📊 Budget & Reforecast Automation

This solution automates the end-to-end workflow for annual budgeting and quarterly reforecasting across 400+ tenants and 100+ commercial buildings, syncing inputs from leasing and accounting teams.

• Leasing Budget Pipeline: Automates forward-looking projections using SQL + Python based on leasing assumptions.
• Leasing Reforecast Pipeline: Syncs near-final 2025 actuals from ABF and overlays rent projections from Yardi.
• CapEx Pipeline: Automates both Building Improvement capex and Leasing Capital capex for project-level actuals, reforecasting, and approvals. (Coming Soon)

✅ Business Impact

• 500+ hours saved annually
• Aligned Leasing + Accounting + Finance across shared forecasts
• Single source of truth for both Budget and Reforecast comparison

🧠 It All Starts With Year 1 Leasing Budget

At the heart of this automation is the Year 1 leasing forecast — a dynamically built model combining:

• In-place lease data pulled from Yardi (via SQL + Athena)
• Leasing team assumptions on renewals, new leases, and downtime
• Override logic that eliminates duplication and reflects accurate rent steps
• Smart Excel interface for scenario runs and real-time rent projection updates, and dashboard

This leasing engine is fully detailed in Leasing Pipeline →, and forms the backbone for all budget and reforecast workflows.

🔗 Explore More

• 📂 Leasing Pipeline (Year 1 Engine)
• 🚧 CapEx Pipeline (Coming Soon)

Follow along as I share how to automate the full budgeting lifecycle — from leasing assumptions to actuals alignment to executive-ready scenarios.

🔄 Syncing Budget & Reforecast Without Rebuilding

Each year, two tasks need to happen in sync:

• Reforecast for 2025–2029: Updates to last year’s budget model to reflect actuals and material changes
• New Budget for 2026–2030: Extending the model by one year (2030) for next-year planning

Thanks to this setup, we never rebuild from scratch. Instead, we reuse the same hybrid model by:

• Pulling "Final Budget Book" from ABF for archived 2025–2029 baseline
• Pulling "IPP Budget Book" from ABF for active reforecast (same structure, updated by Accounting)
• Renaming columns dynamically via Power Query (e.g., “/2025” → “/2026”)
• Overlaying leasing rent projections for 2026–2030 from the Python pipeline

The overlay logic uses the exact same core process from Year 1:

• Leasing assumptions + in-place leases are processed via Python and SQL
• Rent steps are unnested into month-level granularity
• Results feed into the Excel workbook, populating the future years dynamically

🧩 Hybrid Workbook — One Model, Two Purposes

Rather than build two separate files, I created a single Excel-based engine that serves both:

• 2025–2029 Reforecast: Syncs to archived “Final Budget Book” and updated “IPP Budget Book” from Yardi ABF
• 2026–2030 Budget: Reuses same base logic and overlays new leasing projections using Python pipeline

Accountants use Power Query to pull actuals and material changes from ABF, while Leasing inputs feed Python-powered projections. The result:

• Fast, flashback-ready scenarios for budget planning
• No rebuild required — just sync and extend forward

⚙️ What Powers This Automation

🚀 Why It Works

• Carry-forward modeling: One model supports both reforecast and next-year budget
• Reusable Excel + backend logic: No rebuilding, just syncing and extending
• Dynamic year mapping: 2025 → 2026 handled programmatically in Power Query
• Seamless Python integration: Rent projections flow into budgeting without manual re-entry

All these steps make budget planning and reforecasting fully aligned — accountants, finance, and leasing all work off the same system with full transparency and speed.