Accounts and MIS Executive

Innovision; Gurugram District; On-site; INR 400,000 - 700,000; Full time

Job summary

Innovision is seeking a detail-oriented collections executive to prepare and maintain daily, weekly, and monthly MIS reports, track client outstanding balances, and monitor ageing reports. You will call clients for payment follow-ups and coordinate with Accounts, Operations, and Business Development to resolve discrepancies.

The role requires strong MS Excel skills, familiarity with Tally, and the ability to maintain accurate records of invoices, receipts, and payments.

Qualifications

• Good knowledge of MS Excel and MIS reporting.
• Working knowledge of Tally is mandatory.
• Good communication skills and confidence in calling clients for payment follow-up.
• Knowledge of accounts receivable and collection processes.
• Good understanding of outstanding and ageing reports.
• Knowledge of Pivot Tables, VLOOKUP/XLOOKUP, IF, SUMIF/SUMIFS will be preferred.
• Good numerical and analytical skills.
• Strong follow-up and coordination skills.
• Attention to detail and accuracy.

Responsibilities

• Prepare and maintain daily, weekly, and monthly MIS reports.
• Maintain client-wise outstanding and collection data.
• Track pending and overdue payments and prepare ageing reports.
• Make regular calls to clients for payment follow-up and collection status.
• Coordinate with clients regarding pending invoices, payments, and outstanding balances.
• Update payment and collection status in MIS and Tally.
• Maintain accurate records of invoices, receipts, collections, and outstanding amounts.
• Work on Tally for maintaining and checking financial/collection-related data.
• Coordinate with the Accounts, Operations, and Business Development teams regarding collections.
• Prepare reports and dashboards for management review.
• Identify discrepancies in collection data and coordinate for resolution.
• Monitor collection targets versus actual collections.
• Maintain proper documentation and ensure timely submission of reports.

Skills

MS Excel

MIS reporting

Payment follow-up

Communication skills

Attention to detail

Analytical skills

Coordination skills

Accounts receivable

Ageing reports

Tools

Tally

Job description

Role & responsibilities

• Prepare and maintain daily, weekly, and monthly collection MIS reports.
• Maintain client-wise outstanding and collection data.
• Track pending and overdue payments and prepare ageing reports.
• Make regular calls to clients for payment follow-up and collection status.
• Coordinate with clients regarding pending invoices, payments, and outstanding balances.
• Update payment and collection status in MIS and Tally.
• Maintain accurate records of invoices, receipts, collections, and outstanding amounts.
• Work on Tally for maintaining and checking financial/collection-related data.
• Coordinate with the Accounts, Operations, and Business Development teams regarding collections.
• Prepare reports and dashboards for management review.
• Identify discrepancies in collection data and coordinate for resolution.
• Monitor collection targets versus actual collections.
• Maintain proper documentation and ensure timely submission of reports.

Preferred candidate profile

• Good knowledge of MS Excel and MIS reporting.
• Working knowledge of Tally is mandatory.
• Good communication skills and confidence in calling clients for payment follow-up.
• Knowledge of accounts receivable and collection processes.
• Good understanding of outstanding and ageing reports.
• Knowledge of Pivot Tables, VLOOKUP/XLOOKUP, IF, SUMIF/SUMIFS will be preferred.
• Good numerical and analytical skills.
• Strong follow-up and coordination skills.
• Attention to detail and accuracy.