Surendra Yadav

Detail-oriented MIS Executive with 3+ years of experience in data management, MIS reporting, and Excel-based analysis in the microfinance sector. Skilled in Advanced Excel, Power BI, and MySQL for generating actionable insights and improving operational efficiency. Proven ability to manage large datasets, create dashboards, and support data-driven decision-making.

Branch Relationship Manager (MIS & Operations) at Prayas Financial Services Pvt. Ltd. (2023-12 – 2025-01)

• Managed and analyzed large customer datasets using Advanced Excel for daily and monthly MIS reporting
• Created automated Excel reports using Pivot Tables and lookup functions to track performance metrics
• Performed data validation and cleaning to ensure 100% accuracy in financial and operational records
• Generated management reports and dashboards to support business decision-making
• Maintained structured financial records and supported billing/accounting entries in Tally Prime
• Streamlined data tracking systems, improving reporting efficiency and turnaround time
• Achieved Highest Loan Distribution Award at Zone Level through efficient data and operations management

Relationship Manager (MIS & Data Operations) at CreditAccess Grameen Ltd. (2022-07 – 2023-12)

• Managed branch-level databases and generated daily/weekly MIS reports for performance tracking
• Conducted data entry, validation, and reporting for operational and financial datasets
• Created structured Excel reports for monitoring collections, disbursement, and branch performance
• Coordinated with branch teams for timely data submission and reporting accuracy
• Improved data organization and retrieval systems for faster reporting
• Achieved Highest Loan Distribution Award twice by optimizing data tracking processes

Data Entry Assistant (Data & Operations Support) at Alive GIC (2021 – 2022)

• Maintained insurance policy data and generated reports for renewals and performance tracking
• Handled data entry, documentation, and customer data management
• Supported reporting and analysis of sales and policy data

Bachelor of Commerce in B.Com – Siddharth University (2023)

Intermediate in 12th – Nautanwa Inter College (2020)

High School in 10th – Madhuban Inter College (2018)