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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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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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