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: MIS Executive

Experience: 1–2 Years

Industry: Finance / Banking / NBFC

Employment Type: Full-Time

Job Summary

We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.

Key Responsibilities

·        Prepare and maintain daily, weekly, and monthly MIS reports.

·        Collect, analyze, and validate business data.

·        Maintain Excel-based reports and dashboards.

·        Perform data reconciliation and identify discrepancies.

·        Coordinate with internal teams for timely data collection.

·        Provide accurate reports and insights to management.

·        Maintain proper records and documentation.

Requirements

·        Graduate, preferably B.Com / Finance / Commerce.

·        1–2 years of relevant experience in Finance, Banking, or NBFC.

·        Good knowledge of MS Excel and basic accounting.

·        Understanding of banking/financial products.

·        Strong communication, coordination, and analytical skills.

·        High attention to detail and ability to meet deadlines.

To Apply

HR Swati

We are looking for a skilled Power BI / Power Platform Analyst with experience in data analysis, dashboard development, automation, and executive reporting. The ideal candidate should be proficient in Power BI, Power Apps, Power Automate, and advanced Excel to transform business data into actionable insights and improve operational efficiency.

Responsibilities

• Develop interactive dashboards and reports using Power BI to support business decision-making.
• Build and maintain applications using Microsoft Power Apps to streamline business processes.
• Design automated workflows using Power Automate to reduce manual tasks and improve efficiency.
• Perform data analysis, data validation, and data cleansing using Excel and other relevant tools.
• Prepare executive-level reports, KPI dashboards, and management presentations.
• Gather reporting requirements from stakeholders and translate business needs into analytical solutions.
• Integrate data from multiple sources and ensure data accuracy and consistency.
• Identify trends, performance gaps, and opportunities for process improvement.

Required Skills

• Strong experience in Power BI, Power Apps, and Power Automate.
• Advanced Excel skills, including PivotTables, lookup functions, and data analysis.
• Experience in dashboard development, KPI tracking, and executive reporting.
• Strong analytical, problem-solving, and data interpretation skills.
• Good communication and stakeholder management skills.
• Knowledge of SQL, DAX, Power Query, and data modelling is an added advantage.

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

Job Summary

We are looking for an experienced professional with strong expertise in Power BI, Power Apps, Power Automate, Excel, data analysis, and executive reporting. The candidate will be responsible for developing interactive dashboards, automating business processes, analyzing data, and preparing management reports to support business decision-making.

Key Responsibilities

• Develop, maintain, and enhance interactive dashboards and reports using Power BI.
• Build Power Apps solutions to improve business processes and user productivity.

Required Technical Skills

• Power BI: Dashboard development, report creation, data modeling, and visualization.
• Power Apps: Canvas apps, forms, and business application development.
• Power Automate: Workflow automation, approvals, notifications, and process automation.
• Microsoft Excel: Advanced formulas, PivotTables, lookups, data cleaning, and analysis.
• Data Analysis: Data interpretation, trend analysis, KPI tracking, and business insights.
• Executive Reporting: Management dashboards, performance reports, and KPI presentations.
• DAX & Power Query: Data transformation, calculations, and report optimization.

Preferred Skills

• Experience integrating multiple data sources.
• Knowledge of Microsoft 365 and SharePoint.
• Understanding of business intelligence and reporting best practices.
• Strong analytical, problem-solving, and communication skills.
• Ability to interact with business stakeholders and senior management.

Experience and Qualification

• Minimum 5+ years of relevant experience in BI, data analytics, reporting, or Microsoft Power Platform.
• Hands-on experience with Power BI, Power Apps, Power Automate, and Excel.

Job Title: Senior Data Analyst

Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad

Working Days: 6 Days a Week

Department: MDO

Reporting To: COO

Employment Type: Full-Time

Job Summary

We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data management, reporting, automation, and system development initiatives across the organization.

