Patrick Corbett Email & Phone Number

Toronto, Canada Area

Financial Reporting• Create financial models analyzing growth opportunities and transform data into pitches for Board presentations• Propose, implement and adjust cost reduction strategies on a monthly basis with the operations group• Formulate monthly financial reporting to Executive team• Assist in month end and year end accountingFinancial Planning• Created yearly budgets for the operation and national groups• Monthly forecasted projections for board reporting and financial decision makingLogistics• Implemented cost saving logistic model for 27 operations Nation wide• Implemented organization logistics process and proceduresERP System Installation• Assisted in implementing ERP System by developing business requirements, managing data migration, performing system testing and creating end-user reporting and support for Operations group• Helped design chart of accounts and mapped out ERP system processes around it

Business Analysiso Prepare business plans with creative thinking to select most suitable strategieso Collaborate with technology team to determine app features based on business needso Research crowdfunding sites and strategies to implement the most beneficial financing campaign complying with investor and regulatory rulesFinancial Analysiso Research the mobile app and internet security marketplace to assist and influence strategic decision making of management o Write reports to identify trends and risks in identity fraud and associated protectiono Develop financial models and benchmarking against similar productsCompetitive Analysiso Conduct market research and create competitive analysis report on other products features, advantages, unique qualities, price, and customer preferences and needso Analyze metrics to identify cause-effect relationships between financial outcomes and marketed actions, thus raising Insight-ID profitability expectationso Identify and measure opportunities that enhance app`s downloading conversion rate Valuationo Calculate various revenue vs. download ratios by business type of competitoro Determine management`s valuation for investor purposes based on the subscription revenue model for other startups and major apps in different types of industries

• Obtained Insurance and Mutual Fund License• Developed sales strategies and cycles; prospecting, meeting, closing and referrals• Analyzed new investment and business opportunities for prospects• Analyzed specifics of client accounts and created individual financial plans