Joanna Gregory
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Joanna Gregory Email & Phone Number

Lead Business Analyst - Business and Service Transformation at Hargreaves Lansdown
Location: Bristol, England, United Kingdom 11 work roles 8 schools
1 work email found @hl.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@hl.co.uk
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Current company
Role
Lead Business Analyst - Business and Service Transformation
Location
Bristol, England, United Kingdom
Company size

Who is Joanna Gregory? Overview

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Quick answer

Joanna Gregory is listed as Lead Business Analyst - Business and Service Transformation at Hargreaves Lansdown, a company with 2086 employees, based in Bristol, England, United Kingdom. AeroLeads shows a work email signal at hl.co.uk and a matched LinkedIn profile for Joanna Gregory.

Joanna Gregory previously worked as Centre of Excellence Manager - Business Design and Analysis at Hargreaves Lansdown and Senior Business Analyst at Hargreaves Lansdown. Joanna Gregory holds Bcs Diploma In Business Analysis, Pass from Assistkd.

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Email format at Hargreaves Lansdown

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{first}.{last}@hl.co.uk
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Profile bio

About Joanna Gregory

Joanna Gregory is a Lead Business Analyst - Business and Service Transformation at Hargreaves Lansdown. She possess expertise in process improvement, business analysis, requirements gathering, stakeholder management, management and 14 more skills. Colleagues describe her as "I worked very closely with Jo on a FinCrime project. It was such a huge reassurance to have Jo as a business analyst on the project. She had such an in-depth working knowledge of the relevant internal business processes and had strong relationships and communication channels with collaborating teams and stakeholders. As a developer, I could always rely on Jo to quickly understand a query or blocker and to reliably give a decision or escalate within a very short time frame. Jo also had a very good handle on all of the many components of the project that were in a constant state of flux and with complex interdependencies. Jo had a pragmatic and flexible approach that delivered the best value to the business and readily adapted as the project evolved. In addition to being a valued team member, Jo was a real pleasure to work with. Jo’s positivity and sense of humour always uplifted the whole team’s morale. I highly recommend Jo." and "Jo and I worked closely for 16 months on a complex regulatory programme at Hargreaves Lansdown. Although we had our own deliveries, there were a lot of overlaps in our activities. Jo was an absolute joy to work with, her knowledge and experience is truly outstanding. She picks things up very quickly (no matter how complex they are) and is fantastic at communicating with stakeholders, as well as with development teams. Jo also goes out of her way to help and mentor people, which I know has been invaluable in helping other colleagues develop. There are far too many things to list that Jo is good at, so I will summarise by saying she is one of the best BAs I have ever worked with. She really is exceptional and is a valuable asset to any company. I loved working with Jo and hope we can work together again some day."

Listed skills include Process Improvement, Business Analysis, Requirements Gathering, Stakeholder Management, and 15 others.

Current workplace

Joanna Gregory's current company

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Hargreaves Lansdown
Hargreaves Lansdown
Lead Business Analyst - Business and Service Transformation
Bristol, GB
Website
Employees
2086
AeroLeads page
11 roles · 21 years

Joanna Gregory work experience

A career timeline built from the work history available for this profile.

Centre Of Excellence Manager - Business Design And Analysis

Current
  • Key achievements
  • Developed and implemented a BA Service Framework (BASF) within the BA function and communicate to the wider business
  • Introduce a Statement of Work, aligned to the BASF, which is now completed by all BAs when assigned to initiatives, allowing them to have a clear direction of what is required, and the BA function understand the.
  • Creating a skills matrix for the BA Team, allowing each person to be able to identify areas of improvement
  • Successfully enrolled and supported 8 BAs onto a working BA Apprenticeship, allowing them to build up a well-rounded tool kit, and be more successful in their role
  • Implemented and facilitated quarterly BA Face to Face days, encouraging all BAs to attend the office for the day, allowing us to discuss and improve our team skills with collaborative, engaging sessions
Oct 2022 - Present

Senior Business Analyst

Bristol, England, United Kingdom

- Worked as the Lead BA within the Financial Crime programme, automating the processing of regular reverification and rescreening of c1.8m Clients- Supported with work allocations to other BAs within the programme - Provided coaching / mentoring to other BAs within the programme - Worked with the training team to provide clear training guides and process.

