Financial Performance Analysis (SQL + Python)

Goal: Monthly rollups for revenue & expense, KPIs (Net Income, Margin %), anomaly flags, and a 3-month revenue forecast.
Stack: SQLite (SQL), pandas, matplotlib, statsmodels (Holt-Winters ETS).

🔎 Business Results

• 12-month revenue growth: <paste from summary cell>
• Avg margin (last 12m): <paste from summary cell>%
• Anomaly months (margin < 5%): <paste list>
• Next 3-month revenue forecast: <paste dict>

📁 Key Files

• Notebook: financial-performance-sql-python.ipynb
• Figures: figures/revenue_vs_expense.png, figures/profit_margin.png
• Outputs: outputs/monthly_company.csv, outputs/forecast_next_3_months.csv
• SQL: sql/monthly_rollup.sql
• Repro: requirements.txt

▶️ Run Locally

pip install -r requirements.txt
# then open the notebook and Run All