The role focuses on transforming raw data into meaningful insights, designing and implementing automated systems, strengthening data structures, and supporting cross-functional teams with accurate, actionable intelligence to drive strategic and operational business decisions.

Key Responsibilities

1. Data Management & Reporting

● Collect, clean, validate, and consolidate data from multiple internal and external sources.

● Prepare and deliver daily, weekly, and monthly MIS reports for management and departments.

● Design, develop, and maintain dashboards to track KPIs, performance metrics, and operational trends.

2. Database & Data Accuracy Management

● Manage and regularly update internal databases, spreadsheets, and reporting systems.

● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.

● Implement best practices for data validation, version control, and audit checks.

3. Data Analysis & Business Insights

● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.

● Translate data findings into clear, actionable insights and recommendations to support

strategic and operational decision-making.

4. Reporting Automation, System Recommendation & Implementation

● Identify opportunities to replace manual or semi-manual processes with automated, data-driven systems.

● Design and implement automated reporting frameworks, dashboards, and data pipelines using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.

● Proactively suggest new automation tools, system enhancements, or integrations to

improve efficiency, accuracy, and scalability.

● Lead the end-to-end implementation of approved automation initiatives, including requirement gathering, system design, testing, deployment, and stabilization.

● Continuously monitor and optimize automated systems in line with business growth and evolving data needs.

5. Cross-Functional Coordination & Support

● Collaborate with Sales, HR, Finance, Operations, and other departments to understand

reporting and data requirements.

● Provide support for ad-hoc analysis, custom reports, and special data requests.

● Act as a data partner to department heads for decision support and performance tracking.

6. Documentation & Compliance

● Maintain complete and updated documentation for MIS processes, reports, data models,

automation logic, and system changes.

● Ensure compliance with company data governance policies and applicable data protection standards.

System Development & Data Structuring Responsibilities

● Study and understand departmental workflows to evaluate how data is generated, processed, and utilized.

● Review existing manual and digital data systems to identify operational gaps, risks, and

mprovement opportunities.

● Recommend structured data models, reporting formats, and storage solutions aligned with

business requirements.

● Coordinate with department heads to define data structures, access levels, and reporting

standards.

● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP

integrations) with minimal operational disruption.

● Design structured data formats and role-based access controls to ensure secure and

organized data management.

● Train employees on newly implemented systems and provide post-implementation

support.

● Monitor system performance, resolve issues, and continuously improve systems based on

user feedback and organizational growth.

Qualifications & Experience

● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.

● 3–5 years of experience in data analytics, reporting, or system automation roles.

● Strong analytical thinking, logical reasoning, and problem-solving abilities.

● High attention to detail with excellent organizational and documentation skills.

Technical Skills (Must Have)

● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts

● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)

● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API integrations, workflow optimization

● Vlook

Preferred Skills

● Strong verbal and written communication skills

● Ability to handle sensitive and confidential information responsibly

● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset

Job Summary

We are seeking a skilled and detail-oriented Power BI Developer to design, develop, and maintain enterprise-level BI solutions. The ideal candidate should have strong expertise in Power BI, DAX, SQL, Data Modeling, and performance optimization tools such as DAX Studio, Tabular Editor, and ALM Toolkit. The candidate will collaborate with business stakeholders to transform data into actionable insights and deliver high-quality dashboards and reports.

Key Responsibilities

• Design, develop, and maintain interactive Power BI dashboards and reports.
• Create complex DAX measures, calculated columns, and calculated tables to meet business requirements.
• Develop and optimize SQL queries, stored procedures, views, and ETL processes.
• Design and implement scalable Star Schema and Snowflake Data Models.
• Perform report and model performance tuning using DAX Studio.
• Utilize Tabular Editor for model management, calculation groups, best practice analysis, and metadata enhancements.
• Manage model deployment, comparison, and version control using ALM Toolkit.
• Configure and manage Power BI Workspaces, Apps, Gateways, and Security (RLS/OLS).
• Work extensively with Power BI Service/Web Experience, including dataset refresh schedules, deployment pipelines, subscriptions, and workspace administration.
• Collaborate with business users to gather and analyze reporting requirements.
• Ensure data accuracy, governance, security, and report performance.
• Troubleshoot data-related issues and implement effective solutions.
• Create technical documentation and provide knowledge transfer to support teams.