Nov 2020 - Oct 2022

Business Change Analyst

  • During my time at Triodos Bank I have worked on some key business projects, some highlights of these are;Implementing Crowdfunding RegulationsThe key skills to complete for these projects were:
  • Identify issues with implementing the new regulations
  • Problem solving techniques to remove any issues with the new process
  • Redesign and mapping of the new Customer Journey
  • Signoff on the revised process
  • Co-ordination of hard and soft copy changes
Jun 2014 - Nov 2020

Processing Systems Team Co-Ordintor

Computershare Investor Services
Jan 2014 - May 2014

Product Analyst

Computershare Investor Services

Bristol, United Kingdom

  • During my time as a Product Analyst within the BIG team my duties have been focused predominantly around the internal Workflow application. My responsibilities included;
  • Facilitating feedback sessions with heads of departments/managers to discuss conclusions of analysis
  • Reviewing requests raised to identify suitable candidates for automation and/or process improvements
  • Providing automated solutions where possible, to reduce risk, process steps, touch points and cost
  • Producing process documentation to support implemented changes
  • Post live support to the business users
May 2013 - Dec 2013

Business Analyst

Computershare Investor Services

Computershare Investor Services

  • During my first 2 years as a Business Analyst I was solely responsible for all small change items raised by the business, this included Regulatory changes, Efficiency process improvements, Cost Saving process.
  • Collated and documented requirements
  • Held workshops with the business
  • Liaised between developers and all relevant business units
  • Identified and documented UAT plans
  • Co-ordinated UAT sessions with the business areas impacted by the change
Dec 2009 - May 2013

Team Coach

Computershare Investor Services
  • Whilst in the QA team I assisted my Team Leader with various additional tasks. I maintained a coaching log, used to request agents who required coaching, and maintained a database with all agents’ individual monthly.
  • Monitoring inbound calls to the contact centre
  • Monitoring outbound calls for campaigns
  • Provide feedback and coaching when calls were not to the required standard
  • Provided support and information to call agents when they were struggling to understand correct processes/DPA procedures and
  • Support the training team when new skills were being delivered to new and existing agents
Aug 2008 - Dec 2009

Customer Service Representative (Csr)

Computershare Investor Services

My initial position at Computershare was as a call agent in the Contact Centre. I quickly progressed to the high skill set answering inbound calls from Shareholders, Executors, Solicitors and third parties. During this time I was put forward by my Managers to be involved in User Acceptance Testing for Contact. This involved completing UAT scenarios.

Aug 2007 - Aug 2008
Team & coworkers

Colleagues at Hargreaves Lansdown

Other employees you can reach at hl.co.uk. View company contacts for 2086 employees →

8 education records

Joanna Gregory education

Bcs Diploma In Business Analysis, Pass

Assistkd

Mental Health First Aider

Mhfa

Education record

Broadlands Secondary School

Bcs, Modelling Business Processes

Assistkd

Bcs

Assistkd

Activities and Societies: Business Analysis Practice

Foundation Certificate In Business Analysis

Bcs

Bcs Certificate In Requirements Engineering

Bcs

Lean, White Belt

Internal Training
FAQ

Frequently asked questions about Joanna Gregory

Quick answers generated from the profile data available on this page.

What company does Joanna Gregory work for?

Joanna Gregory works for Hargreaves Lansdown.

What is Joanna Gregory's role at Hargreaves Lansdown?

Joanna Gregory is listed as Lead Business Analyst - Business and Service Transformation at Hargreaves Lansdown.

What is Joanna Gregory's email address?

AeroLeads has found 1 work email signal at @hl.co.uk for Joanna Gregory at Hargreaves Lansdown.

Where is Joanna Gregory based?

Joanna Gregory is based in Bristol, England, United Kingdom while working with Hargreaves Lansdown.

What companies has Joanna Gregory worked for?

Joanna Gregory has worked for Hargreaves Lansdown, Triodos Bank, Computershare Investor Services, Asda Stores Ltd, and Zurich Insurance.

Who are Joanna Gregory's colleagues at Hargreaves Lansdown?

Joanna Gregory's colleagues at Hargreaves Lansdown include Michael Mcbrinn Fpfs, Roger Clark, James Harrington, Katherine Cummings, and Mike Coles.

How can I contact Joanna Gregory?

You can use AeroLeads to view verified contact signals for Joanna Gregory at Hargreaves Lansdown, including work email, phone, and LinkedIn data when available.

What schools did Joanna Gregory attend?

Joanna Gregory holds Bcs Diploma In Business Analysis, Pass from Assistkd.

What skills is Joanna Gregory known for?

Joanna Gregory is listed with skills including Process Improvement, Business Analysis, Requirements Gathering, Stakeholder Management, Management, Change Management, Analysis, and User Acceptance Testing.

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