Rutgers University · Finance · Class of 2027

Finance analysis backed by work you can open.

I’m Esha Patel, a finance student focused on investment analysis, forecasting, and business analytics. This portfolio turns my resume bullets into tangible models, dashboards, and case studies recruiters can review directly.

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epatel147@gmail.com LinkedIn
01Excel modeling
02Benchmark analysis
03Revenue forecasting
04Dashboard storytelling

Selected work

Projects built to show the analysis, not just claim it.

My project pages explain the objective, model structure, assumptions, outputs, and limitations so the work can be discussed clearly in an interview.

01 / FLAGSHIP

Investment Analysis · Excel · Forecasting

Equity Portfolio & ULTA Revenue Forecast

A four-part Excel project combining a 10-security portfolio tracker, KPI dashboard, S&P 500 benchmark comparison, and a driver-based Ulta Beauty revenue forecast through FY2027E.

ExcelPortfolio AnalysisForecastingBenchmarking
Explore case study Download workbook
MODEL STRUCTURE
Portfolio→Dashboard→Benchmark
ULTA Historicals→Growth Assumptions→FY2027E
Includes methodology and limitations documented inside the workbook.
02 / NEXT BUILD

Valuation

Public Company DCF + Trading Comps

Planned expansion: a recruiter-ready valuation model with operating assumptions, WACC, terminal value, sensitivity analysis, and comparable-company multiples.

In development
03 / NEXT BUILD

Research

Equity Research Investment Note

Planned expansion: a concise investment thesis with catalysts, risks, financial trends, valuation context, and a clear recommendation supported by data.

In development

Experience

Analysis, client service, and execution.

Selected experience most relevant to finance, analytics, and client-facing roles.

Jun 2026 — Aug 2026

Business Analyst Intern

Northbridge Business Analytics Group

Built financial dashboards, developed revenue forecasts, analyzed business processes and competitors, and translated findings into business reports and presentations.

Mar 2023 — Dec 2025

Administrative Assistant

Peacock Wealth Solutions LLC

Supported 30+ clients through financial documentation and account servicing, prepared portfolio materials and reports, and collaborated with advisors on records, compliance, and internal reviews.

Sep 2025 — Present

President

Omega Phi Alpha — Professional Service Sorority

Lead chapter operations, member engagement, professional programming, recruitment, service events, and organizational initiatives.

Toolkit

Technical skills I use to get from data to decision.

Analysis

Financial analysis · Revenue forecasting · Portfolio analysis · KPI reporting · Benchmarking

Tools

Microsoft Excel · SQL · Tableau · Power BI · Microsoft Office · JavaScript

Languages

English · Gujarati · Hindi

About

Finance student with an operator’s mindset.

I’m pursuing a B.S. in Finance at Rutgers University with minors in Global Business and Political Science. I’m especially interested in roles where financial analysis, markets, business judgment, and clear communication overlap.

Outside the classroom, I’ve built portfolio and forecasting models, supported wealth-management clients, worked on business analytics, and led a student organization. I’m currently recruiting for full-time opportunities beginning after graduation in May 2027.

Let’s connect

Interested in my work?

I’m open to new-grad finance, banking, investment, risk, and analyst opportunities.

Email me View resume