MIS Executive

1. Expense Data Management

• Collect, compile, and verify daily/weekly/monthly expense reports from sales executives and area managers.
• Check supporting documents such as travel bills, accommodation, fuel, and miscellaneous claims.
• Ensure all expense submissions comply with company policies and approval hierarchies.

2. Expense Verification & Control

• Review claims for accuracy, validity, and policy compliance before forwarding for approval.
• Flag discrepancies or non-compliant claims and coordinate with the sales team for clarification.
• Maintain a digital log of all expense submissions, rejections, and approvals.

3. Reporting & Analysis

• Prepare consolidated expense MIS reports (daily, weekly, monthly) for management review.
• Analyze expense trends by region, team, or category to control unnecessary costs.
• Generate variance reports comparing actual expenses vs. approved budgets.
• Share periodic dashboards and insights to support cost control initiatives.

4. Coordination & Reimbursement Support

• Coordinate with the Accounts/Finance department for timely reimbursements.
• Follow up with sales staff for pending or incomplete submissions.
• Assist in resolving queries related to claims or payment delays.

5. Process Improvement

• Recommend improvements in the expense reporting and approval process.
• Help in implementing automated tools (like Excel macros, Power BI dashboards, or ERP systems).
• Maintain accurate and up-to-date master data for the sales team (territories, travel entitlements, etc.).

Key Skills & Competencies:

• Proficiency in MS Excel (Pivot Tables, VLOOKUP, Dashboard creation).
• Strong attention to detail and accuracy.
• Good communication and coordination skills with sales and accounts teams.
• Analytical mindset for expense trend analysis and cost optimization.

Job Types: Full-time, Permanent

Pay: From ₹20,000.00 per month

Work Location: In person