Job Summary

We are looking for an experienced and detail-oriented Senior Executive – MIS & Expense Verification to join our MIS team.

The role will be responsible for verifying employee expense claims, maintaining MIS reports, reconciling expense data, checking supporting documents, ensuring compliance with company policies, and coordinating with the Sales Team, Accounts, HR, and Management for accurate and timely processing.

The ideal candidate should have strong MS Excel and MIS skills, excellent analytical ability, attention to detail, and experience in handling large volumes of data and expense verification.

Key Responsibilities1. Expense Verification

- Verify employee expense claims, including travel, conveyance, lodging, boarding, local travel, and other business-related expenses.
- Check expense claims against company policies, approved limits, eligibility criteria, and applicable guidelines.
- Verify bills, receipts, supporting documents, travel details, and expense entries.
- Cross-check claim amounts, dates, calculations, and supporting documents for accuracy.
- Identify incorrect, unsupported, excess, duplicate, or unusual expense claims.
- Raise queries with employees and reporting managers wherever clarification or additional documentation is required.
- Ensure expense claims are complete, accurate, and submitted within defined timelines.
- Coordinate with employees and managers for corrections, approvals, and pending submissions.
- Verify approved claims and forward them to the Accounts Department for further processing.
- Maintain a proper audit trail of verified and rejected claims.

1. MIS & Reporting

- Prepare and maintain daily, weekly, and monthly MIS reports related to employee expenses and sales-related data.
- Maintain employee-wise, department-wise, location-wise, and month-wise expense reports.
- Prepare expense summaries, pending reports, exception reports, and management dashboards as required.
- Reconcile expense data between different reports, systems, and supporting documents.
- Track submitted, approved, rejected, pending, and processed expense claims.
- Identify trends, discrepancies, and unusual expense patterns and highlight them to management.
- Provide accurate MIS reports to management within defined timelines.




- Support management with data analysis and ad-hoc MIS reports whenever required.

1. Data Management & Documentation

- Maintain accurate employee-wise and month-wise expense records.
- Maintain expense verification trackers and pending claim reports.
- Ensure proper documentation and record-keeping for audit and reference purposes.
- Update verified data in Excel, ERP, MIS tools, MAssist, or other designated applications.
- Maintain data accuracy while handling large volumes of employee and expense information.
- Ensure confidentiality of financial, employee, and business-related information.
- Maintain proper records of rejected, modified, and approved claims.

1. Coordination & Follow-up

- Coordinate with the Sales Team, Reporting Managers, Accounts, HR, and Management regarding expense claims and MIS requirements.
- Follow up with employees for missing bills, incomplete information, corrections, and pending submissions.
- Coordinate with managers for pending approvals.
- Resolve data discrepancies by coordinating with relevant departments.
- Provide clarification and supporting data to management whenever required.
- Follow up with Accounts regarding the status of verified expense claims.
- Ensure timely closure of pending expense-related issues.

1. Process Improvement

- Identify gaps and recurring errors in the expense verification process.
- Suggest improvements in expense verification, reporting, and MIS processes.
- Develop and maintain standardized trackers and reporting formats.
- Improve data accuracy and reduce manual errors in MIS reporting.
- Support automation and digitization of MIS and expense verification processes wherever possible.

Required Skills & Competencies
- Strong knowledge of MS Excel.
- Hands-on experience with:
- Pivot Tables
- VLOOKUP / XLOOKUP
- SUMIF / SUMIFS
- IF formulas
- Data filtering and sorting
- Data reconciliation
- Conditional formatting




- MIS reporting and dashboards
- Strong analytical and numerical skills.
- Good understanding of expense verification and supporting documentation.
- Ability to identify discrepancies, duplicate claims, and data inconsistencies.
- Experience handling large volumes of data.
- Good communication and coordination skills.
- Strong follow-up and problem-solving abilities.
- High level of accuracy and attention to detail.
- Valuable time management and ability to work within deadlines.
- Ability to work independently and take ownership of MIS activities.
- Knowledge of MAssist or similar Sales applications will be an added advantage.

Educational Qualification
- Graduate in Commerce, Business Administration, Finance, Management, or a related field.
- Additional certification in MIS, Advanced Excel, Finance, or Data Analytics will be an advantage.

Experience
- 3–6 years of relevant experience in MIS, expense verification, sales MIS, finance operations, expense management, or a similar role.
- Candidates with experience in Sales MIS / FMCG / Retail / Field Sales / Expense Management will be preferred.

Key Performance Indicators (KPIs)
- Accuracy of expense verification and MIS reporting.
- Accuracy of data reconciliation.
- Timely identification of duplicate, incorrect, excess, and unsupported claims.
- Reduction in pending expense claims.
- Compliance with company expense policies.
- Timely submission of MIS reports.
- Timely coordination with Accounts and Sales teams.
- Reduction in recurring data and expense-related errors.
- Timely closure of employee expense queries.

Candidate Profile The ideal candidate should be analytical, detail-oriented, process-driven, and comfortable working with numbers and large datasets. The candidate should have the ability to independently manage MIS reporting and expense verification while coordinating effectively with multiple departments. If you are strong in Excel, MIS reporting, data reconciliation, and expense verification and are looking for a role with ownership and responsibility, we would like to hear from you.

Pay: ₹35,000.00 - ₹40,000.00 per month

Benefits

- Cell phone reimbursement
- Flexible schedule
- Provident Fund

Work Location: In person

📌 Senior Executive – MIS & Expense Verification (Mumbai)
🏢 Ccigmaa Lifestyles
📍 Mumbai