Reporting Analyst

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 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.

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

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

About Us

Corporate Web Solutions provides technology-driven solutions involving data analysis, automation, web development, and digital transformation.

Role Overview

As a Data Analyst Intern, you'll assist in analyzing datasets, preparing reports, identifying trends, and exploring AI-assisted analytics workflows.

Key Responsibilities

• Collect and organize data.
• Analyze datasets and identify trends.
• Prepare reports and visualizations.
• Work with Excel, spreadsheets, or analytical tools.
• Assist with dashboards and data-driven insights.
• Explore AI tools for data analysis.

Requirements

• Basic understanding of data analysis.
• Familiarity with Excel or Google Sheets.
• Basic knowledge of SQL or Python is a plus.
• Analytical mindset.
• Good attention to detail.

Perks

• Certificate of Internship
• Flexible work hours
• Mentorship and real project exposure
• Potential for PPO
• Letter of Recommendation
• Performance-Based Stipend available up to ₹18,000/month