(Joanne) Heather Coupland
Quinton,Birmingham
Summary
Accomplished professional with extensive expertise in project management, stakeholder engagement, and strategic leadership. Demonstrates strong analytical thinking and decision-making skills, complemented by a robust background in financial reporting and modelling. Proven track record in diverse fundraising initiatives and government funding expertise. Adept at technical report writing and public speaking, with a commitment to driving organisational success through effective leadership and innovative solutions.
Driven professional with exceptional organisational and leadership skills, combined with ability to manage complex projects and build strong team relationships. Demonstrated expertise in strategic planning and resource allocation, ensuring seamless execution and stakeholder satisfaction. Ready to deliver impactful results in [Desired Position] role.
Driven problem-solver with demonstrated leadership and strategic planning skills. Proficient in project management and team collaboration, ensuring seamless execution of complex initiatives. Capable of delivering significant improvements and achieving project goals.
Driven professional with in-depth knowledge of financial analysis and budgeting. Demonstrates proficiency in leveraging analytical skills and advanced Excel capabilities to optimise financial processes. Aims to enhance financial performance and support strategic decision-making within dynamic organisation.
Overview
30
30
years of professional experience
2
2
years of post-secondary education
Work history
Programme Manager
Oxford Innovation Services Ltd
West Midlands
05.2016 - Current
- Delivered successful project outcomes within deadlines
- Leveraged technology tools for efficient task tracking and reporting.
- Collaborated with senior leadership, aligning project goals with corporate strategy.
- Identified factors in social, political and economic trends with potential policy impacts.
- Established consensus across diverse stakeholder group for alignment with programme goals.
- Oversaw staff operations, training and performance to accomplish objectives.
- Championed customer-focused initiatives, improving client satisfaction rates.
- Developed comprehensive programme plans to achieve strategic objectives.
- Boosted stakeholder satisfaction with consistent communication and updates.
- Established team and project goals, tracking performance and evaluating necessary changes.
- Executed risk assessment strategies to mitigate potential project threats.
- Collaborated with senior stakeholders and external partners, influencing direction in complex environments.
- Improved team efficiency by fostering a collaborative work environment.
Business Finance Specialist
YTKO Limited
Cornwall
09.2013 - 04.2016
- Maintained up-to-date knowledge of XXX
- Fostered positive relationships with clients through excellent customer service skills.
- Updated clients on new financial products for improved investment possibilities.
- Checked investment viability to limit client risk.
- Analysed complex data, enabling strategic decision making.
- Translated financial jargon for complete client understanding.
- Promoted new financial products for enhanced investment scope.
- Streamlined budget planning process to enhance cost efficiency.
- Assessed clients' financial requirements to devise bespoke investment plans.
- Evaluated financial statements, presenting key findings to stakeholders.
- Evaluated fiscal performance using key metrics; provided valuable insights for improvement.
- Enhanced operational efficiency with implementation of financial software systems.
- Negotiated with suppliers and lenders to achieve optimal client prices.
- Evaluated investment performance, recommending adaptations to maximise profit.
- Conducted in-depth market research to identify investment opportunities.
- Researched financial products thoroughly to provide thorough, reliable client guidance.
- Supported clients in setting clear financial goals with plans to achieve them.
- Produced comprehensive financial reports, guiding future investment strategies.
- Developed robust business plans for improved company performance.
- Tailored personalised finance strategies for individual client needs.
Operations Director
Richfords Fire & Flood
Redruth, Cornwall
07.2008 - 12.2011
- Directed day-to-day work of [Number] employees and motivated teams to exceed objectives.
- Reduced costs and improved operations by analysing processes and customer feedback.
- Maintained organisational compliance with applicable legislation and regulations.
- Drafted periodic reports to inform upper management on KPIs and operational issues.
- Allocated resources to teams and projects based on need, performance and availability.
- Spearheaded strategic planning and decision-making processes aligning with mission and stakeholder interests.
- Drove process improvements through implementation of latest technology platforms.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Secured process improvements for increased quality, compliance and efficiency.
- Served as official representative of organisation to public groups or government agencies.
- Fostered a culture of continuous improvement, promoting operational excellence across the organisation.
- Delivered impressive business growth while creating cost-effective solutions to meet required budget.
Group Finance Director
Future Group
York
03.2003 - 06.2008
- Managed timely and accurate reporting of various financial transactions and information for detailed analysis.
- Identified cost-saving opportunities, resulting in significant operational efficiencies.
- Analysed financial performance to implement key improvement strategies.
- Designed dashboards to enhance Business Intelligence and KPI reporting.
- Collaborated with external auditors for smooth completion of audit processes.
- Maintained KPI reporting tools for accurate, up-to-date financial data for decision-making.
- Reduced annual business expenditure through careful expense monitoring.
- Made strategic resource recommendations to improve business profit potential.
- Led finance transformation projects to reach company growth goals.
- Optimised cash flow management to maintain healthy business operations.
- Applied advanced Excel skills to efficiently analyse large data sets.
- Ensured timely preparation of annual accounts and reports.
- Finalised VAT returns with rigorous transaction checks.
- Consolidated comprehensive management accounts, integrating income statements, cashflow and balance sheets.
Business Consultant
Self employed
06.2000 - 02.2003
- Developed complete business plans and operational strategies for new and existing business.
- Fostered strong relationships with clients through exceptional service delivery and consistent follow-ups.
- Led teams on complex projects to achieve business goals successfully.
- Negotiated contracts with vendors, ensuring optimal cost savings.
- Conducted in-depth business analyses to identify opportunities for process improvement.
- Analysed financial data to identify areas of potential cost reduction or revenue generation.
Finance Director
Praze-an-Avers Garage
Redruth, Cornwall
06.1997 - 04.2000
- Analysed financial performance to implement key improvement strategies.
- Forecasted trends and interpreted cash flows to reliably inform business decisions.
- Managed comprehensive budgeting processes, improved overall organisational efficiency.
- Managed daily finance services for smooth business operations.
Finance Director/Company Secretary
Cornish Coffee Ltd
Redruth, Cornwall
01.1995 - 11.1997
- Forecasted trends and interpreted cash flows to reliably inform business decisions.
- Led finance transformation projects to reach company growth goals.
- Implemented cost-control measures, optimising expenditure within budgetary constraints.
- Built strong relationships with external auditors, facilitated smooth auditing process.
- Improved cash flow management to ensure operational stability.
Education
HND Business & Finance -
Plymouth University
Plymouth 09.1992 - 06.1994
Skills
- Project Management
- Stakeholder engagement
- Financial reporting
- Strategic leadership
- Decision making
- Analytical-thinking
- Diverse fundraising experience
- Technical report writing
- Government funding expertise
- Public speaking
- Financial modelling capability
Trustee Positions
Chair of Audit & Risk Committee for Cornwall Museums Trust (CMT) Nov 2020 - Mar 2024
Trustee of Main Board for Cornwall Museums Trust (CMT) Nov 2020 - Mar 2024
References
References available upon request.
Timeline
Programme Manager
Oxford Innovation Services Ltd
05.2016 - Current
Business Finance Specialist
YTKO Limited
09.2013 - 04.2016
Operations Director
Richfords Fire & Flood
07.2008 - 12.2011
Group Finance Director
Future Group
03.2003 - 06.2008
Business Consultant
Self employed
06.2000 - 02.2003
Finance Director
Praze-an-Avers Garage
06.1997 - 04.2000
Finance Director/Company Secretary
Cornish Coffee Ltd
01.1995 - 11.1997
HND Business & Finance -
Plymouth University
09.1992 - 06.1994
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