Het Patel
Hillside Real Estate Investors (HREI)
Lynchburg
3
Languages
1
Certification
5
years of professional experience
Analytical and results-driven finance professional with experience in commercial real estate underwriting, financial modeling, tax preparation, and business management. Experienced in evaluating investments, interpreting financial metrics, optimizing business operations, and presenting complex analyses to diverse stakeholders. Strong Excel, financial analysis, and problem-solving skills with a passion for data-driven decision-making.
Work History
Financial Modeling Lead & Analyst
9 Months- Designed and led a semester-long commercial real estate underwriting workshop, teaching analysts to build a fully dynamic Excel model from entry assumptions through partnership waterfall distributions with assumption-driven financial outputs.
- Strengthened analysts’ investment decision-making by demonstrating how underwriting assumptions impact returns, risk, and overall deal assumptions.
- Trained analysts to interpret key return metrics and identify key value drivers, improving underwriting quality and investment discussion
- Provided ongoing modeling and underwriting support, guiding analysts through Excel challenges, assumption development, and real-world deal scenarios.
- Developed and delivered presentations based on A.CRE coursework to strengthen analysts’ fundamentals on underwriting and investment decision-making skills.
Manager
4 Years 10 Months- Managed store operations, overseeing staff, inventory, and supplier relationships to ensure efficient day-to-day performance.
- Developed and executed business strategies to increase sales, profitability, and customer retention.
- Drove growth in premium wine sales through targeted customer engagement initiatives, increasing repeat business and high-value transactions.
- Negotiated with suppliers and distributors to secure exclusive and limited-allocation products for Wine Beer Mart, expanding the store's premium portfolio and strengthening its competitive position in Connecticut.
Income Tax Assistant
2 Months- Chosen from a competitive pool of high school students to complete an internship with HRA that focused on individual income tax preparation.
- Prepared and filled basic individual income tax returns with a strong emphasis on accuracy, compliance, and attention to detail.
- Conducted quality reviews of tax returns prepared by peer volunteers, helping maintain accuracy and consistency.
- Demonstrated analytical skills and professionalism by independently completing entry-level tax filings under supervision.
Education
Bachelor of Science - Finance
- Minor: Real Estate
- 3.76 GPA
- Finance Society Member
- Real Estate Society Member
- Professional Development: HillSide Real Estate Investors
No Degree - Finance
- 3.80/4.00 GPA
No Degree
- 3.43/4.00 GPA
Skills
Financial modeling
Excel modeling
Underwriting techniques
Project coordination
Team development
Analytical thinking
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Certification
- Bloomberg Market Concepts
- Adventures in CRE (A.CRE)
- ARGUS Enterprise
Timeline
Financial Modeling Lead & Analyst
Hillside Real Estate Investors (HREI)
08.2025 - 05.2026Read More
Manager
Wine Beer Mart
07.2021 - 05.2026Read More
Income Tax Assistant
Human Resources Agency New Britain
03.2021 - 05.2021Read More
University of Connecticut
Bachelor of Science from Finance
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Central Connecticut State University
No Degree from Finance
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Tunxis Community College
No Degree
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