
Mis Executive
18 hours ago
**Role Task Document - MIS Executive**
**Role Title** : MIS Executive
**Reporting to** : Operations Manager / HR Manager
**Location** : Head Office, Bangalore
**Work Type** : Full-Time
**Preferred Experience**: 2-5 years in MIS/Data Analysis roles
**Key Skills**:
- Proficiency in **AI tools** for reporting & automation (e.g., ChatGPT, Excel AI, Power BI AI, Tableau with ML, etc.)
- Strong knowledge in **Zoho Books** (invoicing, expense tracking, reconciliations)
- Advanced **MS Excel**, Google Sheets
- Strong **system and tech understanding** (HRMS, ERP, CRM)
**Objective of the Role**:
To streamline data flow, generate insights, automate reports, and provide real-time dashboards that support decision-making for management, while also ensuring financial and operational data is captured accurately using Zoho Books and other platforms.
**Step-by-Step Tasks & Responsibilities**
**1. Daily Tasks**
- Update and maintain daily MIS reports (Sales, Attendance, Productivity)
- Sync and cross-check Zoho Books entries (Invoices, Expenses, Payments)
- Track and report daily cash flow and fund status
- Monitor inventory movement data and notify anomalies
- Use AI tools (e.g., ChatGPT/Excel AI) to auto-generate summaries for leadership
**2. Weekly Tasks**
- Create weekly performance dashboards for departments
- Automate reports through Google Sheets or Power BI
- Coordinate with department heads for data accuracy and consistency
- Send weekly reminders/alerts for data gaps, missing entries, or delays
**3. Monthly Tasks**
- Compile Monthly MIS Reports (Finance, HR, Sales, Purchase, Production)
- Generate and reconcile monthly Zoho Books reports with MIS
- Prepare dashboards with trend analysis and AI-powered forecasts
- Present monthly metrics in review meetings
- Identify automation opportunities using AI tools and propose improvements
**4. System Support**
- Act as the system SPOC (Single Point of Contact) for troubleshooting ERP/CRM/Zoho tools
- Support onboarding of any new MIS-related tools and train internal teams
- Conduct periodic audits to ensure data hygiene and system sync
**5. Documentation & Process**
- Maintain SOPs for all MIS processes
- Document automation scripts/macros/AI prompt workflows used
- Create back-up protocols for all critical reports
Pay: ₹25,000.00 - ₹35,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Work Location: In person
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