Job Summary

We are looking for a detail-oriented MIS Executive – Finance & Investment to manage financial reporting, business analytics, budgeting, forecasting, and investment-related management information systems (MIS). The ideal candidate will be responsible for generating accurate financial insights, developing dashboards, monitoring key business metrics, and supporting strategic decision-making through data-driven analysis.

Key Responsibilities

Financial Reporting & MIS

- Prepare daily, weekly, monthly, quarterly, and annual MIS reports.
- Develop and maintain management dashboards and financial reports.
- Analyse Profit & Loss Statements, Balance Sheets, and Cash Flow Statements.
- Generate revenue, profitability, and expense reports.
- Ensure timely and accurate submission of all management reports.
- Standardise reporting formats across departments.

Budgeting & Financial Planning
- Assist in annual budgeting and financial planning.
- Prepare budget vs. actual variance reports.
- Monitor departmental budgets and spending.
- Support forecasting of revenue, expenses, and cash flow.
- Identify financial trends and recommend corrective actions.

Investment & Financial Analysis
- Perform ROI, IRR, NPV, and cost-benefit analysis.
- Prepare investment performance reports and financial models.
- Support fundraising, investor reporting, and due diligence processes.
- Analyze capital expenditure proposals and business expansion opportunities.
- Assist management with strategic financial decision-making.

Business Performance Analysis

- Monitor business KPIs and operational performance.
- Analyze product, category, and channel profitability.
- Track revenue growth, margins, and operating costs.
- Identify opportunities to improve profitability and operational efficiency.




- Prepare executive summaries and business performance reports.

Cash Flow & Working Capital
- Prepare daily and monthly cash flow reports.
- Monitor receivables, payables, and working capital.
- Perform aging analysis and liquidity monitoring.
- Support treasury planning and cash management activities.

Data Management & Automation
- Maintain accurate financial databases and MIS records.
- Validate financial data received from multiple departments.
- Automate reports using Excel, Power BI, and ERP systems.
- Improve reporting efficiency and reduce manual processes.
- Develop dashboards for real-time business insights.

Required Skills

- Advanced Microsoft Excel (Pivot Tables, XLOOKUP, Power Query, Macros)
- Financial Modeling
- Budgeting & Forecasting
- Financial Analysis & Reporting
- MIS Reporting
- Power BI / Tableau
- ERP Systems (SAP, Oracle, Microsoft Dynamics, Tally, Zoho Books)
- Robust analytical and problem-solving skills
- Excellent communication and presentation skills
- High attention to detail and organisational abilities

Qualifications

- Bachelor’s degree in Finance, Accounting, Commerce, Economics, Business Administration, or a related field.
- MBA (Finance), CA Inter, CMA
- 2–5 years of experience in MIS, Finance, Financial Planning & Analysis (FP&A;), or Investment Reporting.

Preferred Experience

- Investor reporting and fundraising support
- Financial planning and budgeting
- Business performance analysis
- Dashboard creation and financial visualisation
- ERP implementation and reporting automation
- Advanced Excel and Power BI reporting

Key Performance Indicators (KPIs)

- Accuracy and timeliness of MIS reports.
- Quality of financial insights and reporting.
- Dashboard efficiency and report automation.
- Support for strategic business and investment decisions.
- Data accuracy and compliance with reporting standards.

📌 MIS Executive- Finance & Investment (Gurugram)
🏢 GO Devil
📍 Gurugram