Client Onboarding and KYC

2 weeks ago

Pune, Maharashtra, India Apex Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Summary: We are seeking a highly skilled and motivated Operational Reporting Specialist to join our dynamic Operations team. The ideal candidate will have extensive experience with Microsoft tools, particularly PowerBI, SharePoint, MS Excel, and MS Lists. They will be capable of not only using these tools but also understanding and interpreting business requirements. This role requires a proactive individual who can think independently and contribute to the continuous improvement of our reporting processes.

Key Responsibilities:

  • Develop, maintain, and enhance operational reports and dashboards using PowerBI, SharePoint, MS Excel, and MS Lists.
  • Collaborate with various departments to gather and understand business requirements and translate them into effective reporting solutions.
  • Analyze data to identify trends, patterns, and insights that can drive business decisions.
  • Ensure data accuracy and integrity in all reports and dashboards.
  • Manipulate and transform data to create meaningful and actionable insights.
  • Provide training and support to team members on the use of PowerBI, SharePoint, MS Excel, and MS Lists.
  • Continuously seek opportunities to improve reporting processes and tools.
  • Respond to ad-hoc reporting requests and provide timely and accurate information.

Skills Required:

  • Proven experience with Microsoft PowerBI, SharePoint, MS Excel, and MS Lists.
  • Strong analytical and problem-solving skills.
  • Proficiency in data manipulation and transformation.
  • Data-oriented mindset with a keen eye for detail.
  • Ability to understand and interpret business requirements.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Detail-oriented with a focus on data accuracy and quality.

Qualifications and Experience:

  • Bachelor's degree in Business, Information Technology, or a related field.
  • 9-15 years of relevant experience in an operational reporting role.

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