Rob Fitzpatrick (He/Him) Email & Phone Number

Ireland

Ireland

o Deliver training sessions on a range of Equity, Diversity, and Inclusion (“EDI”) subjects (to date training sessions delivered to over 60 corporate clients with a combined total of 1,000 plus employees).o Training sessions include topics such as Inclusive Leadership, LGBTQ+ awareness, Unconscious Bias, Inclusive Language and Dignity and Respect in the Workplace in addition to other EDI topics.o Review training decks and slides for full range of training courses the ICFD offers and update templates for new information reflecting industry standard language, theories and best practice.o Consult with clients during training sessions on issues they face in the workplace and how to resolve those challenges.o Manage the development and implementation of a Diversity and Inclusion Masterclass. The event is open to the existing clients of the ICFD and the corporate market in Ireland in general.o Provide constructive feedback on ICFD e-Learning courses and contribute to the development of discrimination or marginalisation scenarios for those courses.o Collaborate on the production of ICFD materials such as the annual EDI calendar.o Prepare bespoke training programmes for individual client needs and facilitate EDI discussions with their teams.o Assess and review materials provided by clients for the Investors in Diversity Gold accreditation awarded by the ICFD.o Complete scorecard to record the client’s level of achievement for the Gold standard.o Write up report on the result or outcome of the accreditation review for presentation to the client.

County Dublin, Ireland

o Facilitate workshops in secondary schools. The workshops focus on LGBTIQAP+ education. o The students are asked about what the different letters represent, and we correct any misunderstandings and inform them on the use of the terms.o We run moving debates and scenarios with the students to enhance their understanding of the issues.o We discuss allyship and ask the students for suggestions regarding what the school and the students themselves can do to create a more tolerant and inclusive environment.o The students are encouraged to participate throughout the session and engage in a questions and answers session at the end of the workshop.o Involved in and contributing to workshop reviews to improve the presentations ahead 2023/2024 school year.

Dublin, County Dublin, Ireland

o Providing research services to a Diversity, Equity & Inclusion (“DEI”) Consultant. The consultant provides strategic advice to firms on DEI implementation and is integral to the production of the Balance for Better Business report.o Supporting the DEI consultant through research on DEI concepts, tools and industry best practice.o Assisting with the creation of a DEI toolkit for distribution across a global network of firms.o Reviewing drafts of the Balance for Better Business annual report which highlights the representation of women on boards and at senior leadership level in companies in Ireland.o Collaborating on the production of newsletters and blogs including research on topical issues.o Preparation of DEI proposals for clients.

KB Associates is an independent provider of management company (UCITS and AIFMD) and consulting services. It advises managers on operational and compliance issues relevant to the establishment and ongoing management of investment funds.

County Dublin, Ireland

KB Associates is an independent provider of management company (UCITS and AIFMD) and consulting services. It advises managers on operational and compliance issues relevant to the establishment and ongoing management of investment funds.

County Dublin, Ireland

o Senior member of a financial reporting team working closely with the department manager to complete various ad hoc tasks such as solving legacy issues and compliance with IFRS 9 which were critical to the loan accounting team.o Managed and trained junior members of the team.o Prepared financial statements and workings for statutory reporting team. Responded to all audit queries and made myself available to the auditors for further explanations including meetings to discuss issues.o Attended Board meetings for various companies to present the financial statements.o Coordinated the processing and payment of the 2018 AIB Holding Ltd dividend which involved organisation of time lines and contact with several departments, Tax, Company Secretary, Treasury and administrators of AIB Holding Ltd. o Nominated as Finance Champion for introduction of IFRS 9 for retail banking department.o Took control of monthly reporting for various companies under banking, finance and leasing and in particular for AIB Mortgage Bank which has approximately €19 Billion in loans.o Month end reporting involved reconciliation of system volumes and margins in relation to mortgages, reconciliation of Bonds, Swaps, deposits and loans held by the companies, calculation of fair value, reconciliation of balance sheet and Income Statement movements, bank reconciliations, numerous SAP adjustments and intercompany reconciliation across the finance department over a 4-day cycle.o Took ownership of various other tasks in relation to AIB Mortgage Bank including Tracker Mortgage Interest Testing, Mortgage Switcher Tracker, bi-monthly maintenance of collateral account under Covered Asset Monitor regulations and sign off Bond coupon payments.o Involved in deleveraging project by providing figures to the deleveraging team in addition to reviewing and verifying other information.

Dublin 2

o Managed the largest financial reporting project within the financial reporting department with 42 sub-funds under an umbrella fund and produced a 766-page financial statement. The umbrella fund was UCITS regulated. o Reviewed Trial Balances, Portfolios, Balance Sheets, disclosures and notes prepared by 4 junior staff and managed their schedule to ensure all work was completed to the required standard and on time. There was a substantial volume of information to be monitored due to the large number of share classes held under the umbrella fund. Approximately 350 share classes. o Took complete ownership of the project and liaised with auditors, publishers and regulators. o Filed the fully completed financial statements with the regulator within the 4 month deadline for the yearly and 2 month deadline for the half yearly. A draft was provided to the board of directors, within weeks of the period ends, for their review.o Supervised the preparation and transfer of all financial reporting information pertaining to the umbrella fund under the companies restructure and outsourcing to a third party.o Produced financial statements from my positions as junior accountant to senior accountant of various complexity, size and structure reporting under IFRS, UCITS regulation, Irish and UK GAAP and US GAAP.o Trained all new members of the team including scheduling, monitoring ensuring high standards and providing follow up as mentor. o Recognised ability in identifying areas for improvement and using innovative techniques and Excel/systems skills to improve procedures and controls, along with updating procedural documents and checklists.o Led the production of consistently high quality institutional client service reports on a monthly and quarterly basis. o Liaised with internal departments across the company and internal / external auditors to resolve queries.

Dublin 2

Dun Laoghaire, Co. Dublin

o Audited client accounts under the supervision of Audit Senior.o Prepared client accounts and bank reconciliationso Complied and filed Corporation and Income Tax Returns, Company Registration and annual returns.

Swords, Co. Dublin

o Managed the operation of three Regional Franchises on three separate occasions due to various circumstances. o Conducted liaison visits with Regional Franchisees and Courier Franchisees as a representative of the Franchise Support Office. o Discussed various issues with Regional Franchisees such as recruitment, sales and profitability, marketing and operations. Completed inspections to ensure the Franchisees were following Fastway standard procedures.o Offered advice to Courier Franchisees on route planning, sales, time keeping and customer service. Also trained on any new procedures.o Acted as the point of contact for all IT issues throughout the franchise. This involved maintaining the Fastway operating system and scanning devices. Provided training and resolved any issues with input from the head office in New Zealand.

Graduate Diploma, Equality, Diversity And Inclusion, First 1:1

Qqi, Train The Trainer, Distinction

Learning outcomes of designing and delivering training courses

Acca Membership, Accounting

Higher Diploma In Business Studies, Business/Commerce, General

Bachelor'S Degree, Honours, Biochemistry