Summary
Overview
Work history
Education
Skills
References
Accomplishments
Timeline
Generic

Lisa Day

Gloucester,Gloucestershire

Summary

Detail-oriented and highly organized professional with 25+ years of administrative and governance experience across finance, education, local government, and the charity sector. Proven track record in risk management, regulatory compliance, and policy enforcement. Adept at developing internal controls, managing risk registers, and supporting senior leadership in achieving operational and legislative excellence. Known for discretion, integrity, and the ability to influence stakeholders at all levels, including Trustees, MPs, and representatives of the Royal household.

Overview

37
37
years of professional experience
6
6
years of post-secondary education

Work history

Administrator, Education Business Support Team, supporting Multi Agency Support Service (MASS)

Gloucestershire County Council
Gloucester, Gloucestershire
2024.11 - 2025.09
  • Administering Multi Agency Support Service (MASS) meeting, ensuring compliance with safeguarding and educational protocols, including minute taking and action recording.
  • Conducting data integrity reviews and updated intervention tracking systems.
  • Enhanced spreadsheet systems to improve visibility of intervention timelines and case ownership.
  • Integrated MS365 Apps Planner & Lists into processes improving department workflow.
  • Ensuring GDPR compliance in handling sensitive educational data.

Executive Assistant and Board Secretary

Penny Brohn UK
Bristol, Avon
2022.11 - 2024.11
  • Provided comprehensive executive support to the CEO, ensuring seamless daily operations through efficient diary management, coordination of meetings with senior leadership, handling of expenses, and meticulous planning of travel and accommodation.
  • Led the redesign of the charity's Risk Register improving strategic oversight by the Trustees.
  • Prepared high-quality meeting materials, including PowerPoint presentations, to facilitate strategic decision-making and effective communication.
  • Updated and maintained the charity's Policies Register.
  • Supported governance processes including AGM planning, Board reporting, compliance documentation including minute taking and following up actions.
  • Ensured adherence to Charity Commission standards and governance protocols.
  • Supported the CEO issuing and reviewing lettings contracts.

Trust Secretary (Voluntary Role)

Dr Jenner’s House
Berkeley, Gloucestershire
2022.07 - 2023.11
  • Facilitated Trustee meetings and ensured compliance with Charity Commission governance guidelines.

Trustee, Assistant Scout Leader & District Badge Secretary (Voluntary Roles)

Cotswold Vale District Scouts
Dursley, Gloucestershire
2007.06 - 2022.12
  • Discharge of Trustee duties in accordance with Charity Commission Guidelines and the Cotswold Vale Scout Council Constitution.
  • Supported youth programming with risk-aware planning and compliance with safeguarding policy.

Clerk to Local School Board – SGS Berkeley Green UTC & SGS Pegasus School (Patchway, Bristol)

SGS Academy Trust
Cinderford, Gloucestershire
2017.06 - 2022.08
  • Delivered full governance support across two schools, ensuring compliance with DfE and Trust policies.
  • Coordinated exclusion and complaints hearings ensuring meetings adhered to statutory timeframes and guidelines.
  • Delivered on-boarding training for new Board members.
  • Maintained training records and registers of pecuniary interest for Board members.

Self Employed

LD Office Support
Berkeley, Gloucestershire
2006.04 - 2010.12
  • Managed print production and distribution of training materials for a work/life balance training provider, including liaison with trainers and attendees, sourcing promotional assets, and handling invoicing.
  • Prepared financial documentation for accounting purposes for a small Engineering firm, ensuring timely submissions.

Clerk to the Governing Body

Berkeley Primary School
Berkeley, Gloucestershire
2007.10 - 2009.10
  • Administrative support for the governing body meetings including accurate minute taking and follow up of actions.
  • Designed and implemented conflict of interest tracking system for Governors.

Senior Business Continuity Officer

Lloyds Banking Group (previously Cheltenham & Gloucester)
Gloucester, Gloucestershire
1999.04 - 2004.11
  • Developed and tested 52 departmental Business Recovery Plans.
  • Led crisis management exercises with senior executives to ensure operational resilience.

Supervisor, Mortgage Support

Lloyds Banking Group (previously Cheltenham & Gloucester)
Gloucester, Gloucestershire
1994.11 - 1999.04
  • Lead and managed a team of 10 colleagues scrutinising mortgage data integrity.
  • Successfully designed and implemented new performance appraisal system.

Senior Clerk, Mortgage Accounts

Lloyds Banking Group (previously Cheltenham & Gloucester)
Gloucester, Gloucestershire
1991.10 - 1994.11
  • Handled sensitive customer communications and liaised with life assurance providers.
  • Processed amendments to residential mortgages within agreed timelines.

Mortgage Accounts Clerk

Halifax Banking Group (Previously Halifax Building Society)
Cheltenham, Gloucestershire
1990.01 - 1991.10
  • Managed a caseload of mortgage accounts between 0-4 months in arrears.
  • Answered general mortgage enquiries and provided cashiering services.

Machine Room Clerk

Barclays Bank
Gloucester, Gloucestershire
1988.08 - 1990.01
  • Worked as part of a team to input and balance the day’s entries.

Education

BTEC Certificate - Management Studies

Gloucestershire College of Arts and Technology
1997.01 - 1998.01

GCSEs -

Beaufort Community School
Tuffley, Gloucester
1983.09 - 1988.08

Skills

  • Regulatory compliance and governance in the non-profit sector
  • Board level minute taking and meeting co-ordination
  • Risk assessment and mitigation
  • Policy development and enforcement
  • Internal controls and audit preparation
  • Data analysis and reporting
  • Stakeholder engagement
  • Discretion and confidentiality
  • Microsoft 365 suite including Outlook, Excel, Planner and Lists
  • Business Continuity Planning
  • Trustee training and onboarding co-ordination

References

References are available upon request.

Accomplishments

Duke of Edinburgh Gold Award - 1996

Timeline

Administrator, Education Business Support Team, supporting Multi Agency Support Service (MASS)

Gloucestershire County Council
2024.11 - 2025.09

Executive Assistant and Board Secretary

Penny Brohn UK
2022.11 - 2024.11

Trust Secretary (Voluntary Role)

Dr Jenner’s House
2022.07 - 2023.11

Clerk to Local School Board – SGS Berkeley Green UTC & SGS Pegasus School (Patchway, Bristol)

SGS Academy Trust
2017.06 - 2022.08

Clerk to the Governing Body

Berkeley Primary School
2007.10 - 2009.10

Trustee, Assistant Scout Leader & District Badge Secretary (Voluntary Roles)

Cotswold Vale District Scouts
2007.06 - 2022.12

Self Employed

LD Office Support
2006.04 - 2010.12

Senior Business Continuity Officer

Lloyds Banking Group (previously Cheltenham & Gloucester)
1999.04 - 2004.11

BTEC Certificate - Management Studies

Gloucestershire College of Arts and Technology
1997.01 - 1998.01

Supervisor, Mortgage Support

Lloyds Banking Group (previously Cheltenham & Gloucester)
1994.11 - 1999.04

Senior Clerk, Mortgage Accounts

Lloyds Banking Group (previously Cheltenham & Gloucester)
1991.10 - 1994.11

Mortgage Accounts Clerk

Halifax Banking Group (Previously Halifax Building Society)
1990.01 - 1991.10

Machine Room Clerk

Barclays Bank
1988.08 - 1990.01

GCSEs -

Beaufort Community School
1983.09 - 1988.08
Lisa Day