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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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Works 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 · · ✅ 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 AnalysisExcelOther

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 works

Yinan Zhao

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 AnalysisExcelOther

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.

What I'm doing

In this externship, I engaged in practical exercises that honed my analytical abilities and understanding of market dynamics. Below are the key tasks I completed during this experience.

Step 1: Step Into the Analyst's Seat

I collaborated with the team over 12 weeks, participating in discussions led by Yinan Zhao. I gained firsthand experience in market movements through a detailed walkthrough that established a foundation for my analytical work.

Finalize the Stock for Analysis

Step 2: Explore Russell 2000 Small-Cap Companies

I researched the Russell 2000 Value to identify promising small-cap companies. I applied a four-part evaluation lens to determine what makes a stock worth owning and utilized industry-standard tools to source potential investment candidates.

Task: Build Your Stock Card (Optional)

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