MIS Executive

Job Title: MIS Operations Executive

Location: Mumbai, Maharashtra

Industry: Insurance

Experience Required: 1 -5 Years

Job Summary:

We are seeking a detail-oriented and analytical MIS Operations Executive to support data management, reporting, and operational efficiency within our insurance business. The ideal candidate will be responsible for generating accurate reports, maintaining databases, and assisting in decision-making through data insights.

Key Responsibilities:

• Prepare daily, weekly, and monthly MIS reports related to sales, operations, and performance metrics
• Collect, analyze, and validate data from multiple sources to ensure accuracy and consistency
• Maintain and update databases, dashboards, and reporting systems
• Support business teams with ad hoc data requests and analysis
• Identify trends, discrepancies, and areas for improvement in operational processes
• Ensure timely submission of reports to management
• Coordinate with cross-functional teams (sales, underwriting, claims) for data requirements
• Assist in automation of reports using Excel or MIS tools

Key Skills Required:

• Strong proficiency in MS Excel (Pivot Tables, VLOOKUP, formulas)
• Basic knowledge of MIS reporting and data analysis
• Good analytical and problem-solving skills
• Attention to detail and accuracy
• Ability to manage deadlines and multitask
• Good communication and coordination skills

Preferred Qualifications:

• Bachelor’s degree in Commerce, Business Administration, or related field
• Familiarity with insurance processes (policies, claims, underwriting) is a plus
• Knowledge of tools like Power BI, SQL, or advanced Excel will be an advantage

Salary: As per industry standards

Working Hours: Full-time

Career Growth: Opportunity to grow into senior MIS roles, data analytics, or operations management within the insurance domain

Position : Executive / Sr. Executive / Assistant Manager – MIS & Reconciliation

Industry : Fintech

Job Location : Gurgaon

Experience :

• Executive / Sr. Executive : 3–6 Years
• Assistant Manager : 5–8 Years

Role Overview :

We are looking for a detail-oriented and analytical MIS & Reconciliation professional to manage management reporting, account reconciliations, data validation, and periodic MIS activities.

The role will be responsible for preparing accurate and timely MIS reports, identifying and resolving reconciliation discrepancies, maintaining data integrity, and coordinating with cross-functional teams. The position will also contribute to process improvement and reporting automation initiatives.

Mandatory Skills :

MIS Reporting, Account Reconciliation, Advanced Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, COUNTIF/COUNTIFS, SUMIF/SUMIFS), Data Analysis, Data Validation, Financial Reporting, and Discrepancy Resolution.

Key Responsibilities :

• Collect, consolidate, validate, and analyze data from multiple sources for MIS reporting.
• Prepare and circulate daily, weekly, monthly, and periodic MIS reports for management review.
• Perform account, transaction, and ledger reconciliations and investigate discrepancies.
• Identify data mismatches, exceptions, and reconciliation breaks and ensure timely resolution.
• Maintain high standards of data accuracy, completeness, and integrity across reporting activities.
• Coordinate with Finance, Operations, Business, and other internal teams to collect and validate required information.
• Maintain and update MIS dashboards, trackers, and reporting formats as required.
• Support audit requirements by preparing relevant reports, reconciliations, schedules, and supporting documentation.
• Ensure adherence to defined reporting processes, controls, and timelines.
• Identify opportunities to improve reporting processes and reduce manual efforts through automation and standardization.
• Assist in developing and maintaining automated MIS reports using advanced Excel and other relevant tools.
• Track key operational and financial metrics and highlight significant variances or exceptions to management.
• Maintain proper documentation of reports, reconciliation workings, processes, and controls.

Key Performance Indicators / Success Criteria :

• Accuracy and timely submission of MIS reports.
• Timely completion and accuracy of account/transaction reconciliations.
• Effective identification and resolution of discrepancies and exceptions.
• Data integrity and adherence to reporting standards.
• Quality of coordination with cross-functional stakeholders.
• Reduction in manual reporting efforts through process improvement and automation.
• Timely support for audits and management reporting requirements.

