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Jahnvi Patel

Jahnvi Patel is a highly motivated and goal-driven financial analyst specialising in Financial Planning and Analysis (FP&A). With a background in audit and accounting, Jahnvi brings a comprehensive understanding of financial data analysis to her role as a Senior Financial Analyst in the FP&A team.

With a passion for providing data-driven insights, Jahnvi excels at performing thorough financial analysis and making informed recommendations for process improvements and internal controls. Her ability to extract meaningful insights from complex datasets enables her to drive strategic decision-making within her organisation.

Jahnvi is tech-savvy and adept at utilising spreadsheets, creating interactive dashboards, and leveraging various software tools. She firmly believes in the power of automation and is continuously seeking opportunities to streamline and automate recurring tasks. Her commitment to staying at the forefront of technology empowers her to deliver efficient and effective financial analysis.

Jahnvi holds prestigious professional certifications, including an ACCA (Association of Chartered Certified Accountants) and a CPA (Certified Public Accountant) Ontario license. These qualifications and her proficiency in leveraging advanced software tools further enhance her ability to provide valuable insights to her organisation.

Author's Articles

Empowering FP&A with Human-Led, AI-Backed Intelligence
February 4, 2025
FP&A Tags:
Digital FP&A Events Insights

The recent FP&A Trends webinar, “Empowered Decision-Making: Human-Led, AI-Backed Intelligence in FP&A”, shed light on how organisations can develop this synergy and benefit from it.

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Toronto-FPA-Board-June-2023-1
Toronto FP&A Board: Insights on Leveraging Five Crucial FP&A Roles
July 7, 2023
FP&A Tags:
FP&A Board Meetings Insights

FP&A professionals gathered in the cozy premises of SPACES venue on June 13th, 2023, to discuss the essentials of building the best-in-class FP&A teams and the most vital FP&A team roles.

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Jahnvi-Patel-AIML-Forecasting-Main
Deploying AI/ML for Planning, Budgeting and Forecasting: How Artificial Intelligence Can Streamline Our Operations
May 19, 2023
FP&A Tags:
Digital FP&A Events Insights

This article summarises the key takeaways from the FP&A Trends Webinar on deploying AI/ML in financial planning, budgeting, and forecasting hosted on the 10th of May, 2023.

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Future Meetings

  • Digital
  • In person
Riyadh FP&A Board
The Face-to-Face Riyadh FP&A Board
Creating Your Transformation Map with the FP&A Trends Maturity Model

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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