Occams Advisory
Website:
occamsadvisory.com
Job details:
A. Company Overview
Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.
B. About Your Role
We are looking for a detail-oriented and analytical MIS Agent who can effectively manage reporting, data analysis, dashboard development, and process automation.
The ideal candidate should possess strong technical expertise in Excel, reporting tools, and business intelligence platforms, with the ability to transform raw data into meaningful business insights while improving operational efficiency through automation.
C. Key Responsibilities
- Prepare, maintain, and automate daily, weekly, and monthly MIS reports.
- Develop interactive dashboards and real-time performance reports for stakeholders.
- Analyze large datasets to identify trends, gaps, and actionable insights.
- Create automated reporting solutions to reduce manual effort and improve accuracy.
- Design and manage live online workbooks and dashboards with real-time data refresh capabilities.
- Collaborate with internal stakeholders to understand reporting requirements and deliver customized solutions.
- Ensure data accuracy, consistency, and integrity across all reporting platforms.
- Support management with ad-hoc reporting and business analysis requirements.
- Identify opportunities for process improvement and reporting automation.
D. Required Qualifications & Experience
Education:
- Graduate in any discipline, preferably in Computer Applications, Information Technology, Business Administration, Statistics, Mathematics, or a related field.
Experience:
- Minimum 1 year of experience in MIS Reporting, Data Analysis, Business Intelligence, or a similar role.
Essential Technical Skills:
- Demonstrated proficiency in professional written and spoken English, with the ability to create business reports, documentation, and stakeholder communications effectively.
- Advanced proficiency in Microsoft Excel, including:
- Advanced Formulas and Functions (XLOOKUP, INDEX-MATCH, SUMIFS, COUNTIFS, IFERROR, etc.)
- Pivot Tables and Pivot Charts
- Data Validation and Conditional Formatting
- Power Query
- VBA Macros and Excel Automation
- Strong hands-on experience with Power BI, including:
- Dashboard Development
- Data Modeling
- DAX Functions
- Interactive and Real-Time Reporting
- Experience in creating and managing live online reports and dashboards using Excel Online, SharePoint, Google Sheets, or similar platforms.
- Knowledge of automation tools such as Microsoft Power Automate or similar workflow automation platforms.
- Ability to work with large datasets, data cleansing, transformation, and validation techniques.
- Working knowledge of SQL for data extraction and reporting.
- Understanding of data visualization principles and KPI reporting.
- Experience with business reporting tools, CRM systems, ERP platforms, or contact center reporting environments.
- Strong analytical, problem-solving, and process improvement skills.
- Excellent attention to detail and data accuracy.
- Effective communication and stakeholder management skills.
Preferred Skills:
- Candidates possessing relevant certifications in Microsoft Office (Advanced Excel), Power BI, Data Analytics, SQL, Business Intelligence, Reporting Tools, Process Automation, RPA, or related technologies from recognized institutions or certification providers will be preferred. Such certifications should demonstrate proficiency in data analysis, reporting, dashboard development, automation, and business intelligence solutions.
E. Benefits & Perks
- Health Insurance for you and your dependents including parents
- Provident Fund
- 3 % Fixed CTC Budget for Learning Opportunities
- Market Leading Leave Policy
- Paid Holidays per Calendar Year
- Employee Recognition & Rewards
- One of the best cultures of benevolent meritocracy
F. Job Details
- Title: MIS Agent
- Annual Compensation: As per Industry Standard
- Work Schedule: Office
- Nature: Full time
- Shift: 3:00 PM to 12:00 AM IST
- Location: Dehradun
Click on Apply to know more.