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controller-pack-2023

Business controller

controller-pack-2023

Business controller

Controller Pack 2023 — Budget vs Actual

This repository contains a reproducible finance controlling case used as a portfolio/interview project.

What it demonstrates

• Data quality controls (completeness, duplicates, Budget + Actual pairing)
• Budget vs Actual variance analysis (monthly + full-year)
• Materiality-based alerts (threshold rules)
• Driver-based explanations and an action template (owner / mitigation / deadline)
• Run-rate reforecast and simple scenario sensitivity
• Export to an Excel "Controller Pack" for management reporting

Data source

The demo is based on a public Kaggle dataset: saharsyed/financial-dataset-expenses-budget-vs-actual

This repository does not include the original dataset file. See DATA_POLICY.md.

Repository structure

• notebooks/ — main analysis notebook (business_and_risk_management.ipynb)
• reports/ — exported HTML report (optional)
• outputs/ — generated Excel exports (ignored by git)
• src/ — optional python scripts (future)

Quick start

1) Create environment and install dependencies

python -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

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