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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.

Read more
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.

Read more
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.

Read more
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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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