📅 2025-06-09 — Session: Developed Financial Analysis Automation with Python
🕒 00:20–01:55
🏷️ Labels: Python, Financial Analysis, Data Automation, Quarterly Reports
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to enhance financial analysis processes by automating the generation of quarterly financial tables using Python, focusing on the integration of various financial data sources.
Key Activities
- Conducted a critical analysis of financial data presentation in Table 1A, emphasizing strategic communication and efficiency.
- Developed Python scripts to generate quarterly financial summaries, calculating inflows, costs, and net flux using pandas.
- Integrated ‘Saldo PM MI’ into the PM Quarterly Table, ensuring comprehensive data representation.
- Addressed file path accessibility issues and ensured proper data loading and processing.
- Designed and executed scripts for consolidating financial positions and generating comprehensive tables for family business (FB) and property management (PM).
Achievements
- Successfully automated the creation of quarterly financial tables, improving efficiency in financial reporting.
- Clarified the structure and integration of financial data across different business units.
- Resolved technical issues related to data accessibility and processing.
Pending Tasks
- Further refine the financial table designs to enhance data visualization and strategic insights.
- Explore additional data sources for comprehensive financial analysis.