Mandatory Skills :

Advanced Excel

Strong hands-on experience with Microsoft Excel, including :

• VLOOKUP / HLOOKUP
• XLOOKUP
• COUNTIF / COUNTIFS
• SUMIF / SUMIFS
• Pivot Tables
• Conditional Formatting
• Data Validation
• IF / Nested IF
• INDEX-MATCH
• Data cleaning and consolidation
• Large-data-set handling and analysis

MIS & Reconciliation

• Strong experience in MIS preparation and management reporting.
• Hands-on experience in account / transaction / ledger reconciliation.
• Ability to identify, analyze, and resolve data discrepancies.
• Good understanding of data validation and reporting controls.

Preferred / Additional Skills :

• Basic knowledge of Macros / VBA.
• Experience with Tally ERP 9 or similar accounting/ERP tools.
• Basic understanding of accounting principles and financial transactions.
• Exposure to reporting automation and process improvement.
• Experience working with large volumes of financial or transactional data.
• Good analytical and problem-solving skills.
• Strong communication and stakeholder coordination skills.

Educational Qualification :

Minimum Qualification :

• Bachelor's degree in B.A. / B.Com or equivalent.

Preferred Qualification :

• B.Com
• B.A.
• MBA – Finance / Accounting

Ideal Candidate Profile :

The ideal candidate should have strong hands-on experience in MIS reporting, reconciliation, Excel-based data analysis, and management reporting, preferably within the Fintech, BFSI, financial services, payments, or transaction-driven environment.

The candidate should be highly detail-oriented, comfortable working with large datasets, capable of independently identifying discrepancies, and proactive in improving reporting and reconciliation processes.

Greetings from zealous!

Role: MIS Executive

Location: Chennai

Experience Required: 1 to 2 Years

Preferred Candidate: Male Candidates Only

Job Description

We are looking for a MIS Executive with 1–2 years of experience to join our team in Chennai. The ideal candidate should have strong expertise in Advanced Excel, MIS reporting, and data management.

Key Responsibilities

• Prepare and maintain daily, weekly, and monthly MIS reports
• Generate accurate reports and dashboards for management review
• Analyze large sets of data and present meaningful insights
• Use VLOOKUP, HLOOKUP, Pivot Tables, and advanced formulas for data analysis
• Develop and maintain Excel macros / VBA automation
• Ensure data accuracy and timely submission of reports
• Coordinate with internal teams for data collection and reporting requirements
• Create and update trackers, performance reports, and management dashboards
• Support business teams with ad-hoc reporting and analysis

Required Skills

• Strong knowledge of Advanced Excel
• Hands-on experience in:
• VLOOKUP
• HLOOKUP
• Pivot Tables
• Macros / VBA
• Advanced Formulas
• MIS Reporting
• Data Analysis
• Good understanding of reporting formats and dashboards
• Strong analytical and problem-solving skills
• Good communication and coordination skills

Qualification

• Any Graduate
• 1 to 2 years of relevant MIS / Reporting experience

Preferred

• Male candidates preferred
• Immediate joiners are an added advantage

Accounts Executive – Finance & Accounts

We are looking for an Accounts Executive to manage day-to-day finance and accounting activities and maintain accurate financial records.

Key Responsibilities:

• Handle daily accounting entries, invoicing, receipts, and payments.
• Manage Accounts Payable and Accounts Receivable.
• Perform bank, customer, vendor, and ledger reconciliations.
• Maintain books of accounts and financial documentation.
• Assist with GST, TDS, audits, and statutory compliance.
• Prepare MIS reports and support monthly/annual closing.
• Monitor outstanding payments and follow up with customers/vendors.
• Ensure accurate and timely accounting in Tally/ERP.

Requirements:

• B.Com/M.Com or relevant Finance & Accounting qualification.
• 0–3 years of experience in Finance & Accounts.
• Good knowledge of Tally/ERP, MS Excel, GST, and TDS.
• Strong attention to detail, numerical ability, and organizational skills

Role: Finance Executive

Industry: SaaS / Technology

Reporting to: Chief Financial Officer (CFO)

Experience: 2+ years of relevant experience for CA Inter / Semi Qualified CA candidates, or 4+ years for B.Com graduates

Role Overview

We are looking for a Finance Executive to join our growing SaaS and technology company in a broad-based finance role, reporting directly to the CFO.

The role combines financial accounting and controllership, management reporting, business finance, financial planning and analysis (FP&A), statutory compliance and process improvement.

