Associate - Quantitative and Qualitative analyst

Overview

Associate, Tech Strategy & Operations is a quantitative role supporting the planning, reporting, and operating rhythm of the Technology organization, based in India and reporting on a matrix basis to the Managing Director, Tech Strategy & Operations in Los Angeles.

What you'll do

• Build, maintain, and improve financial and operational models supporting the Technology budget, forecast, and long-range plan, including headcount, vendor spend, cloud/infrastructure costs, and project-level investment cases.
• Support the annual planning and quarterly reforecast cycles: consolidate inputs from Technology leaders, reconcile to Finance submissions, and explain variances between actuals, budget, and forecast.
• Design and maintain Power BI dashboards and reports covering spend, capacity, delivery metrics, and KPIs; own the underlying data models, DAX measures, and refresh pipelines.
• Turn raw data from Finance, procurement, and delivery tooling into clean, reusable datasets and repeatable reporting, reducing manual effort through automation and better data hygiene.
• Prepare analyses and decision-support materials for the MD, Tech Strategy & Operations and other senior stakeholders, including business cases, scenario and sensitivity analyses, benchmarking, and vendor/contract cost reviews.
• Produce executive-ready summaries and presentations that translate analytical detail into a clear recommendation and a defensible set of assumptions.
• Support the operating cadence of the Technology function, including monthly/quarterly business reviews, leadership reporting packs, and tracking of strategic initiatives against milestones and financial targets.
• Partner across time zones with Technology, Finance, and Tech PMO counterparts in India, Los Angeles, and other locations to gather inputs, validate data, and drive issues to resolution.
• Identify opportunities to improve planning and reporting processes and help implement the resulting changes.

What you'll need

• Bachelor's degree in finance, accounting, economics, engineering, statistics, business analytics, or a related quantitative discipline.
• 5+ years of experience in financial planning and analysis, business/technology finance, strategy and operations, consulting, or a comparable analytical role.
• Demonstrated financial modeling skills: able to build a clear, well-structured model from scratch (budgets, forecasts, business cases, scenario analysis) and stand behind the assumptions.
• Advanced Excel (complex formulas, lookups, pivot tables, data tables, structured workbook design).
• Hands-on Power BI experience: data modeling, DAX, report and dashboard design, Power Query, and managing datasets and scheduled refreshes.
• Strong data skills: comfortable sourcing, cleaning, and reconciling large datasets from multiple systems, with a high bar for accuracy and attention to detail.
• Strong written and verbal communication skills in English; able to present analysis and recommendations clearly and credibly to senior, non-financial stakeholders.
• Works effectively both independently and as part of a team: takes ownership of deliverables, manages competing priorities, and follows through with limited supervision.
• Comfortable operating in a matrixed, cross-border environment and collaborating with a US-based leader, including flexibility for periodic overlap with Pacific Time.
• Discretion and sound judgment in handling confidential financial and organizational information.

Nice to have

• Technology-sector or IT-finance exposure.
• Experience with SQL and querying data warehouses or lakehouse platforms.
• Familiarity with enterprise planning and ERP systems (e.g., SAP, Oracle, Workday Adaptive Planning, Anaplan).
• Exposure to cloud cost management / FinOps concepts (AWS, Azure, or GCP spend analysis and optimization).
• Experience with Python or R for data analysis and automation.
• Hands-on use of AI tools to accelerate analytical work, e.g., Microsoft Copilot in Excel or Power BI, Copilot Studio, ChatGPT/Claude, or similar, with good judgment about where AI output needs to be validated.
• Familiarity with AI-assisted analytics features such as natural-language querying, Power BI Copilot, or automated narrative/insight generation.
• Interest in applying AI and automation to planning, reporting, and operations workflows, including building or piloting lightweight solutions.
• Working knowledge of Agile delivery metrics and tools such as Jira or ServiceNow.
• Experience supporting IT vendor management, software licensing, or contract renewals.
• Prior experience in a global shared-services or global capability center model.

Details

• Location: Hyderabad, India.
• Work mode: 3 days in office / 2 days remote (3/2).
• Shift timings: 1PM-10PM.
• Periodic overlap with Pacific Time.