Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Joanna Nelson

Maidstone,Kent

Summary

Leads business process improvement activity across financial services operations, strengthening decision-making, consistency and case handling. Manages team performance reviews and development plans, while supporting colleagues through clear feedback and practical coaching. Delivers high-quality outcomes independently and collaboratively, with a strong focus on due diligence and stakeholder engagement.

Overview

37
37
years of professional experience

Work History

Business Process Improvement Team Leader

Cabot Financial
12.2011 - Current

Led team in financial industry, managing large data sets and delivering high-quality results independently and collaboratively. Developed and maintained complex SQL queries, supporting business intelligence and reporting needs, optimising performance. Analyse data for the company's Due Diligence processes and engage with clients during Due Diligence sessions. Applied extensive knowledge in debt purchase industry, focusing on tracing processes. Highly motivated, conducting performance reviews, providing constructive feedback and personal development plans

  • Monitored team performance, identifying areas for improvement and implementing corrective actions.
  • Maintained excellent employee relationships by cultivating supportive, positive and helpful working environment.
  • Monitored staff performance and developed improvement plans.

Data Analysist Team Leader

Apex
09.2009 - 11.2011
  • Compiled company reports using Crystal Reporting, analysed large data sets for insights, conducted Due Diligence on company suppliers, applying extensive knowledge of tracing processes to ensure compliance and mitigate risks
  • Managed the data extraction, transformation, and loading processes to maintain data integrity across systems.
  • Prepared detailed reports summarising findings from data analyses, highlighting key recommendations for strategic planning.
  • Analysed large datasets to identify trends, anomalies, and opportunities for business improvements.

Data Analyst

Activ Kapital
03.2000 - 10.2011
  • Managed in-house system, creating letters, updating credit reports, and writing company reports using Access and Crystal Reports to ensure accurate data handling. Loaded new portfolios onto system and assisted in data migration from sister company to enhance data integration.
  • Managed the data extraction, transformation, and loading processes to maintain data integrity across systems.
  • Prepared detailed reports summarising findings from data analyses, highlighting key recommendations for strategic planning.
  • Analysed large datasets to identify trends, anomalies, and opportunities for business improvements.

Additional Roles

Various
08.1989 - 02.2000
  • Manpower - Recruitment Consultant
  • Great Danes Hotel - Bar Manager
  • Great Danes Hotel - Silver Service Waitress
  • Kent Messenger - Classified Advert Team
  • Executed data entry tasks to maintain accurate records
  • Provided daily care for horses to ensure their wellbeing

Education

Higher National Diploma - Advanced National Certificate in Equine Business Management

Plumpton Agricultral College
Sussex
01-1992

A-Levels - Government and Politics, Sociology, Psychology

Mid Kent College
Maidstone, Kent
01-1989

GCSEs - English Literature, English Language, Maths, Human Biology, Geography, History, Home Economics

Swadelands Secondary School
Lenham, Kent
01-1987

Skills

  • SQL query development
  • Due diligence analysis
  • Large data sets
  • Team leadership

Interests

  • Gardening
  • Reading Crime and Thrillers
  • Walking
  • Nature and the Environment

Timeline

Business Process Improvement Team Leader

Cabot Financial
12.2011 - Current

Data Analysist Team Leader

Apex
09.2009 - 11.2011

Data Analyst

Activ Kapital
03.2000 - 10.2011

Additional Roles

Various
08.1989 - 02.2000

Higher National Diploma - Advanced National Certificate in Equine Business Management

Plumpton Agricultral College

A-Levels - Government and Politics, Sociology, Psychology

Mid Kent College

GCSEs - English Literature, English Language, Maths, Human Biology, Geography, History, Home Economics

Swadelands Secondary School
Joanna Nelson