Anna Patricia Medina

Owns the books, reconciliations, internal controls, and financial reporting end to end, and supports tax filings and valuation. Restructured financial processes, built the Chart of Accounts, handled crypto accounting, and set up bank reconciliation and internal audit processes.

Supported the CEO with operational needs, wrote SOPs and brand voice guides, and applied AI tools for specific tasks. Ran nonprofit compliance start to finish and owned bookkeeping and reconciliations for the Public Goods Foundation.

Supported the organization through HR, day-to-day operations, contract administration, tax coordination, and SOP development, and gave the CEO direct administrative, financial, and project management support. Introduced AI tools into event prep and internal workflows, improving productivity by roughly 15% and cutting preparation time.

Owned HR end to end and built annual activity budgets with the Program Manager and CEO. Set financial policies, negotiated vendor contracts, processed payments, oversaw annual tax processes, and handled accounting and Swiss legal compliance.

Consulted for small and medium companies on finance, strategy, sales, marketing, and HR, usually starting with a diagnosis and KPI analysis. Designed an organizational development plan for the finance department of Banxico and led two internal trainings.

Owned HR end to end for a DeFi credit protocol, including recruiting, people operations, people analytics, and payroll, and led onboarding and payroll setup for 25 new team members. Led HR and administrative operations, including high-level meeting coordination, travel logistics, and three business retreats.

Coordinated recruitment, onboarding, training, and performance management, building processes that improved team efficiency. Built and onboarded a remote, international 25-person team, and helped drive over €5M in sales and expansion into four markets in under three months.

Valued assets across more than 200 types and launched a secondhand asset marketplace with two auctions at an 80% sell-through rate. Verified invoices and gathered asset data from international suppliers, and identified and stopped fraud attempts.

Founded and led the marketing department for the Spanish offices, building brand positioning and Spanish language content and direct email campaign strategy. Managed the marketing budget, cutting it by 15% in 2011 and 12% in 2012 while still growing sales through direct marketing campaigns.

At Hipotecaria Total, supported a Collateralized Debt Obligation deal with Infonavit and led a new customer report generator. At HSBC Insurance, launched the first damage insurance product sold directly through a website.

Completed a Postgraduate Certificate in Big Data and Business Intelligence in 2021.

Completed an MSc in International Finance at Université de Rennes in 2012.

Completed a Diploma in Experiential Marketing.

Completed a Diploma in Business Management for Small Businesses.

Grade: Graduated with honors

Graduated with honors with a BSc in Business and Finance from Tecnológico de Monterrey.

Completed an AI Ethics course in 2026.

Completed an AI Agents Building Diploma in 2026.

Completed a Certificate in Marketing for Fashion Retail.

Completed a Blockchain for Business diploma.

Participated in the DeFi Talents program.