Daniel Cooke Email & Phone Number

Brighton, England, United Kingdom

• Management of internal financial accounting, monitoring and reporting systems (VAT/tax preparation documentation etc.)• Management of budgets and preparing forecasting reports• Analysis of financial reports and presentation to the board, to support effective decision making• Reviewing company financial reports and seek ways to reduce cost• Analyse market trends to maximise profits and find expansion opportunities• Identify risks, propose solutions and manage stakeholder expectations• Research and report on business performance influences• Management of internal UK payroll processes• Management of day-to-day finances, accounts payable and receivable for both Akkar Ltd and Akkar US - identifying and addressing account discrepancies• Management of all invoice processing, purchase orders and reconciliation• Act as the first point of contact for clients for any invoicing/payment queries• Developing and enhancing financial systems and procedures, identifying areas for improvement• Advising on terms and conditions for both the UK and US divisions from a financial risk perspective• Collecting debt in a timely manner through effective communication with clients and partners, creating debt reports when necessary• Maintaining supplier accounts and information• Ensuring the regulatory requirements of all statutory bodies are met regarding all the company's financial affairs• Ensuring financial controls, processes and disciplines are all in place and adhered to• Develop external relationships with Auditors, Solicitors, Bankers and Statutory Organisations• Drive continuous improvement of accounting practices.

Hove, England, United Kingdom

Melbourne, Victoria, Australia

Monitor and maintain pricing for all on-platform assetsUtilise data quality frameworks to identify any erroneous feeds, then implement a fix Review assets to be added to platform to ensure they are appropriate for our clients Establish assets on platform for investment and pension accountsLiaise with sales/communications teams to provide education and amendments to procedures to increase efficiencyAssist with internal and external queries regarding the asset approval process Provide regression testing for updates to platform website

Melbourne, Victoria, Australia

• Assist Senior Lead in workflow management of team• Devise and implement processes that support enhanced levels of due diligence for adviser and licensee registrations• Management and coordination of scheduled projects and company audits• Provide specialist support, assistance and training to support Sales, Communications and Contact Centre teams• Develop procedural strategies for improving our services to licensees and advisers to ensure we meet compliance and industry regulatory requirements• Analyse and manage errors, provide feedback, and implement new changes to mitigate them in future

Melbourne, Victoria, Australia

• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.• Discussed financial options with clients and advisers and provided informed suggestions.• Processed all case types within the Adviser• Managed team approval queue• Actioned specialised case types for bespoke businesses• Designed Excel worksheets to automatically solve complex calculations• Wrote and updated team procedures• Managed the Adviser Administration team inbox• Trained junior members of staff in case types

During my time as Trigon’s Financial Planning Administrator I was primarily in charge of ensuring meeting packs were provided to the firm’s advisors (early enough for them to do sufficient analysis of the portfolio), manually updating our back office system (Advisor Office), then sending out regular valuations, preparing and sending the advice packs to clients, and administering any advice that had been received back from clients. Once I felt comfortable with all of the above, I requested that I be trained in Paraplanning and be more involved in training the more junior members of staff which was ongoing up to the point of my leaving. I have written several reports, and created analytical fund matrices (using TrustNet) to aid the advisors funds suggestions. Trigon Financial Services was an interesting change in working style to all of my previous roles, predominately due to its comparatively smaller size as a business. I really felt the effects of this in that I was relied upon as a significantly larger proportion of the company than I am ordinarily used to. The net result of this was a much greater depth and breadth of responsibility than I previously had, a challenge I both appreciated and enjoyed as it gave me more scope to implement changes I felt would better the TFS department.

1 College Square South, Anchor Road, Bristol, Bs1 5Hl

In my role as a Pensions Consultant, the primary responsibility was to service clients by telephone. This would include discussing their options at retirement, stocks within their pension, the current, past or future pension rules and regulations, how to complete any documents received from us, sending them relevant application or information packs, and doing online transactions such as making a contribution into their pension scheme, selling or buying specified holdings. The flexible option of being able to either opt in or out of the telephone line gave us the opportunity to manage and prioritise our workload according to how many free lines were available. Secondly, we were given sets of email queries which required replies before the day’s end. Everything was monitored and graded by senior staff and the results compiled into stats, a regime that I found motivational to drive up my professional standards and timekeeping.

1 College Square South, Anchor Road, Bristol, Bs1 5Hl

As an employee with sole responsibility for enhanced annuity cases, I would track an annuity purchase from start to finish, using the client medical questionnaire to find the optimum annuity provider. Upon finding a suitable rate, I would prepare a pack of application forms and quotations and I would then process the application and liaise with the annuity provider to finalise details and monitor the quotation rate. An acknowledgment letter would be then sent to the client with any new enhanced rates potentially lower than previously quoted standard rates. The annuity provider would be contacted to apply for a costing quotation, meaning I could lower the commission to increase the income generated by the annuity. Additionally, with any outstanding medical information that could potentially cause a rate increase, I would negotiate a new rate whilst being mindful of the strict Hargreaves Lansdown confidentiality rules.