Margi Patel
Senior Financial Analyst at FloQast
- Role
- Senior Financial Analyst Ii at FloQast
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Margi Patel
Ambitious finance professional with 8+ years of experience in FP & A, financial reporting, and project finance across banking, technology, and consumer goods. Recognized for driving strategy, optimizing costs, and delivering insights that guide senior leadership decisions. Strong team player and proven leader, valued for integrity, relationship building, and adaptability in dynamic business environments.
Experience
Senior Financial Analyst Ii
Mar 2026 — Present · San Jose, CA, US
Education
University of Toronto
Bachelor of Commerce - BCom, Specialist in Accounting, Major in Economics
Skills
- Leadership
- Marketing
- Financial Modeling
- Strategic Planning
- Customer Service
- Product Management
- Competitive Analysis
- Microsoft Excel
- Public Speaking
- Product Marketing
- Business Analysis
- Accounting
- Teamwork
- Financial Analysis
- Strategy
- Economics
- Finance
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