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

In progress

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
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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
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Yinan Zhao ↗

✅ Verified by Extern · ⏱️ In progress

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel

Overview

The externship analyzed public equities using financial models and alternative data, constructing Excel valuation models and investment write-ups. The work compared market movements and tested model assumptions against historical price and sector trends.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I worked on equity research tasks, building financial models, reviewing alternative data, and producing written investment analyses for selected stocks.

Project breakdown

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