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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 Zhao · Sep 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

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

Back to work

Yinan Zhao · Sep 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

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

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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

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Work samples

Yinan Value Investing & Financial Modeling Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Pick Your StockI selected Kohl's Corporation (KSS) as the stock for deeper analysis in this module.

Read the 10-KI located my company's latest 10-K and extracted key findings from its business, risks, MD&A, and financial statements.

Map the RisksI finalized a qualitative research template capturing segments, competitors, management changes, timelines, and key risks for the selected company.

Build the ModelI compiled and defended a driver list and supporting research for a historical financial model of the selected company.

Set Your Price TargetI built a 5-year, three-statement financial projection model for the selected company, linking drivers to forecasted income statement, balance sheet, and cash flow outcomes.