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Ami
Patel
Associate Director of Finance
RoslinCT
Ami Patel is a CPA and finance leader based in Greater Boston with over a decade of experience across FP&A, budgeting, forecasting, and financial reporting within complex organizations. Throughout her career, Ami has focused on bridging the gap between technically accurate financial analysis and actionable business insights. She specializes in building models, reporting frameworks, and variance analyses that are accessible to non-financial stakeholders and help drive better operational decisions. Her experience spans industries where finance is deeply connected to operational complexity, including senior living, healthcare real estate, and asset-heavy environments. She is particularly passionate about solving challenges at the intersection of financial performance, operational drivers, and strategic decision-making — from census dynamics and labour economics to payor mix and regulatory pressures. More recently, Ami has been exploring the practical impact of AI on the finance function, focusing on how emerging technologies can improve efficiency while preserving the critical judgement and expertise that finance professionals bring. She is interested in how finance teams can adapt to a future where data complexity, business partnership, and operational insight are increasingly intertwined.
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29 October 2026 11:50 - 12:35
Roundtable discussions
Four discussions will run in parallel, each focused on a challenge FP&A executives are actively navigating right now. Choose the table most relevant to you and join a candid, peer-led conversation with FP&A professionals facing the same pressure and trade-offs. - From forecasting to foresight: building more agile planning models - AI in FP&A: moving beyond the hype to real business impact - The business partnering challenge: turning insights into action - Scaling FP&A: building the finance function for growth