MIS Executive

Job Title: MIS Executive

Location: Hyderabad

Department: Finance / Operations / Analytics

Reporting To: Partner

Job Summary:

The MIS Executive is responsible for creation of systems and processes in office under the guidance of the partners to help the firm automate the day to day processes of a CA firm. MIS is also responsible for coordinating with the entire staff to record the status of the works done in the systems which are created. This role involves preparing systems, reports, dashboards, and business insights using various tools and ensuring data accuracy and timeliness.

Apart from above MIS is also responsible for collecting, analyzing, and presenting data to help management make informed decisions.

Key Responsibilities:

1. Systems Creation:

• Creation of Systems in the form of Google Sheets using Advance Formula to track all the process along with their due dates
• Ensuring timely capture of data in the systems in coordination with the staff to track efficiency
• Preparation of Systems Master which collates all the systems created in one master dashboard.
• Automate all the process in the firm

2. Data Collection & Management

• Gather data from multiple sources including ERP, CRM, HRMS, and accounting software.
• Maintain databases, spreadsheets, and reporting templates.
• Ensure data accuracy, completeness, and consistency.

3. MIS Reporting

• Prepare daily, weekly, and monthly management reports.
• Generate financial, operational, and performance reports.
• Create dashboards using Excel,Good at Pivot Tables or Tableau to visualize key metrics.

4. Analysis & Insights

• Analyze trends, KPIs, and performance metrics.
• Provide actionable insights to management for decision-making.
• Highlight anomalies or issues in data and suggest solutions.

5. Process Improvement

• Identify gaps in data collection and reporting processes.
• Automate repetitive reporting tasks wherever possible.
• Implement best practices for data integrity and reporting efficiency.

6. Coordination

• Work with staff, finance, HR, operations, and sales teams for data verification.
• Support audits by providing required reports and documents.
• Train other team members on MIS reporting procedures if needed.

Qualifications & Skills:

• Educational Qualification: Bachelor’s degree in Commerce, Finance, Statistics, Business Analytics, or related field.
• Technical Skills:
• Advanced Excel (VLOOKUP, Pivot Tables, Macros)
• Familiarity with BI tools like Power BI, Tableau
• Google Sheet, Google Forms, Google Looker Studio and all the other Google Applications
• Tally and related software knowledge is a plus
• Basic Accounting Knowledge
• Soft Skills:
• Analytical thinking and problem-solving
• Attention to detail
• Good communication skills
• Ability to meet deadlines and work independently

Experience:

• 1–3 years of experience in MIS, reporting, or data analysis role.
• Experience in finance, accounting, or operations reporting preferred.

Key Performance Indicators (KPIs):

• Timely submission of MIS reports
• Accuracy of data and reports
• Number of automated reports/dashboards implemented
• Feedback from management on report usefulness