Required Skills

Technical Skills

• Strong experience in Microsoft Power BI Development.
• Expertise in DAX (Data Analysis Expressions).
• Advanced knowledge of SQL Server/T-SQL and query optimization.
• Strong understanding of Data Modeling concepts (Star Schema, Snowflake Schema, Fact & Dimension Tables).
• Hands-on experience with Tabular Editor.
• Experience using DAX Studio for model and query performance tuning.
• Experience with ALM Toolkit for model comparison and deployment.
• Strong understanding of Power BI Service/Web Experience.
• Knowledge of Power Query (M Language).
• Experience with Row-Level Security (RLS) and data governance.
• Understanding of data warehousing and ETL concepts.

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.

Experience: 7–10+ years | Industry Preference: Financial Services / BFSI

Role Overview

We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive

enterprise reporting, analytics, and data insights across the organization. This is a senior,

hands-on role requiring deep technical expertise across the Microsoft data and BI stack,

strong business acumen, and the ability to operate with minimal hand-holding. The ideal

candidate will act as a bridge between business leadership and technical teams, translating

complex business questions into scalable, reliable data models and executive-ready insights.

Key Responsibilities

 Serve as the primary owner of enterprise reporting and BI solutions, from data

ingestion through executive dashboards.

 Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using

STAR schema best practices.

 Partner closely with business stakeholders and C-level executives to define KPIs,

metrics, and reporting requirements.

 Lead and present weekly reporting and insights sessions with senior and executive

leadership.

 Ensure data accuracy, consistency, and trust across all reports and analytics outputs.

 Proactively identify data quality issues, root causes, and remediation strategies.

 Drive automation of reporting, alerts, and data refresh processes to reduce manual

effort.

 Collaborate with engineering, data, and application teams to align business logic with

source system data structures.

 Mentor junior analysts and establish BI standards, best practices, and documentation.

Technical Skills – Data & Backend

 Advanced SQL: complex queries, views, stored procedures, and validation against

source systems (RDN, Recovery Connect).

 Azure Data Factory: build and manage copy pipelines from SQL sources to data

warehouses / dedicated pools.

 Incremental refresh, parameterized pipelines, and schema replication.

 Data warehouse design: STAR schema, fact vs dimension tables, handling deleted

records and SCDs.

Technical Skills – Reporting & Frontend

 Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.

 Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).

 Query folding and performance optimization best practices.

 Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.

 Power Automate integration for alerts and workflow-driven notifications.

Data Quality & Analytics

 Ability to clean, normalize, and reconcile data across multiple systems.

 Strong troubleshooting skills when business definitions and data do not align.

 Translate business terminology into accurate technical mappings and calculations.

Communication & Leadership

 Serve as a key liaison between business stakeholders and technical teams.

 Comfortable working directly with C-level executives and senior leadership.

 Ability to lead executive-level meetings and clearly communicate insights.

 Self-starter mindset with minimal hand-holding.

Qualifications

 7–10+ years of experience in BI, analytics, or enterprise reporting roles.

 Preferred experience in financial services or regulated environments.

 Strong experience across the Microsoft BI ecosystem.

Preferred Certifications

 Microsoft PL-300 (Power BI Data Analyst)

 Microsoft DP-600 (Fabric Analytics Engineer)

 Microsoft DP-700 (Fabric Data Engineer)

What Success Looks Like

 Executive leadership trusts and relies on BI dashboards for decisions.

 Reporting is automated, accurate, and scalable.

 BI functions as a strategic partner to the business.

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.