About this role
1. Data Collection and Management
• Gather data from multiple sources such as SFDC CRM systems, databases, Excel files, and business applications. • Ensure accuracy, completeness, and consistency of data. • Maintain and update master databases regularly.
2. Report Generation
• Prepare daily, weekly, monthly, and ad hoc MIS reports. • Create management dashboards and performance trackers. • Generate reports on sales, operations, productivity, customer service, and financial performance.
3. Data Analysis
• Analyze business trends and performance metrics. • Identify gaps, exceptions, and improvement opportunities. • Provide insights to support strategic and operational decisions.
4. Dashboard and Automation
• Develop automated reports using Excel, Power BI, Tableau, SQL, or similar tools. • Reduce manual reporting through automation and macros. • Maintain KPI dashboards for leadership review.
5. Performance Monitoring
• Track Key Performance Indicators (KPIs). • Monitor productivity, target achievement, and SLA adherence. • Highlight deviations from targets and recommend corrective actions.
6. Data Quality and Governance
• Validate data before report submission. • Ensure compliance with organizational data standards. • Identify and rectify data discrepancies.
7. Stakeholder Coordination
• Work closely with business teams, operations, finance, sales, and management. • Understand reporting requirements and deliver timely information.
Technical Skills Required
• Advanced Microsoft Excel (Pivot Tables, Lookups, Power Query, Macros) • Power BI • Data Visualization • Basic Statistics and Analytics
Key Soft Skills
• Analytical thinking • Attention to detail • Problem-solving ability • Time management • Communication and presentation skills • Stakeholder management