MIS Executive

Here's a professional MIS & Accountant Job Role (JD) in English:

Job Title: MIS & Accountant

Department: Accounts & Finance

Reports To: Finance Manager / Accounts Manager / Management

Job Responsibilities

MIS Responsibilities

Prepare and submit Daily, Weekly, and Monthly MIS reports.

Generate Sales, Collection, Outstanding, and Target vs. Achievement reports.

Maintain Dealer, Distributor, and Sales Performance reports.

Prepare Order, Dispatch, Delivery, and Pending Order reports.

Monitor inventory and stock movement reports.

Create Excel dashboards using Pivot Tables, XLOOKUP/VLOOKUP, IF, SUMIF, and Charts.

Extract, validate, and analyze data from ERP/CRM systems (e.g., Zoho).

Ensure data accuracy and timely reporting.

Prepare management reports and business performance analysis.

Support management with ad-hoc reports and data analysis.

Accounts Responsibilities

Record Purchase, Sales, Receipt, and Payment vouchers.

Maintain Cash Book, Bank Book, and General Ledger.

Perform Bank Reconciliation Statements (BRS).

Manage Accounts Receivable and Accounts Payable.

Follow up on customer outstanding payments.

Prepare invoices, debit notes, and credit notes.

Assist in GST, TDS, and statutory compliance.

Support monthly, quarterly, and annual financial closing.

Maintain proper accounting records and documentation.

Coordinate with auditors during internal and statutory audits.

Required Skills

Advanced Microsoft Excel

Pivot Tables, XLOOKUP/VLOOKUP, IF, SUMIF

Tally Prime / Zoho Books / Busy or other accounting software

ERP/CRM knowledge (Zoho ERP/CRM preferred)

Strong analytical and reporting skills

Knowledge of GST, TDS, and accounting principles

Excellent attention to detail and accuracy

Good communication and time management skills

Qualification

Bachelor's degree in Commerce (B.Com), Finance, Accounting, or a related field.

2–5 years of experience in MIS and Accounting.

Key Performance Indicators (KPIs)

Timely submission of Daily, Weekly, and Monthly MIS reports.

Maintain 99%+ data and accounting accuracy