Operational Generalist (Dashboards & Business Intelligence)

Position Overview

We are seeking a highly skilled and versatile Operational Generalist with expertise in data management, business intelligence, and dashboard development. This individual will be responsible for building and maintaining comprehensive dashboards across multiple departments including Sales, Operations, HR, Technology, Academics, Teachers, and Finance/Accounting (P&L). The role requires strong analytical abilities, proficiency with tools like Excel, Power BI (or equivalent BI technologies), and the ability to collaborate across teams to ensure data-driven decision-making at all levels.

Key Responsibilities

• Dashboard Development & Management
• Design, build, and maintain dynamic dashboards using Excel, Power BI, or other best-in-class BI tools.
• Consolidate data from Sales, Ops, HR, Academics, Technology, Teachers, and Finance into a centralized reporting hub.
• Automate reports and ensure real-time or scheduled updates.
• Data Integration & Analysis
• Work with different departments to gather, clean, and validate data from multiple sources (CRM, ERP, HRMS, Accounting software, LMS, etc.).
• Integrate financial data including company accounting, P&L, revenue, expenses, and profitability into dashboards.
• Analyze trends, patterns, and KPIs to provide actionable insights for leadership.
• Collaboration & Stakeholder Management
• Partner with Sales, HR, Academics, Tech, and Finance teams to understand reporting needs and metrics.
• Standardize reporting formats across all departments for uniform business visibility.
• Act as a bridge between teams to ensure data accuracy, consistency, and transparency.
• Process Optimization
• Identify opportunities to automate manual reporting processes.
• Recommend and implement the best technologies for data collection, transformation, and visualization.
• Maintain data governance standards to ensure security and compliance.

Key Skills & Qualifications

• Bachelor’s degree in Business, Data Analytics, Information Systems, or related field.
• Strong expertise in Excel (advanced formulas, pivot tables, macros, VBA preferred).
• Hands-on experience with Power BI, Tableau, or other BI/analytics platforms.
• Knowledge of databases (SQL preferred) and data pipelines is a plus.
• Understanding of financial statements, P&L, and accounting basics.
• Strong analytical thinking, problem-solving, and attention to detail.
• Excellent communication skills to interact with cross-functional teams.
• Ability to manage multiple projects and deliver under tight deadlines.

Preferred Experience

• Prior experience in EdTech / Education / SaaS industry (nice to have).
• Worked with ERP, CRM, HRMS, or Accounting software integrations.
• Experience in end-to-end business performance reporting across functions.

What We Offer

• Opportunity to work directly with leadership and influence company-wide decision-making.
• Exposure to multi-departmental operations and full business P&L.
• A fast-paced, dynamic environment with room for innovation and ownership.

Job Types: Full-time, Permanent, Fresher, Internship
Contract length: 6 months

Pay: ₹30,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Provident Fund

Work Location: In person