Joanna Taylor-Smith

Energizer
DISC Type : I

Chief Financial Officer and Chief Operating Officer at Instinctif Partners

Greater London, England, United Kingdom

Overview

Joanna is a strategic, CIMA-qualified executive serving as the Chief Financial and Operating Officer at Instinctif Partners. With a background from Brunel University of London, she specializes in business transformation, operational excellence, and M&A-led growth for companies with revenues up to $1 billion.

Her experience spans leadership roles across several major communications and real estate consultancies, where she has a strong track record as a trusted advisor to leadership teams.

Personality Overview

Believer

Enthusiastic

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are friendly, approachable and love to make new connections.

Topics They Care About

Business Transformation
Her core focus is on driving business transformation through both organic growth and M&A, impacting both top and bottom lines.
Operational Excellence
A key part of her dual CFO/COO function involves solving complex business issues at both macro and micro levels to ensure efficiency.
M&A Integration
She has a strong background in managing mergers and acquisitions, a key skill highlighted upon her appointment at Instinctif Partners.

Media Appearances

Joanna has no verified media appearances

Work History

1-2021
Chief Financial Officer and Chief Operating Officer at Instinctif Partners
11-2018 - 12-2020
Chief Financial Officer at Hollis
6-2016 - 9-2018
Finance Director at MHP Communications
8-2013 - 4-2016
Finance Director at Porter Novelli
4-2007 - 8-2013
Finance Director at McCann Worldgroup

Education

Education details unavailable from The Chartered Institute of Management Accountants
Bachelor of Science from Brunel University of London

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater London, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer and Chief Operating Officer at Instinctif Partners
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Insights For Selling To Joanna

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joanna is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Joanna

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Joanna move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Joanna take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Joanna

Personality Compatibility


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