National Account Specialist @ (June 2019 - December 2024)
Mortgage Processor @ (August 2016 - June 2019)
Senior Associate @ Finesee Finance (April 2014 - January 2016)
Darshan Patel Education
H L College of Commerce
Bachelor of Commerce (B.Com.) (Accounting and Finance)
2000-2002
CFA level 3 candidate
CFA Level 3 candidate (Finance and Financial Management Services)
Darshan Patel Skills
Account Management
Account Reconciliation
Accounting
Accounts Payable (AP)
Accounts Receivable (AR)
Agile Methodologies
Analytical Skills
Banking
Business Strategy
Canada GAAP
Corporate Finance
Corporate Tax
Customer Service
Equity Research
Finance
Financial Accounting
Financial Analysis
Financial Markets
Financial Modeling
Financial Reporting
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Power BI
Microsoft Word
National Account Management
Negotiation
Personal Income Tax Returns
Portfolio Management
PowerPoint
Project Management
Sales
Scrum
Strategic Planning
System Administration
Tableau
US GAAP
Valuation
Darshan Patel Summary
Darshan Patel, based in Toronto, ON, CA, is currently a Co-Founder | Controller for SMEs at SourceIN Solutions. Darshan Patel brings experience from previous roles at BAPS Charities / BAPS Organization, Chubb Fire & Security Group, CIBC and Finesee Finance. Darshan Patel holds a 2000 - 2002 Bachelor of Commerce (B.Com.) in Accounting and Finance @ H L College of Commerce. With a robust skill set that includes Account Management, Account Reconciliation, Accounting, Accounts Payable (AP), Accounts Receivable (AR) and more. Darshan Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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