Jo Goldberg

I am a highly organised and results-driven Project and Operations Manager with extensive experience in managing operational functions, business administration, and leading cross-functional teams.

I have a proven track record of implementing streamlined processes, optimising resource allocation, and delivering impactful projects that enhance business efficiency and align with organisational goals.

With expertise in operations, stakeholder management, and fundraising, I am adept at supporting senior leadership teams in decision-making, ensuring smooth business operations, and fostering an environment of continuous improvement.

I am seeking a business operations role where I can leverage my skills in managing both the strategic and day-to-day elements to ensure it runs as smoothly and efficiently as possible.

Lead Project Manager

Abbeyfield (Remote, home-based) | Dec 2020 – Nov 2024

Leading transformative operational and HR-related projects as part of Abbeyfield’s five-year transformation programme, I ensured the smooth delivery of business operations and improvements that directly align with organisational goals.

Managed the end-to-end implementation of a national call centre project, improving operational efficiency, saving 60 hours/month for frontline staff and increasing tenancy sign-ups by 12%.
Developed and standardised compliance data gathering processes, reducing reporting time by 90%, contributing to improved office administration.
Directed a critical business process transformation, streamlining the process and increasing efficiency and compliance.
Supported the senior leadership team in strategic decision-making, particularly around policy changes and operational efficiency.
Led key supplier relationships and oversaw contract management.
Developed Terms of Reference and Frameworks along with implementing continuous improvement suggestions to ensure improved and structured ways of working for BAU activities.

Key Achievement: Delivered £750k in savings by managing a cross-functional HR system implementation across 800 staff and 55 sites throughout England.

Key Stakeholders: CEO, Executive Committee, Operations Directors, HR, Finance, Learning & Development, Property, Marketing, external vendors and consultants.

Tools & methodologies: Project governance frameworks (various eg RAID, based around PRINCE2 principles), Waterfall/Agile hybrid, MS Teams, PowerPoint, Excel, MS Office 365, Dayforce, Connect (Intranet)

Head of Department (Fundraising)

Abbeyfield Research Foundation (Remote, home-based) | May 2019 – Nov 2020

Oversaw organisational restructuring and led projects that improved operational and administrative processes within the fundraising department.

Oversaw a strategic restructuring project, facilitating effective communication and support throughout the process.
Conducted workshops with senior staff to identify areas for improvement, fostering a culture of collaboration and innovation.

Key Achievement: Successfully aligned the Foundation’s structure with strategic objectives, resulting in improved operational efficiency.

Key Stakeholders: Trustee Board, CEO, Executive Committee, Marketing Director, Fundraising, Finance.

Tools & methodologies: Excel, PowerPoint, Raiser’s Edge, Connect (Intranet)

Head of Philanthropy Department

Norwood, Stanmore | Mar 2017 – Apr 2019

Directed significant business initiatives, driving transformational and operational change across multiple departments.

Managed a team of 12 and the day-to-day operations of the department, ensuring efficient and compliant administrative processes were in place.
Led HR-related initiatives, including a comprehensive team restructure including the recruitment and development of team members within 3 months of arrival, ensuring alignment with organisational objectives.
Developed new data analysis and reporting processes, reducing reporting time by over 40% and enhancing overall efficiency.
Supported senior leadership in operational planning and decision-making related to team structure and strategy.

Key Achievement: Led the team to exceed a £6m fundraising target against tight deadlines through strategic restructuring, stakeholder management and streamlining of processes.

Key Stakeholders: Trustee Board, CEO, Marketing, Fundraising, Heads of internal services, Property, Finance, Data Analytics, high net worth donors, external vendors, institutional funders, local authorities.

Tools & methodologies: Excel, PowerPoint, Word, Raiser’s Edge

Owner/Director/Project Manager

Gold Consulting (Remote/Client Site) | 2008 – 2018

As a consultant, I specialised in providing administrative support, building cases for support and developing key relationships.

Delivered consultancy services focusing on project and event management, administration and stakeholder engagement, including recruitment and onboarding.
Designed and implemented bespoke training programmes to facilitate project success and income generation, which received 95% positive feedback from attendees.
Collaborated with clients to identify key risks and opportunities during project delivery, ensuring effective management and minimisation of disruption.
Saved a failing project from funds being withdrawn and successfully procured an additional £18k from the same charitable foundation.

Key Achievement: Successfully helped a client raise over £3m for a stalled capital campaign by managing the project process effectively, resulting in tailored strategies and strong stakeholder engagement.

Key Stakeholders: Trustee Board, CEO, Directors, Marketing, Fundraising, Neurologists, Information Team, Clinical Leads, Property, Finance, high net worth donors, institutional funders and charitable trusts.

Tools & methodologies: Word, Excel, PowerPoint, Ionos (Website platform)

Fundraiser (Trusts & Grants)

Norwood, Stanmore | 2003 – 2008

Sector: Children and families, disability (charity)

Responsible for raising voluntary income through charitable trusts, foundations and institutional funders.

Devised an annual strategy for income generation and researched potential funders to approach.
Built relationships with existing and new funders to secure long-term funding prospects, and with internal staff to gather project information and updates on a continual basis.
Crafted compelling funding applications to support funding requests.

Key Achievement: Successfully raised the target income every year.

Tools & methodologies: Excel, PowerPoint, Word, Raiser’s Edge

Management Consultant

BDO Stoy Hayward, London | 2000 – 2002

Sector: Accountancy and Business Advisors / Professional Services

Part of a three-person team providing a range of management consultancy services to professional services companies.

Worked closely with clients to conduct quality mark (BarMark) audits and provided recommendations for improvements.
Collaborated with professional services clients to undertake end-to-end recruitment on their behalf.
Conducted a financial audit at the War Graves Commission in France, working alongside colleagues and the client.
Overhauled the company intranet and created new wireframe by using a consultative approach to requirements gathering.

Key achievement: Successfully project managed the annual national Survey of Barristers' Chambers for three consecutive years, including matrix management, database development, budget setting and management, data analysis, liaison with respondents, and the writing and presenting of the final report.

Tools & methodologies: Excel, PowerPoint, Word, Access, company intranet, Lotus Notes.

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About

Experience

Lead Project Manager

Head of Department (Fundraising)

Head of Philanthropy Department

Owner/Director/Project Manager

Management Consultant

Education

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