📅 2025-06-09 — Session: Quarterly Financial Data Analysis and Reporting
🕒 00:20–01:55
🏷️ Labels: Financial Analysis, Python, Data Processing, Quarterly Reports, Pandas
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to analyze and generate quarterly financial data tables for Fondos Bancarios (FB) and Propiedad Manejada (PM), focusing on efficiency, strategic financial planning, and data visualization.
Key Activities
- Conducted a critical analysis of the existing financial table structure and proposed improvements for better communicative efficiency.
- Developed Python scripts using pandas for generating quarterly financial summaries, including inflows, costs, tenant contributions, and net flux calculations.
- Designed financial tables for FB and PM, integrating additional data such as ‘Saldo PM MI’.
- Addressed file path accessibility and data processing issues in Python scripts.
- Compared FB and PM cash flow systems to understand their financial dynamics and implications.
Achievements
- Successfully generated and structured quarterly financial tables for FB and PM.
- Improved the data processing scripts to enhance accessibility and accuracy.
- Provided a consolidated view of financial data to assess liquidity and financial health.
Pending Tasks
- Further refine the data visualization aspects to enhance clarity and strategic insights.
- Explore additional financial metrics that could be integrated into the quarterly reports.