Currently an Extern @Extern

Aspiring Finance Professional

I'm a dedicated Accounting student ready to dive into the world of finance and investment. Let's connect!

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Work samples

Discover my work in value investing and financial modeling, showcasing my skills and growth in finance.

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Apr 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.
Top performerExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis
Excel & AI Financial-Modeling Sprint
Extern · ✅ Verified by Extern · ⏱️ In progress
Excel & AI Financial-Modeling Sprint
Build a three-statement model, forecast with drivers, run a DCF, and pitch a company like a pro. In this 3-week sprint, GPT helps you work faster—so you can walk away with real valuation skills and a polished investor deck.

About me

I'm a dedicated Accounting student ready to dive into the world of finance and investment. Let's connect!

I'm a junior at CUNY York College pursuing a Bachelor's in Accounting. I'm eager to build relationships and expand my professional network as I navigate my early career in finance.

Externships

Excel & AI Financial-Modeling Sprint

Extern

Experience

Volunteer Tax Preparer

Volunteer Income Tax Assistance (VITA) · February 2026 – April 2026

Financial Analysis Extern

Extern · January 2026 – April 2026

Program Associate

Prolific Consulting Services · February 2025 – March 2026

HR Analyst

Champion Elevator · July 2025 – August 2025

Education

CUNY York College

Bachelor of Science, Accounting · Class of 2027

Skills

AccountingFinancial ModelingExcelValue InvestingAI in Finance

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Yinan Zhao · Apr 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.

ExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis

Overview

The work analyzed SiTime Corporation through sector screening, 10-K review, competitive mapping, financial modeling, and valuation exercises, and produced a structured investment memo and model workbooks. The work was awarded Top Performer by Yinan Zhao.

Yinan Value Investing & Financial Modeling Externship

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What I've accomplished

I produced a full equity-research package for SiTime Corporation, including a segmented competitor table, a multi-sheet financial model with 3–5 year forecasts, DCF and comps valuation scenarios, and a structured investment memo with working files.

Top performer

Project breakdown

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Extern ↗

✅ Verified by Extern · ⏱️ In progress

Excel & AI Financial-Modeling Sprint

Build a three-statement model, forecast with drivers, run a DCF, and pitch a company like a pro. In this 3-week sprint, GPT helps you work faster—so you can walk away with real valuation skills and a polished investor deck.

Overview

The project built a three-statement financial model for a public company, created driver-led forecasts, and ran a discounted cash flow valuation. Work included assembling source filings, structuring forecast drivers, and producing valuation outputs and presentation materials using Excel and GPT-assisted workflows.

What I've accomplished

I focused on sourcing the company filing and establishing the model foundation, then translated those inputs into a driver-based three-statement model and a standalone DCF valuation with presentation-ready outputs.

Project breakdown

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Work samples

Yinan Value Investing & Financial Modeling Externship

Excel & AI Financial-Modeling Sprint

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Basics of Equity Research & Company SelectionI selected a semiconductor stock (SiTime Corporation) and confirmed it after a final checklist review for continued analysis during the externship.

Company Deep Dive with 10-Ks and Management InsightsI summarized key financial and strategic highlights from the company's 10-K and produced a highlighted PDF of critical sections.

Analyzing Competition, Risks & CatalystsI compiled a competitor map and segment analysis for SiTime, listing rivals by product segment and end markets.

Building the Financial ModelI built a three-year financial model for my selected company, sourced historical statements, and prepared ratio and forecast worksheets in Excel.

Valuing the Company and Developing a Price TargetI built a three-scenario valuation and price-target package for SiTime Corporation, including a DCF, comps, precedent transactions, and scenario-based price targets.

Excel & AI Financial-Modeling Sprint

Overview

What I've accomplished

Project breakdown

Company selectionI chose a publicly listed company to analyze and documented criteria that made the company suitable for a three-statement model.

10-K retrievalI downloaded the company's most recent 10-K filing and consolidated the primary financial statements and notes for modeling.