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JOB DESCRIPTION – MIS EXECUTIVE (ADVANCED EXCEL)
Company: Straight Line Food Products Pvt. Ltd. & Other Group Companies
Department: MIS / Reporting / Operations
Job Location: Kolkata, West Bengal
Position: MIS Executive – Advanced Excel
Employment Type: Full-Time
Job Summary
We are looking for a highly skilled and detail-oriented MIS Executive with expert-level knowledge of Advanced Microsoft Excel, data analysis, report preparation and management information systems. The candidate will be responsible for preparing, maintaining and analyzing daily, weekly and monthly MIS reports for multiple companies, ensuring data accuracy, timely reporting and providing meaningful insights to management for business decision-making.
Key Roles & Responsibilities1. Daily MIS Reporting
Prepare and circulate daily, weekly and monthly MIS reports for multiple companies.
Collect, consolidate and verify data from different departments and business units.
Prepare daily sales reports, purchase reports, payment and collection reports, expense reports, stock reports and other management reports as required.
Track daily business performance, targets, achievements and pending activities.
Ensure reports are accurate, updated and submitted within defined timelines.
Maintain historical MIS data and organized reporting files for future reference.
2. Advanced Microsoft Excel
Demonstrate expert-level practical knowledge of Microsoft Excel.
Use advanced formulas and functions, including:
VLOOKUP, HLOOKUP and XLOOKUP
INDEX and MATCH
IF, IFS, SUMIF, SUMIFS, COUNTIF and COUNTIFS
IFERROR, AND, OR and nested IF formulas
SUMPRODUCT and other advanced calculation functions
Date, text and logical functions
Create and manage Pivot Tables, Pivot Charts, slicers and dynamic reports.
Use conditional formatting, data validation, sorting, filtering and data cleaning techniques.
Prepare automated and formula-driven reports to reduce manual work and improve reporting efficiency.
Work with large datasets while maintaining accuracy and performance.
3. Multiple Company Data Management
Consolidate and maintain MIS data for Straight Line Food Products Pvt. Ltd. and other group/associated companies.
Maintain separate company-wise reports and consolidated management reports.
Ensure correct classification of data by company, department, product, customer, vendor and reporting period.
Reconcile data from multiple sources and identify discrepancies, missing information or duplicate entries.
Maintain proper file naming, version control and structured data storage.
4. Sales, Purchase & Payment Reports
Prepare daily sales summaries and customer-wise sales reports.
Track customer outstanding balances, collections and pending payments using data provided by the relevant teams.
Prepare purchase summaries, supplier-wise reports and expense analysis.
Monitor sales targets, sales achievements, product performance and payment status.
Coordinate with sales, accounts, purchase, inventory and operations teams to collect and validate data.
5. Data Analysis & Management Reporting
Analyze business data and identify trends, variances, unusual movements and reporting errors.
Prepare comparison reports for daily, weekly and monthly performance.
Develop dashboards and management summaries using Excel.
Present key performance indicators (KPIs) in a clear and easy-to-understand format.
Support management with accurate data for planning, performance monitoring and decision-making.
6. Report Automation & Process Improvement
Develop standardized Excel templates for recurring reports.
Automate repetitive reporting tasks using advanced formulas, Pivot Tables and, where applicable, Power Query.
Identify opportunities to reduce manual data entry and improve reporting processes.
Ensure formulas, report formats and data structures remain consistent across companies.
Maintain appropriate data checks to minimize errors and improve reliability.
Required Skills & Competencies
Expert practical knowledge of Advanced Microsoft Excel.
Strong command of VLOOKUP, HLOOKUP, XLOOKUP, INDEX-MATCH and advanced formulas.
Excellent knowledge of Pivot Tables, Pivot Charts, dashboards and data consolidation.
Experience preparing daily MIS reports for multiple companies.
Strong analytical, numerical and problem-solving abilities.
High attention to detail and commitment to data accuracy.
Ability to handle large volumes of data and meet strict reporting deadlines.
Good communication and coordination skills for working with different departments.
Ability to work independently, manage priorities and maintain confidentiality.
Educational Qualification & Experience
Graduate in Commerce, Business Administration, Statistics, Mathematics or a related field.
Minimum 2–4 years of relevant experience in MIS reporting and Advanced Excel preferred.
Candidates with hands-on experience managing MIS reports for multiple companies will be preferred.
Knowledge of Power Query, Power Pivot, basic Power BI and Excel Macros/VBA will be an added advantage.
Key Performance Expectations
Timely preparation and submission of daily, weekly and monthly reports.
Accuracy and consistency of all MIS data.
Efficient consolidation of data across multiple companies.
Reduction in manual reporting and repetitive work through automation.
Quick identification and correction of discrepancies.
Clear, reliable and actionable reports for management.
Practical Excel Assessment
Candidates may be required to complete a practical Excel test covering:
VLOOKUP / HLOOKUP / XLOOKUP and INDEX-MATCH.
Advanced IF, SUMIFS and COUNTIFS formulas.
Pivot Table creation and analysis.
Data cleaning, duplicate identification and reconciliation.
Preparation of a daily MIS report and a consolidated management dashboard from raw data.
Work arrangement
No
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