The ideal candidate will have strong accounting fundamentals, sound financial understanding and the ability to independently manage finance operations while supporting business planning and decision-making.

Key Responsibilities:

Financial Accounting & Controllership

• Manage revenue accounting, billing, collections, reconciliations and day-to-day financial operations.
• Support month-end, quarter-end and year-end financial closures.
• Oversee accounts payable, accounts receivable and working capital management.
• Ensure accuracy of financial records, accounting entries and reconciliations.

Management Reporting & Business Finance

• Prepare monthly MIS reports, management dashboards and financial analysis.
• Support budgeting, forecasting, cash-flow planning and variance analysis.
• Track business performance, revenue, profitability and relevant SaaS metrics.
• Provide financial insights to support management decision-making.
• Assist the CFO with FP&A, business planning and strategic finance initiatives.

Taxation, Audit & Compliance

• Manage GST, TDS and other applicable direct and indirect tax compliances.
• Coordinate statutory audits, tax audits and regulatory filings.
• Maintain internal financial controls, documentation and compliance records.
• Ensure timely completion of statutory and financial reporting requirements.

Process Improvement & Automation

• Identify opportunities to streamline and strengthen finance processes.
• Support automation of accounting, reconciliations and financial reporting.
• Improve financial controls, reporting accuracy and operational efficiency as the business scales.

Candidate Profile:

Qualifications & Experience

• Semi Qualified CA, CA Inter Qualified, CA Finalist, CA Final Attempted or CA Articleship Completed.
• Candidates who have discontinued pursuing CA Final but possess strong practical finance and accounting experience are encouraged to apply.
• B.Com graduates with a minimum of 4 years of relevant experience in accounting, taxation and financial operations will also be considered.
• Minimum 2 years of relevant practical experience for candidates with a CA background, with preference for hands-on experience beyond articleship.

Required Skills & Competencies

• Strong understanding of accounting principles, financial reporting, taxation and audit processes.
• Practical experience in GST, TDS, reconciliations and financial closing activities.
• Proficiency in MS Excel and accounting software such as Tally, Zoho Books or similar ERP systems.
• Good analytical ability, commercial understanding and attention to detail.
• Ability to work independently, manage multiple responsibilities and take end-to-end ownership.
• Strong communication, coordination and stakeholder-management skills.

Preferred Experience

• Experience in a SaaS, technology or subscription-based business.
• Exposure to budgeting, forecasting, FP&A and management reporting.
• Understanding of SaaS business metrics, revenue recognition and financial performance analysis.
• Experience in finance process improvements, automation or ERP implementation.

What the Role Offers

• Opportunity to work directly with the CFO and gain exposure to business and financial decision-making.
• A broad-based role combining financial controllership, compliance, management reporting and business finance.
• Hands-on experience in the financial operations of a growing SaaS and technology company.
• Opportunity to take ownership of key finance processes and contribute to improving systems, controls and reporting as the business scales.

Job Title: Corporate Quality MIS Analyst – Automotive / Wiring Harness

Location: Goregaon East

Experience: 3–7 Years

Industry: Automotive / Auto Components / Wiring Harness

Role Type: Corporate HO-Based

Job Summary

We are looking for a Corporate Quality MIS Analyst with 3–7 years of experience in the Automotive, Wiring Harness, or Auto Components industry. The candidate will be responsible for consolidating quality data from multiple plants, analysing Quality KPIs, preparing MIS reports and dashboards, and providing management-level insights for quality improvement.

Key Responsibilities

Consolidate plant-wise Quality MIS, KPIs, and performance reports.

Analyse PPM, rejection, rework, FPY, customer complaints, CAPA, and 8D data.

Prepare quality MIS reports, dashboards, trend analysis, and management presentations.

Coordinate with Plant Quality Teams to ensure timely and accurate data submission.

Identify quality trends, deviations, recurring issues, and improvement opportunities.

Maintain standardized Corporate Quality MIS formats, databases, and reporting systems.

Support management reviews with accurate quality data and analytical insights.

Track plant-wise quality performance and highlight gaps against defined targets.

Key Requirements

3–7 years of experience in Quality MIS / Quality Reporting within Automotive, Wiring Harness, or Auto Components.

