Finance Reporting Specialist

Job Description – Finance MIS Executive

Experience : 2–5 Years

Employment Type : Full-time

Role Overview

We are seeking a proactive and detail-oriented MIS Executive to support our SaaS business operations through robust data management, analytics, and reporting. The ideal candidate will combine strong technical skills (Excel, Power BI, and PowerPoint) with solid business acumen to deliver insights, dashboards, and high-quality documentation.

Key Responsibilities :

• Design, develop, and maintain MIS reports, dashboards, and trackers to monitor key SaaS metrics such as ARR, MRR, churn, NRR, CAC, LTV, and pipeline conversions.
• Create executive dashboards and analytical summaries for management and board reviews.
• Develop PowerPoint decks, one-pagers, and business performance summaries highlighting operational and financial trends.
• Draft high-level walkthroughs, process maps, and solution briefs for new initiatives, strategic projects, and product rollouts.
• Partner with Finance, Sales, and Product teams to ensure data consistency and accuracy across platforms.
• Automate and streamline recurring reports using Power Query, Power BI, or VBA / macros.
• Support AOP (Annual Operating Plan), budgeting, and forecasting processes through data consolidation and insights.
• Track and report key performance indicators across departments to drive informed decision-making.

Key Skills & Competencies

Qualifications