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Currently an Extern @Yinan Zhao

🟢 Open to work

Financial Analyst with Strategic Insight

I leverage over seven years in FP&A and financial modeling to drive informed decision-making and enhance performance across organizations.

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Work samples

Explore my portfolio, featuring projects in financial modeling, budgeting, and analysis, utilizing tools like Python and Power BI.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logo

    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

About me

I leverage over seven years in FP&A and financial modeling to drive informed decision-making and enhance performance across organizations.

With more than seven years of experience in FP&A, financial modeling, and strategic planning, I offer a solid quantitative background in both enterprise and consulting settings. My expertise includes P&L management, rolling forecasts, budgeting, variance analysis, and capital allocation, utilizing tools like NetSuite, Anaplan, Salesforce, and Power BI in multi-entity firms. I specialize in statistical modeling, Monte Carlo simulations, and alpha generation using Python. I enjoy collaborating wit

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Experience

Senior Financial Analyst

Qualitest · Apr 2022 – May 2025

Associate Financial Analyst

Nexdigm (SKP) · Apr 2021 – Mar 2022

Associate – Taxation & Compliance

Pro Taxfino Pvt Ltd · Apr 2020 – Mar 2021

Finance Associate

Financepeer · Jan 2020 – Mar 2020

Finance Executive

Super Concepts · Nov 2017 – Dec 2019

Education

Rutgers University, Rutgers Business School, NJ

Master of Financial Analysis (MFinA) · Class of 2026

University of Pune, India

Master of Business Administration (MBA), Finance · Class of 2017

Skills

Financial Planning & AnalysisP&L ManagementRolling Forecast & BudgetingVariance & Margin AnalysisCapital AllocationHeadcount PlanningCash Flow ForecastingKPI / Management ReportingBusiness PartneringMonte Carlo SimulationFactor Model ConstructionAlpha Generation & BacktestingSignal GenerationPortfolio OptimizationRegressionBayesian InferenceFinancial EconometricsRisk-Adjusted Return AnalysisNetSuiteAnaplanSalesforcePower BIAdvanced ExcelVBASQLPythonDAXGAAPDCFDuPont AnalysisBlack-ScholesDerivativesThree-Statement ModelingScenario & Sensitivity AnalysisGeneral LedgerERP Systems
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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

During my externship with Yinan Zhao, I gained valuable insights into value investing by collaborating with an experienced investor. I applied financial modeling techniques, analyzed stock performance, and developed investment strategies, enhancing my skills in finance and equity research.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced an interactive Stock Card plus a documented research arc for the stock pick, and a 10-K workbook example that isolated a recurring revenue model and analyzed a $3.124 billion goodwill impairment.

Project breakdown

I chose Kohl's Corporation (KSS) from the Russell 2000 Value universe, applied the four-part analyst lens, recorded two ownership signals, and drafted a concise three-sentence growth thesis to seed a Stock Card for later stages.

I found the company’s latest 10-K, identified its recurring revenue model, analyzed a $3.124B goodwill impairment, separated company-specific risks from boilerplate, and used AI to organize and verify key disclosures into clear financial insights.

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