Assistant Manager

Job Purpose

The role is responsible for preparing, analyzing, and managing client-level Financial and Operational MIS, engaging with client teams to review operational processes, and providing data-backed insights and improvement recommendations to enhance business performance.

Key Responsibilities

MIS & Reporting

• Prepare periodic (Daily/Weekly/Monthly) Financial and Operational MIS for clients.
• Develop management dashboards and performance reports.
• Consolidate data from multiple sources and ensure data accuracy and consistency.
• Standardize reporting formats across client engagements.

Data Analysis & Business Insights

• Perform variance analysis, trend analysis, and performance benchmarking.
• Track key KPIs and operational metrics.
• Identify gaps, inefficiencies, and performance deviations.
• Provide actionable insights to management and consulting teams.

Client Engagement & Process Review

• Engage with client finance and operations teams to understand business workflows and reporting requirements.
• Participate in operational and process review discussions.
• Analyze end-to-end business processes and identify improvement opportunities.
• Suggest efficiency improvement points related to cost optimization, turnaround time, productivity, and data controls.
• Support implementation tracking of recommended process improvements.

Process Automation & Continuous Improvement

• Automate and streamline MIS preparation using Excel tools, templates, Power Query, and dashboards.
• Improve reporting turnaround time and data visualization quality.
• Support documentation of SOPs and reporting processes for clients.

Required Skills & Competencies

Technical Skills

• Advanced MS Excel skills (Pivot Tables, Power Query, Lookups, Macros – preferred).
• Working knowledge of Power BI (preferred).
• Understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Experience working with ERP exports (Tally, SAP, Microsoft BC / NAV, Oracle, etc.).

Analytical & Consulting Skills

• Strong analytical thinking and business understanding.
• Ability to translate operational data into improvement recommendations.
• Structured problem-solving approach.

Soft Skills

• Strong communication and stakeholder management skills.
• Client-facing interaction capability.
• High attention to detail and ownership mindset.
• Ability to manage multiple assignments with tight timelines.

Qualification Requirements

• Bachelor’s degree in Commerce, Finance, Accounting, Business Analytics, or related discipline.
• CA Inter / MBA Finance / Business Analytics Certification preferred.

Experience Requirement

• 2–3 years of relevant experience in:
• MIS Reporting and Analytics
• Operations Analysis / Process Review
• Consulting, Corporate Finance, Shared Services, or Business Analytics roles

What We Offer

• Exposure to multi-industry consulting assignments.
• Opportunity to work on finance and operations transformation projects.
• Performance-driven growth environment.
• Learning and upskilling opportunities.