Strong understanding of Quality KPIs, MIS reporting, and data analysis.

Advanced proficiency in MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, and dashboards.

Good knowledge of PowerPoint and management presentation preparation.

Knowledge of 7 QC Tools, 8D, CAPA, Root Cause Analysis, PPM, Rejection, Rework, and FPY.

Strong analytical, coordination, communication, and reporting skills.

Experience coordinating with multiple plant/quality teams will be preferred.

About us:

Insight Consultants is an Information Technology & Services company with offices in Texas and Bengaluru, focused on transforming enterprises through ethical, technology-driven solutions. With a strong emphasis on Business Intelligence, Finance and Accounting Services, and solutions built on Microsoft and LAMP technologies, Insight delivers actionable insights that improve bottom-line results. The company culture encourages continuous improvement in both solution quality and service delivery, guided by values such as Integrity, Service, Candor, Kindness, Growth, and continually increasing competence. Clients and team members benefit from Insight’s consistent commitment to its vision of transforming people and businesses.

Accounts Executive Role Overview:

This is a full-time Accounts Executive role based in Bengaluru (On-site). The Accounts Executive will manage day-to-day finance and accounting activities, including maintaining financial records, preparing and analyzing financial statements, and assisting with budgeting and forecasting.

The role involves handling Goods and Services Tax (GST) compliance, reconciliations, vendor and client accounts, and supporting month-end and year-end closing processes. The individual will collaborate with cross-functional teams to provide financial insights, support internal and external audits, and ensure adherence to organizational policies and regulatory requirements. The Accounts Executive may also support sales and business teams with financial data, invoicing, and customer account management.

Qualifications:

• Experience should be 2-3 years with strong foundation in core Finance concepts, including financial analysis, budgeting, and reporting.
• Proficiency in Goods and Services Tax (GST) processes, TDS, compliance, and related documentation.
• Experience in preparing, reviewing, and interpreting Financial Statements.
• Account Management skills for handling vendor and client accounts, reconciliations, and collections.
• Understanding of Sales-related financial processes, including invoicing, revenue recognition, and support for sales teams.
• Relevant academic background such as a graduated in Finance, Accounting, Commerce, or a related discipline; professional certifications are an advantage.
• Ability to work with accounting and ERP software, strong advanced Excel skills, and attention to detail.
• Effective communication, collaboration, and time management skills, with a commitment to ethical and value-driven work.

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Accounts & Finance Executive

Company: PGAGI

Location: Remote / Work From Home

Preferred Location: Agartala, Tripura

Experience: 2+ years in Accounts & Finance / Accounting roles

Qualification: M.Com / MBA (Finance) preferred. B.Com candidates with 4+ years of relevant experience may also apply.

About PGAGI

PGAGI is an AI-first technology company working across AI consulting, AI engineering, SaaS products, and AI-based solutions for international clients.

As we continue to grow, we are looking for a responsible and detail-oriented Accounts & Finance Executive who can independently manage day-to-day accounting activities and support financial reporting, compliance, forecasting, and business-level financial analysis.

This is more than a basic bookkeeping or data-entry role. We are looking for someone who understands the business side of finance and can bring accuracy, structure, compliance, and financial visibility to the organization.

Key Responsibilities

1. Accounting & Bookkeeping

• Maintain accurate and updated books of accounts.
• Record revenue, expenses, receivables, payables, and other financial transactions.
• Maintain proper accounting documents and supporting records.
• Perform regular bank, invoice, payment, and ledger reconciliations.
• Ensure accounting records are properly maintained and organized.

2. Invoicing & Revenue Management

• Manage the complete invoicing process for internal and external clients.
• Maintain proper records of all revenue streams.
• Track invoices raised, payments received, outstanding amounts, and collections.
• Coordinate with internal teams for timely and accurate billing.
• Prepare monthly and quarterly revenue reports.

3. GST & Statutory Compliance

• Coordinate with the external GST consultant for timely compliance.
• Maintain GST-related records and supporting documents.
• Support GST reconciliation and filing activities.
• Coordinate requirements related to GST, LUT, IEC, export of services, and other applicable compliances.
• Ensure all required information and documents are shared with the CA/GST consultant on time.

