Margi Patel
Senior Financial Analyst Ii @FloQast
San Jose, CA, US
EMAILS
m••••••••@floqast.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2026 — Present
Senior Financial Analyst Ii @FloQast
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San Jose, CA, US
EDUCATION
N/A
University of Toronto
Bachelor of Commerce - BCom, Specialist in Accounting, Major in Economics
SKILLS
LeadershipMarketingFinancial ModelingStrategic PlanningCustomer ServiceProduct ManagementCompetitive AnalysisMicrosoft ExcelPublic SpeakingProduct MarketingBusiness AnalysisAccountingTeamworkFinancial AnalysisStrategyEconomicsFinance
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.
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