Yinan Zhao logoYinan Zhao Externship via Extern

Early-career investor and financial modeler

I completed the Yinan Value Investing & Financial Modeling externship and I am growing practical investing and financial modeling skills.

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Work samples

Work shown includes financial models, valuation exercises, and investment analysis completed during the Yinan Value Investing & Financial Modeling externship and related practice.

  • Technology Portfolio Financial Analytics
    Technology Portfolio Financial Analytics

    Developed a Power BI financial analytics system spanning two technology portfolios; adopted by the team for operating expense, capital spending, forecast, and project-performance reporting. Implemented rule-based anomaly screening, WAPE-based forecast evaluation, spending run-rate assessments, and risk/opportunity scenario views to support financial review and prioritization. Wrote a Python generator for Power BI report and semantic-model files; standardized source mappings, reconciliation rules, and data-quality checks across financial and project data.

    Power BIPython
  • Game Glitch Investigator
    Game Glitch Investigator

    Debugged a Python/Streamlit guessing game, correcting directional hints, input validation, scoring, and session-state resets; refactored game logic into a separate module. Used Claude as a coding teammate, reviewed changes, and validated behavior through 107 passing automated tests, including 15 Streamlit AppTest tests, plus manual gameplay checks.

    PythonStreamlit

About me

I completed the Yinan Value Investing & Financial Modeling externship and I am growing practical investing and financial modeling skills.

I am Brittany Garcia. I have some work experience and I completed the Yinan Value Investing & Financial Modeling externship. I am exploring early-career opportunities while building skills in investing and financial modeling.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Experience

Associate, ETS Portfolio Management (PMO)

Con Edison · Oct 2024 - Present

Practice Manager

Precious Care ABA · May 2023 - Apr 2026

Implementation Specialist

SBV Workforce Management · Feb 2022 - May 2023

Education

CQF Institute

Certificate in Quantitative Finance · Class of 2026

Keiser University

M.S. Financial Technology · Class of 2026

SUNY Cobleskill

B.S. Business Administration · Class of 2025

Skills

Value investingFinancial modelingValuation analysisInvestment researchSpreadsheet modeling
Back to work

Technology Portfolio Financial Analytics

Developed a Power BI financial analytics system spanning two technology portfolios; adopted by the team for operating expense, capital spending, forecast, and project-performance reporting. Implemented rule-based anomaly screening, WAPE-based forecast evaluation, spending run-rate assessments, and risk/opportunity scenario views to support financial review and prioritization. Wrote a Python generator for Power BI report and semantic-model files; standardized source mappings, reconciliation rules, and data-quality checks across financial and project data.

Power BIPython
View all work
Back to work

Game Glitch Investigator

Debugged a Python/Streamlit guessing game, correcting directional hints, input validation, scoring, and session-state resets; refactored game logic into a separate module. Used Claude as a coding teammate, reviewed changes, and validated behavior through 107 passing automated tests, including 15 Streamlit AppTest tests, plus manual gameplay checks.

PythonStreamlit
View all work