4. CA & External Consultant Coordination

• Coordinate with the company’s Chartered Accountant and other financial consultants.
• Prepare and share books, reports, reconciliations, invoices, and supporting documents.
• Respond to accounting, taxation, audit, and compliance requirements in a timely manner.
• Maintain proper financial and statutory documentation.

5. Financial Reporting & Analysis

• Prepare monthly and quarterly financial reports.
• Track and report:
• Revenue
• Expenses
• Gross and net profit
• P&L
• Receivables and payables
• Revenue by business/project
• Quarterly revenue growth
• Year-on-year growth
• Cash-flow position
• Prepare reports that help management understand the company’s financial position.
• Identify unusual transactions, inconsistencies, or financial trends and highlight them to management.

6. Forecasting & Financial Planning

• Support monthly and quarterly revenue and expense forecasting.
• Maintain financial projections and budgets.
• Compare actual performance with forecasts and identify variances.
• Help develop financial frameworks to track business growth and profitability.
• Support management in understanding future revenue, expenses, cash requirements, and financial performance.

7. Processes & Financial Controls

• Follow and improve internal accounting SOPs and processes.
• Help create structured processes for accounting, invoicing, reconciliation, reporting, and documentation.
• Maintain consistency and accuracy across financial records.
• Identify process gaps and suggest improvements to strengthen financial controls.

Mandatory Requirements

Strong English Communication – Non-Negotiable

The candidate must be comfortable communicating professionally in English through:

• Email
• WhatsApp / Slack
• Internal communication
• Communication with CA, GST consultants, and other external professionals
• Financial documentation and reporting

Since PGAGI works with international clients, strong written and verbal English communication is essential.

Qualifications & Experience

• M.Com / MBA (Finance) preferred.
• B.Com candidates with 4+ years of relevant experience may also apply.
• Minimum 2 years of relevant experience for M.Com/MBA candidates.
• Strong understanding of accounting fundamentals and financial statements.
• Practical knowledge of GST and related compliance.
• Knowledge of LUT, IEC, export of services, invoicing, and related business compliance is preferred.
• Experience working with a CA/GST consultant is preferred.
• Strong Excel / Google Sheets skills.
• Experience with accounting software or ERP systems is preferred.

What We Are Looking For

We are looking for someone who is:

• Detail-oriented and financially disciplined.
• Comfortable taking complete ownership of accounting activities.
• Proactive and able to work independently.
• Strong with numbers, documentation, and reconciliation.
• Able to understand the business behind the numbers.
• Comfortable preparing reports for management.
• Responsible with confidential financial information.
• Comfortable working independently in a remote environment.
• Strong in professional communication and documentation.
• Interested in building better processes and systems rather than only handling routine accounting work.

Location & Work Model

Work From Home / Remote

Candidates based in Agartala, Tripura are strongly preferred, as this role is intended to support PGAGI’s operations remotely from Agartala.

Why Join PGAGI?

You will be part of a growing AI company working with international clients across consulting, technology, and AI products.

This role will give you exposure to:

• International business operations
• Export-oriented service revenue
• AI consulting and product businesses
• Financial forecasting and business analysis
• GST and export-related compliance
• Management reporting
• Business-level financial analysis
• Building scalable finance and accounting processes

If you are looking for an opportunity to go beyond traditional bookkeeping and take ownership of an important part of the company’s financial operations, we would like to hear from you.

Hiring: Senior Accounts Executive

Location: Chennai

Experience: 3–6 Years

CTC: Up to 12 LPA

Key Responsibilities

• Month-end & year-end closing, journal entries and reconciliations
• Preparation of MIS & Management Reports
• Support Board Pack preparation and financial analysis
• Budgeting, forecasting & variance analysis
• Weekly/monthly cash flow reporting
• Support statutory audits, GST, TDS & compliance
• Maintain accurate financial records and schedules

Requirements

• 3–6 years of relevant experience in Accounting / Financial Reporting / FP&A
• Should be Qualified or semiqualified CA/ CMA/ICWA
• Strong MS Excel skills
• ERP exposure – SAP / Oracle / NetSuite / Tally preferred
• Good knowledge of GST, TDS & statutory compliance
• Strong analytical, communication and coordination skills