Key Responsibilities

System building and maintenance

- Build, maintain and improve FMS (Flow Management System) sheets for GST returns, TDS, tax audit, statutory audit and ITR workflows.
- Set up and run the Checklist (CL) and Delegation (DL) systems for all staff, covering daily, weekly and monthly recurring tasks.
- Maintain the SCOT client-service tracker, with staff-wise desk views and restricted access (fee data visible to admin only).
- Run the Help Ticket / Help Desk system: track tickets, follow up on closures and maintain the FAQ bank.

MIS and reporting

- Prepare the weekly MIS for each team member: planned vs actual, % work not done, % work done late. Present it in the weekly review meeting.
- Follow up with staff on pending and delayed tasks, and escalate to partners where needed.
- Build dashboards in Google Sheets or Looker Studio showing filing status, audit stage tracking and client-wise progress.
- Prepare client-wise status reports (data received, query raised, return filed), including multi-branch clients.

Automation

- Automate sheets using Google Apps Script, Google Forms and advanced formulas (QUERY, ARRAYFORMULA, FILTER, XLOOKUP, IMPORTRANGE).
- Link Forms to FMS so task completion updates automatically.
- Support data pipelines from Tally and other tax software into tracking sheets.
- Use AI tools (ChatGPT/Claude) to speed up formula writing, scripting and reporting.





Process discipline

- Document SOPs for each system and train staff on using them.
- Keep data clean, consistent and on time. Audit the systems regularly for gaps and missed entries.

Required Skills

- Solid command of Google Sheets: QUERY, ARRAYFORMULA, FILTER, IMPORTRANGE, data validation, protected ranges.
- Working knowledge of Google Apps Script (JavaScript basics) and Google Forms.
- Advanced MS Excel (Pivot, Power Query is a plus).
- Dashboarding in Looker Studio or similar.
- Ability to follow up firmly but politely with staff, and to keep the weekly MIS rhythm without fail.
- Good written communication in Hindi and English.

Preferred (Added Advantage)

- Hands-on experience implementing BCI / Rahul Jain systems (FMS, CL/DL, MIS scoring, PC role).
- Experience in a CA firm or with GST/TDS compliance workflows.
- Exposure to Tally, Python, or tools like BMP Formulas, AppSheet or Zapier.

Qualification

- Graduate in any discipline (B.Com / BCA / B.Sc IT preferred).
- Certification in Advanced Excel or Google Workspace is a plus.

Key Skills (Naukri tags)
MIS, Google Sheets, Google Apps Script, Advanced Excel, FMS, Checklist Delegation, Process Coordinator, Looker Studio, Dashboard, Workflow Automation, BCI Systems, Data Reporting, Follow-up, Google Forms

📌 MIS Executive Process Systems & Automation (Delhi)
🏢 Aggarwal Vikram & Associates
📍 Delhi