline and secure financial operations.
Senior Area Manager
Commonwealth Credit Cooperative
2018.03 - 2022.07
- Led and managed a team of 14 Loan Facilitators, providing individualized coaching, performance feedback, and continuous support.
- Built strong team relationships by setting clear goals, fostering a growth mindset, and promoting a collaborative work environment.
- Oversaw onboarding processes, resolved operational issues, and ensured alignment with company values and culture.
- Achieved a 200% increase in sales and revenue through the development and execution of targeted marketing strategies.
- Reviewed and finalized loan application approvals and savings withdrawal requests in compliance with policy guidelines.
- Introduced innovative process improvements that enhanced productivity and reduced operational costs.
Finance Analyst
Asiapro Multipurpose Cooperative
2014.06 - 2018.02
- Managed a team of 14 Loan Officer, ensuring they were equipped and motivated to excel in their roles and acted as their first point of escalation
- Conducted coaching sessions and led team huddles to provide feedback, guidance, and manage performance
- Generated and analyzed performance reports, identifying areas of improvement and implementing strategies
- Served as the final approver for loan applications, overseeing the decision-making process
MSLG Branch Coordinator
Asiapro Multipurpose Cooperative
2011.06 - 2014.05
- Oversaw and managed member accounts, providing assistance with savings programs and loan applications, ensuring timely and effective communication with members
- Reviewed, evaluated, and processed loan applications, ensuring compliance with cooperative policies and facilitating loan disbursements
- Prepared and analyzed financial reports for branch operations, including savings balances, loan repayments, and delinquency rates, and provided updates to management
- Ensured branch operations complied with regulatory requirements and cooperative standards, while identifying and mitigating risks related to savings and loan services
- Led and trained branch staff to deliver high-quality service, ensuring staff understood savings and loan products and could effectively assist members
Tele Collector
Asiapro Multipurpose Cooperative
2010.05 - 2011.01
- Contacted clients via phone to remind them of outstanding billing payments and negotiated payment terms to resolve delinquent accounts
- Updated and maintained records of collection efforts, payment agreements, and follow-up actions in the system
- Assisted clients with billing-related inquiries and resolved disputes regarding outstanding payments
- Worked closely with the finance and collections team to track payment statuses and report on collection progress
- Met or exceeded monthly collection goals by efficiently handling calls and successfully negotiating client payments
Billing & Payroll Processor
Asiapro Multipurpose Cooperative
2008.11 - 2010.04
- Managed and processed payroll, billing statements for Alaska Milk Corporation, ensuring accurate and timely payments to employees
- Updated and maintained payroll records, including adjustments, deductions, and employee benefits
- Monitored and reconciled payroll and billing discrepancies, ensuring alignment between financial records and client accounts
- Ensured that payroll and billing operations complied with company policies and local regulations, handling any necessary audits or reports
- Managed payroll data entry and processing for more than 2,000 employees to comply with predetermined company guidelines.
Branch Sales Consultant
Citi Financial
2007.07 - 2008.08
- Assisted clients in selecting financial products and services that suited their needs, such as loans and credit products
- Consistently met or exceeded branch sales goals by promoting Citi Financials’ products to potential clients
- Guided clients through the loan application process, ensuring accuracy and completeness of required documents
- Built and maintained long-term relationships with clients by providing excellent customer service and follow up support
Education
Post Graduate Certificate - Global Business Management
Centennial College
Toronto, ON04.2024
Master’s - Business Management (WES Canadian Equivalency Master’s Degree)
Capitol University
Philippines05.2021
Skills
- Team Leadership
- Financial Management
- Customer Service
- Data Analysis
- Process Improvement
- Regulatory Compliance
- Marketing Coordination
- Training & Development
- Administrative Support
- Critical Thinking
Timeline
Student Enrolment Advisor & Bookkeeper
Trillium Med Village & Trillium Vocational Institute
2025.01 - 2025.06
Accounting & Office Administrator
Trillium Med Village
2023.07 - 2024.04
Accounting Administrator
Trillium Med VIllage
2023.07 - 2024.04
Account Associate
Trillium Med Village
2022.10 - 2023.07
Senior Area Manager
Commonwealth Credit Cooperative
2018.03 - 2022.07
Finance Analyst
Asiapro Multipurpose Cooperative
2014.06 - 2018.02
MSLG Branch Coordinator
Asiapro Multipurpose Cooperative
2011.06 - 2014.05
Tele Collector
Asiapro Multipurpose Cooperative
2010.05 - 2011.01
Billing & Payroll Processor
Asiapro Multipurpose Cooperative
2008.11 - 2010.04
Branch Sales Consultant
Citi Financial
2007.07 - 2008.08
Post Graduate Certificate - Global Business Management
Centennial College
Master’s - Business Management (WES Canadian Equivalency Master’s Degree)
Capitol University