MIS Executive – TA/DA, Incentive & Expense Verification & Validation

Department

Finance / Sales Operations / MIS

Reporting To

Manager – MIS

Experience

3–5 Years

Qualification
Bachelor’s degree in Commerce, Finance, Business Administration, or related field.
Proficiency in MS Excel is mandatory.

Job Purpose

To ensure accurate verification, validation, compilation, and MIS reporting of employee TA/DA claims, incentives, and business expenses by coordinating with concerned departments and maintaining compliance with company policies.

Key Responsibilities
Verify and validate Travel Allowance (TA), Daily Allowance (DA), incentive claims, and employee expense reimbursements as per company policies.
Coordinate with concerned departments, reporting managers, Sales, HR, Finance, and employees for clarification and approval of claims.
Scrutinize supporting documents such as bills, travel details, approvals, attendance records, tour plans, and expense vouchers.
Identify discrepancies, policy deviations, duplicate claims, or missing documents and ensure timely resolution.
Prepare accurate MIS reports on a day-to-day basis related to TA/DA, incentives, and expenses on a daily, weekly, and monthly basis.




Maintain master data related to DB (Distributor) master and records of employee claims and reimbursement history on a day-to-day basis.
Generate analytical reports highlighting expense trends, budget utilization, pending claims, and policy exceptions.
Ensure timely processing of verified claims for payment for salary and expenses.
Maintain proper documentation and digital records for audit and compliance purposes.
Support internal and external audits by providing required reports and supporting documents.
Assist in process improvements and automation of reimbursement and MIS reporting processes.
Coordinate with HR, Finance, Payroll, and Sales teams to ensure data accuracy and timely closure of claims.

Key Skills Required
Robust knowledge of MS Excel and SFA (Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, Data Validation, MIS Reporting).
Positive analytical and numerical skills.
Knowledge of TA/DA, reimbursement, and incentive processes.
Attention to detail and accuracy.
Valuable communication and coordination skills.
Ability to work with large volumes of data.
SFA and MDS knowledge with TA/DA automation and proper calculation.

📌 Mis Ta/da Greater Noida (India)
🏢 Sunshine Workforce Solutions
📍 India