Dan A.

Energizer
DISC Type : I

Chartered Accountant at Oury Clark

London, England, United Kingdom

Overview

Experienced as an Audit Manager and Chartered Certified Accountant, Dan A. has over seven years of experience advising finance leaders. A graduate of Lancaster University, he specializes in financial reporting and tax compliance, focusing on improving control environments and efficiency for businesses. He is now transitioning into a sales-focused role.

He is passionate about leveraging his deep audit perspective to help organizations discover and implement transformative financial technology. His goal is to assist finance teams in streamlining their operations and adopting smarter tools, moving from a traditional finance role to a more dynamic sales position.

Personality Overview

Enthusiastic

Full Of Energy

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Financial Technology
Passionate about helping businesses adopt smarter financial technology and implement tools that can transform their finance functions.
Streamlining Operations
Focuses on helping businesses streamline their operations and improve efficiency, drawing from his 7+ years of experience as an audit manager.
Finance Transformation
Pivoting his career from audit to sales to help organizations implement tools that fundamentally change and improve their finance departments.

Media Appearances

Oury Clark Episode 3 - The Accountant. Featured in YouTube

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Oury Clark Episode 1 - The Auditor. Featured in YouTube

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Information Videos - Oury Clark. Featured in Oury Clark website

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Work History

12-2024 - 10-2025
Chartered Accountant at Oury Clark
6-2024 - 12-2024
Audit & Accounts Manager at TC Group
7-2022 - 6-2024
Audit & Accounts Manager at AGS Accountants (Acquired by Xeinadin)
7-2021 - 6-2022
Senior Accountant at AGS Accountants (Acquired by Xeinadin)
7-2018 - 6-2021
Audit & Accounts ACCA trainee at AGS Accountants (Acquired by Xeinadin)

Education

1-2019 - 6-2022
ACCA from Association of Chartered Certified Accountants (ACCA)
9-2014 - 9-2017
Bachelor of Science - BS from Lancaster University

More Information

Social Presence :

Prographics :

Exp : 7 Location : London, England, United Kingdom Job Level : N/A Designation : Chartered Accountant at Oury Clark
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Dan

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Dan take some risk or not?

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

You And Dan

Personality Compatibility


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