1. Assisting with the automation of Excel-based tasks using Visual Basics for Application - preparing reports, data transformation etc
2. Analyzing, interpreting, and visualizing data sets (simple to complex) to enable quick decision-making using Microsoft Power BI or MS Excel
3. Assisting in the development of visually appealing dashboards from data sets in Power BI, Excel, and Google Analytics importantly
4. Understanding accounts, Purchase Sale Payment Receipt transaction reports, bookkeeping entries, business processes, etc.
5. Participating in project meetings, contributing ideas, and assisting in project planning
6. Documenting minutes, project description, workflow, business processes, etc.
7. Making effective and appealing presentations, content creation, and blogs relating to projects
8. Supporting team in various analytics projects, presenting findings to senior leadership, and making data-driven recommendations
9. Working on tax return preparations, audit preparations, and reconciliations for statutory compliance
We as a team are Business Analysts, Business Processes Automation Specialists, AI Freaks. We like to create business insights for the company by setting standard operating procedures of processes that we automate using cost-effective technology.
We do data modeling, data crunching, automate financial, operational processes of the clients, create MIS and business insights dashboards, solve tax, and financial reporting-related matters.
We use advanced Microsoft tools and techniques, visual basics, Power BI, Tableau, Google Analytics, Google sheets, and can work on wide ERPs - SAP, dynamics, tally, Oracle, Zoho, TATA business ERP, etc.
As a person I am Chartered Accountant by profession with >8 years of experence, understands financial postion of business, business operations and functions very well.
