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Job Description
- Extract large volumes of data from Metabase, Zoho, and other internal business systems for financial reporting, reconciliation, and analysis.
- Work with raw, unstructured, and fragmented datasets and perform data cleansing, formatting, mapping, merging, and transformation.
- Identify data gaps, inconsistencies, duplicates, and mismatches, and ensure data accuracy and completeness before reporting.
- Combine data from multiple sources to create consolidated datasets for Finance and business analysis.
- Handle recurring and ad hoc data requests from the Finance team and other stakeholders within defined timelines.
- Develop and maintain reports, saved questions, dashboards, and data extracts in Metabase.
- Create reusable report links and configure appropriate access permissions so that authorised team members can independently access and download reports.
- Enable self-service reporting by creating standardised report links, templates, filters, and documented extraction procedures.
- Understand Metabase's underlying data structure, filters, query logic, and reporting capabilities.
- Work with the relevant data or technology team to resolve access issues, optimise queries, and improve reporting availability.
- Maintain a central repository of standard reports, report links, data definitions, and extraction instructions.
- Prepare and maintain periodic MIS reports covering revenue, collections, receivables, payables, COD, expenses, profitability, and other financial and operational metrics.
- Consolidate data from multiple sources to support monthly financial reporting and management reviews.
- Develop standardised reporting templates with appropriate checks, reconciliations, and validation mechanisms.
- Track key financial and operational metrics and highlight material variances, unusual trends, and data discrepancies.
- Support the Finance team in preparing management reports, business performance reviews, and data-backed analysis.
- Automate repetitive data extraction, cleaning, consolidation, and reporting activities using advanced Excel, Google Sheets, Power Query, SQL, Python, or other relevant tools.
- Identify manual reporting processes that can be simplified, automated, or standardised.
- Build scalable data workflows to reduce turnaround time and dependency on ad hoc support from other teams.
- Create standard operating procedures for recurring reports, including source identification, extraction steps, validation checks, and report-sharing mechanisms.
- Continuously improve data quality, reporting efficiency, and the reliability of Finance MIS.
- Support the preparation, organisation, and maintenance of financial and operational data rooms for management reviews, investor due diligence, audits, and other business requirements.
- Extract, consolidate, validate, and organise data requested by internal and external stakeholders.
- Maintain structured folders, standardised file naming conventions, version control, and supporting schedules.
- Ensure reports and supporting files are accurate, traceable to source data, and readily accessible when required.
- Coordinate with Finance and relevant business teams to close data gaps and fulfil information requests within agreed timelines.
- Support revenue, cost, margin, collections, working capital, and profitability analysis through structured datasets and MIS reports.
- Assist in preparing budgets, forecasts, variance analysis, and business performance reports as required.
- Provide reliable data and analytical support to Finance leadership for business reviews and decision-making.
- Translate business reporting requirements into clear data requests, report structures, and measurable outputs.
- Bachelor's degree in Finance, Commerce, Economics, Business Administration, Statistics, or a related discipline. A master's degree in Finance, Management, or Analytics is an added advantage.
- 1–3 years of relevant experience in Finance MIS, data analytics, reporting, business intelligence, or a similar role.
- Strong hands-on proficiency in advanced Excel and Google Sheets, including Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS, INDEX-MATCH, conditional formulas, data validation, and handling large datasets.
- Practical experience with Metabase or a similar BI/reporting tool, including report creation, filters, saved queries, dashboard management, and sharing report links.
- Working knowledge of SQL for extracting, joining, filtering, and aggregating data is strongly preferred.
- Experience with Power Query, Google Apps Script, Python, or other reporting automation tools is an advantage.
- Ability to work with large datasets from multiple systems and convert raw data into clean, structured, analysis-ready information.
- Strong understanding of data reconciliation, validation, accuracy checks, and error identification.
- Experience preparing MIS reports, management dashboards, data rooms, or investor/audit data packs.
- Strong problem-solving skills, attention to detail, ownership, and the ability to deliver accurate outputs within tight timelines.
- A data-oriented professional who enjoys working with large volumes of raw data.
- Someone who can independently extract, clean, transform, reconcile, and report data without constant supervision.
- A hands-on candidate who can create reusable reports and report links, enabling other teams to access data without repeatedly depending on Finance.
- Someone who can identify opportunities to automate manual reporting and improve turnaround times.
- A proactive individual who takes ownership of data accuracy, report quality, and delivery timelines.
- Someone comfortable working in a fast-paced, evolving business environment with changing data and reporting requirements.
Skills
PythonSQLStatisticsExcelAdvanced ExcelGoogle SheetsZohoFinancial AnalysisFinancial ReportingReconciliationDue DiligenceVariance AnalysisPivot TablesVLOOKUPProcess ImprovementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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