Job Description

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
Job Type: Full-time

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