Posted:2 weeks ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Job Title: Business Presentation, Process & Reporting Specialist with excellent reporting & presentation skills.


Location:

Shift


Role Overview:

We are seeking a detail-oriented and creatively driven professional to support business teams in developing high-quality client-facing materials and management reports. The role involves conceptualizing and creating impactful PowerPoint presentations, refining process documentation in Word, building process maps in Visio, and designing performance metrics dashboards and reports to support business reviews and decision-making.


Key Responsibilities:

Presentation Development:

  • Design and enhance visually compelling business presentations (PowerPoint/ Canva) for internal and client use, including reviews, proposals, and governance forums.
  • Translate complex business information and data into clear, engaging visuals and narratives.
  • Maintain alignment with brand and communication standards.

Process Documentation & Mapping:

  • Create, format, and enhance Word-based documents such as SOPs, process notes, and reference guides.
  • Develop and refine process maps and workflow diagrams using Microsoft Visio in collaboration with subject matter experts.
  • Ensure documentation is comprehensive, standardized, and easy to maintain.

Metrics & Reporting:

  • Conceptualize, define, and track key business metrics and performance indicators.
  • Develop and maintain visually clear and insightful reports and dashboards (in PowerPoint, Excel, or other reporting tools).
  • Partner with business teams to identify reporting needs and automate recurring reports where possible.
  • Present data-driven insights in a structured, business-friendly format for leadership reviews.

Collaboration & Support:

  • Partner closely with business leads and project managers to understand objectives and tailor deliverables accordingly.
  • Recommend improvements to document design, layout, and reporting structures for greater clarity and impact.
  • Manage and maintain standardized templates, visual assets, and data repositories for reuse across teams.


Skills & Qualifications:

  • Advanced proficiency in

    Microsoft PowerPoint, Canva, Word, Visio

    , and

    Excel

    (charts, pivot tables, data visualization).
  • Strong ability to

    conceptualize metrics

    and transform data into meaningful insights.
  • Excellent visual storytelling and document design skills.
  • Strong written communication, attention to detail, and stakeholder management.
  • Experience in

    process documentation, reporting, or business analytics

    within operations, consulting, or transformation functions preferred.
  • Familiarity with

    BI/reporting tools

    (e.g., Power BI, Tableau) is an advantage.


Ideal Candidate Profile:

  • 3–6 years of experience in business documentation, reporting, or presentation design.
  • Background in business operations, analytics, or process excellence preferred.
  • Creative thinker with strong analytical and visualization skills, capable of bringing structure and clarity to complex information.
  • KYC/ AML knowledge is a plus

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eClerx

IT Services and IT Consulting

Mumbai Maharashtra

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