Currently an Extern @Yinan Zhao
Undergraduate Finance Student at Florida State University
Aspiring finance professional passionate about investing, financial analysis, and capital markets. I enjoy analyzing companies, uncovering insights, and solving complex financial problems.
Work samples
Projects include a value investing externship analyzing stocks and building models, plus a Coca-Cola financial analysis evaluating performance, key ratios, and investment potential.
Yinan Zhao · Jun 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 AnalysisExcelPersonal Project · Jun 2026
Coca-Cola Financial Statement & Investment Analysis
Conducted a financial statement analysis of The Coca-Cola Company using its income statement and balance sheet. Calculated and interpreted key liquidity, leverage, profitability, valuation, and growth metrics to evaluate the company’s financial position and develop an investment recommendation.
Financial Statement AnalysisCompany AnalysisData AnalyticsEquity ResearchFinancial Modeling
About me
Aspiring finance professional passionate about investing, financial analysis, and capital markets. I enjoy analyzing companies, uncovering insights, and solving complex financial problems.
My experiences in equity research, leadership, sales, and AI evaluation have shaped how I approach challenges and work with others. I’ve developed a strong interest in investment management, corporate finance, and capital markets while building skills in valuation, financial modeling, Excel, and market research. I bring curiosity, a strong work ethic, and an analytical mindset to everything I do, and I’m always looking for opportunities to learn, contribute, and grow.
Externships
Yinan Value Investing & Financial Modeling Externship
Yinan Zhao
Experience
Investment Banking Simulation Intern
Forage: JP Morgan Chase · Sep 2026 - Nov 2026
Finance Simulation Intern
Forage: Citi Bank · Jun 2026 - Aug 2026
AI Evaluation Analyst
Handshake: Project Breadcrumb · May 2026
Education
Florida State University, Tallahassee, FL
B.S. Finance · Class of 2028
Skills
✅ 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.
Overview
The externship analyzed a selected Russell 2000 Value company through primary filings, financial modeling, and alternative data. Work included a historical Excel model with linked financial statements, a five-year forecast tied to explicit drivers, a consolidated risk map, and a full investment memo with scenario valuations and a recommended price target range.
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What I've accomplished
I produced a validated Excel model and a complete investment memo that combined DCF and scenario valuations with a published 3–6 month price target range for Hertz (HTZ).
Project breakdown
Personal Project · Jun 2026
Coca-Cola Financial Statement & Investment Analysis
Conducted a financial statement analysis of The Coca-Cola Company using its income statement and balance sheet. Calculated and interpreted key liquidity, leverage, profitability, valuation, and growth metrics to evaluate the company’s financial position and develop an investment recommendation.
Overview
Conducted a financial statement analysis of The Coca-Cola Company using its income statement and balance sheet. Calculated and interpreted key liquidity, leverage, profitability, valuation, and growth metrics to evaluate the company’s financial position and develop an investment recommendation.
What I've accomplished
Conducted a financial statement analysis of The Coca-Cola Company using its income statement and balance sheet. Calculated and interpreted key liquidity, leverage, profitability, valuation, and growth metrics to evaluate the company’s financial position and develop an investment recommendation.
Outcome
Concluded with a BUY recommendation based on Coca-Cola’s strong profitability, adequate liquidity, sustainable growth prospects, and ability to generate shareholder returns. ROE of 38.24% was the most influential metric, demonstrating strong efficiency in generating profits from shareholder capital.