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 an Operations Analyst (Fresher) to join our Tech Operations team. In this role, you will be responsible for driving operational efficiency by actively tracking tasks, documenting workflows, and ensuring seamless execution across ongoing projects and modules.
You will play a critical role in bringing structure, visibility, and accountability to day-to-day operations by capturing key takeaways from meetings, tracking progress, and proactively following up on deliverables. Additionally, you will support reporting and MIS while leveraging AI tools to streamline processes and improve turnaround time.
If you thrive in a fast-paced, execution-driven environment and enjoy working with data, processes, and cross-functional teams, we’d love to hear from you!
The ideal candidate is highly proactive, vigilant, detail-oriented, and organized—someone who takes ownership, follows through diligently, and is quick to adapt and learn in a dynamic environment.
C. Key Responsibilities
- Track and manage all ongoing tasks, workflows, and modules within the tech operations function to ensure timely execution
- Attend and actively participate in meetings by capturing clear action items, key takeaways, and ownership details
- Follow up and monitor progress on tasks to ensure deadlines are met and no items fall through the cracks
- Maintain structured records of all workflows, updates, and task statuses for visibility and accountability
- Prepare and manage MIS reports, trackers, and dashboards using Excel for internal reporting
- Analyze and organize data to generate meaningful insights and support decision-making
- Leverage AI tools to automate repetitive tasks, improve efficiency, and enhance productivity
- Identify gaps and inefficiencies in processes and proactively suggest improvements
- Ensure high accuracy and attention to detail in all reports, trackers, and documentation
D. Required Qualifications & Experience
Education
- MBA in Management, Operations, HR, or related fields
Experience
- 0 - 1 year of experience (freshers with strong aptitude are encouraged to apply)
Essential technical skills
- Strong proficiency in MS Excel (data tracking, basic formulas, reporting)
- Ability to create and manage structured trackers and MIS reports
- Comfort with using productivity and AI tools (e.g., ChatGPT, Claude, Notion AI, etc.)
- Strong documentation and note-taking skills
Preferred
- Basic understanding of operations, project coordination, or tech workflows
- Strong follow-up, coordination, and communication skills
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: Analyst - Operations
- Annual Compensation: As per industry standards
- Work Schedule: Office
- Nature: Full time
- Shift: 03:00 PM – 12:00 AM IST
- Location: Dehradun, Uttarakhand
