Daniel D. Email & Phone Number

Didcot

SENIOR PENSION AND OPERATIONS BUSINESS ANALYST – CONTROL COMPANY PENSION FUNDS TO £2M+Streamlined product management and operational strategy, emphasizing pension growth and digital transformation. Collaborated with stakeholders to enhance pension investment strategies and deepen SSAS knowledge, using GA and use case diagrams for strategic planning. Led Salesforce CRM optimization to improve process efficiency, lead management, and sales consultant engagement. Delivered comprehensive user training, created SOP documentation, and applied analytics for accurate requirement documentation.Key Achievements:• Migrated stakeholders to streamlined corporate pension scheme – freed +50% available borrowing funds• Created a pension management framework – drove 60% performance and efficiency improvement• Lead Salesforce digital transformation projects, managing the end-to-end lifecycle from initial scoping to delivery, resulting in +20% increase in process efficiency across relevant departments.• Achieved +15% increase in sales consultant engagement and +30% improvement in lead management effectiveness, showcasing the successful optimisation of Salesforce CRM

Warrington, England, United Kingdom

BUSINESS OPERATIONS ANALYSTEmbedded new fully-featured LMS for a £10m education and training organisation – required in-depth engagement with project team pre-/ mid- and post-rollout. Incorporated requirements’ gathering, GA (incl. As-Is/ To-Be identification), impact analysis and business solution wireframes. Created and applied use case diagrams for TOM (involved UML/ BPMN), agile user stories with gherkin syntax acceptance criteria, and Balsamiq-based wireframes.Key Achievements:• Compared customer journey maps for existing and new systems – highlighted 20% overall activity time saving• Migrated: o 1000+ existing users to new, improved platform – 3-week cut in average content creation timeo Customer to new LMS incorporating eCommerce platform – 12% monthly sales growth

Northampton, United Kingdom

SALES BUSINESS ANALYST, INTERMEDIARY SALES DEPARTMENT Fostered relationships with independent financial advisers (IFAs), driving investment into OCM’s model portfolios (total £400m+ funds under management). Partnering with the development team, process incorporated end-to-end requirements gathering, As-Is to To-Be transition to revised TOM, showing functionality and new portfolios’ added value, solution design and software compliance assessment. Conducted total post-implementation reviews. Key Accomplishments:• New model portfolios reduced performance volatility by 40%• Customer journey maps for existing/ new systems – 55% time-saving in portfolio maintenance and rebalancing• New Intermediary Sales department process improved client journey – 30% increase in client win rate

Northampton, United Kingdom

Milton Keynes, England, United Kingdom

CLIENT RELATIONSHIP MANAGERAssessed corporate (Limited company owners) clients’ financial positions, including pensions and investments’ risk and return analysis; built bespoke recovery and optimisation plans, maximising tax efficiency. Advised clients on best FCA-regulated protection products: life insurance, critical illness, income protection and Keyman (Keyperson) insurance. Extensively networked, growing client base.

Milton Keynes, England, United Kingdom