Ojas Patel

Treasurer, Insurance and Financial Services Treasury Leader scaling Liquidity, Capital, Risk frameworks for Regulated & PE-backed platforms.

Role
Senior Advisor at Aileron Group Llc
Location
Allentown, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Ojas Patel

In a nutshell:+ 18+ years treasury, controllership, & operations experience in MNC & medium sized financial services and manufacturing corporations+ Results-driven, self-motivated, out-of-the-box thinking corporate finance executive+ Proven track record in developing & executing initiatives via collaboration with partners globally+ High ethical standards and excellent organizational and leadership skills+ Extreme talent focusSelect Specialties:+ Economic capital and performance management, Capital structure+ U.S. RBC and Japanese statutory capital and economic frameworks+ Risk management (foreign exchange & interest rate)+ US GAAP (fair valuation, derivatives and hedge accounting)+ M&A financing, financial modeling, and team buildingSelect Accomplishments:+ Lead role in developing Prudential’s $16B+ FX hedging framework and executing hedging strategies in 10+ currencies + Placed $3B in financing facilities for 2 de novo captive insurance companies and managed a $12B overall financing portfolio for captive reinsurance companies+ Managed $8B of internal and regulatory capital for four distinct financial businesses by negotiating with rating agencies and state and federal r••••••••@gmail.com+14•••••••00

Experience

  1. Senior Advisor

    Aileron Group Llc

    Jan 2025 — Present

    At Aileron Group, we’re fundamentally different. While most consultants are retrofitting AI onto their traditional transformation playbooks, our firm is built from the ground up as AI-first practitioners.We are our own “customer zero” – we adopt the same principles, strategies, and technologies we recommend to our clients. Our expertise isn’t theoretical, it’s derived from hands-on implementation and continuous refinement with clients and in our own operations. What sets us apart isn’t just our approach to technology and business transformation, but also our approach to client value creation and risk sharing. Our services include:+GenAI Strategy & Acceleration Roadmap - Launch your AI journey with our Run-Walk-Crawl approach+Data Foundation for AI - Build the foundation for sustainable AI advantage+GenAI Implementation & Transformation - From concept to enterprise-wide impact+AI Risk Governance Design & Implementation - Enabling innovation through responsible AI practices+GenAI Transformation Office as a Service - Accountable transformation with measurable outcomes

Education

  • Savitribai Phule Pune University

    Bachelor of Commerce (B.Com.)

    1990 — 1995

  • Lehigh University

    MBA Finance

    2000

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Ojas Patel — Senior Advisor at Aileron Group Llc in Allentown, PA, US | Unifers