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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.

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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

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Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

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

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

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