FHAccounting Assistant Intern·🟢 Open to work

Aspiring Finance Professional

I’m a finance student passionate about value investing and financial modeling, ready to take on new challenges.

Work samples

Discover the projects I've undertaken, focusing on financial modeling and investment analysis in real-world scenarios.

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Aug 2026 · ✅ Verified by Extern
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
Attronica Financial Planning & Analysis and Private Company Valuation Externship
Attronica · Aug 2026 · ✅ Verified by Extern
Attronica Financial Planning & Analysis and Private Company Valuation Externship
A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.
Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

About me

I’m a finance student passionate about value investing and financial modeling, ready to take on new challenges.

I'm a finance student pursuing my Bachelor's Degree. Eager to learn and grow, I aim to build relationships and expand my professional network within the finance industry.

Externships

Yinan Value Investing & Financial Modeling Externship

Completed · Aug 2026

Experience

IMSF Research and Impact Fellow

Integrated Management Student Fellowship Program · Aug 2026 - Apr 2027

Education

McGill University

Bachelor of Commerce in Finance · Class of 2027

Skills

Financial ModelingValue InvestingMarket AnalysisExcelInvestment RecommendationsAccountingBudgetingFinancial Statement AnalysisFinancial AnalysisForecastingProcurementQuantitative & Qualitative Analysis

Back to work

Yinan Zhao · Aug 2026 ↗

✅ Verified by Extern

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 work analyzed Bloomin' Brands (BLMN) from the Russell 2000 Value universe. Deliverables included a parsed 10-K mapped into a structured research spreadsheet with verbatim management language, a locked qualitative template documenting segments, drivers, competitors, timeline items and quantified risks, and a reconciled three-statement Excel model that balanced across periods. The forecasted

Yinan Value Investing & Financial Modeling Externship

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What I've accomplished

I selected Bloomin' Brands (BLMN), parsed its 10-K into a structured spreadsheet with verbatim management language and distilled risks and drivers, compiled a locked qualitative template documenting quantified risks and catalysts, produced a balanced three-statement Excel model, and projected five years of financials with each forecast linked to documented drivers.

Project breakdown

View all work

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Attronica · Aug 2026 ↗

✅ Verified by Extern

Attronica Financial Planning & Analysis and Private Company Valuation Externship

A 40-year-old, $80M family-owned IT firm is preparing to sell — and they need real FP&A work to back it: clean financials, a defensible forecast, and a valuation. Organize the books, model the forecast, and deliver a valuation that lands on the CEO's desk and on a buyer's table.

Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

Overview

The externship worked on FP&A and valuation for a 40-year-old, $80M family-owned IT firm. Work included organizing historical financials, building a forecast model, and producing a valuation deliverable. The delivered outputs were cleaned financial statements, a forecast model, and a valuation report.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I produced a five-year financial review with calculated ratios against industry benchmarks and a three-bullet FP&A summary highlighting liquidity, profitability, and trend risks.

Project breakdown

View all work

Work samples

Yinan Value Investing & Financial Modeling Externship

Attronica Financial Planning & Analysis and Private Company Valuation Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Pick Your StockI selected Bloomin' Brands, Inc. (BLMN) as my stock for the Project 1 analysis.

Read the 10-KI extracted and organized key findings from the company's 10-K, focusing on the Business Overview to summarize operations and offerings.

Map the RisksI finalized a qualitative company research template for Bloomin' Brands, compiling segment drivers, competitors, timeline actions, and management notes.

Build the ModelI built a three-statement historical financial model for my selected company and reconciled interlinked accounts to make it balance.

Set Your Price TargetI built a five-year, fully linked financial projection model driven by documented operational drivers.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

Overview

What I've accomplished

Project breakdown

Diagnosing Attronica's Financial HealthI produced an FP&A read comparing Attronica to its industry and summarised key financial signals from five years of statements.

Analyzing the Numbers That Drive DecisionsI assembled Attronica's P2 Analysis Pack, a concise 1-2 page financial diagnostic synthesizing customer, cost, and cash analyses for stakeholders.

Uncovering the AV Division's True EconomicsI built a five-year standalone P&L projection for Attronica's AV division and documented key ratio trends from 2020–2025.

Projecting Growth & Valuing the DivisionI built a DCF valuation model for the AV division and cross-checked it with market comps.