AI Scenario Tester - Financial Advisory

Blue Oak Consulting is seeking an AI Scenario Tester to help our analytical teams verify the logical consistency of automated financial outputs. This is a part-time, fully remote contract position for a detail-oriented professional who enjoys finding flaws in commercial arguments and data-driven assumptions.
About Blue Oak Consulting
Blue Oak Consulting provides independent advisory on pricing, portfolio economics, capital allocation, and acquisition assumptions. We are not a traditional consulting firm focused on broad transformation programs or high level strategy decks. Instead, we interrogate specific commercial decisions where the financial stakes are high and the existing narrative is not sufficient. Our team looks past corporate language and P&L complexity to identify where value is leaking or capital is trapped. We work across sectors like software, manufacturing, and healthcare to test whether the assumptions behind a growth plan or an acquisition actually hold under pressure. We are a small, principal led firm where the people who do the work are the ones accountable for the results. We do not take transaction contingent fees, which allows us to be completely honest about whether the economics of a decision make sense. Our goal is to provide clarity through financial discipline and a healthy amount of skepticism. We stay through the execution phase because decisions that look sound in theory often fail when they meet real world friction.

The Role
As an AI Scenario Tester, you will act as a critical checkpoint in our workflow. We increasingly use sophisticated tools to model financial outcomes, but these tools often generate results that lack common sense or ignore sector realities. You will work from your own location in this fully remote role, spending your time running specific test cases through our AI models. Your goal is to see where the logic breaks. Because we are a principal-led firm, you will interact directly with senior advisors to discuss why a model might be producing unrealistic pricing recommendations or flawed capital allocation forecasts. This is a contract role that offers the chance to see the inner workings of high-stakes commercial advisory without the fluff of traditional corporate environments.

What You Will Be Doing

• Reviewing AI-generated financial reports to identify inconsistencies in pricing logic or market assumptions.
• Running repetitive test scenarios to ensure that data outputs remain stable across different inputs.
• Documenting specific instances where automated tools fail to account for real world friction in healthcare or manufacturing sectors.
• Comparing AI model projections against historical portfolio data to verify accuracy.
• Creating detailed logs of model errors related to capital allocation and acquisition scenarios.
• Assisting principals in refining the prompts and parameters used to generate commercial insights.
• Checking that automated summaries of P&L data match the underlying financial spreadsheets.
• Participating in remote team check-ins to provide feedback on the reliability of new digital tools.
• Verifying that AI-driven recommendations follow the firm standard for skeptical, evidence-based analysis.

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What You Bring

• A degree in progress or recently completed in finance, economics, business, or a related field.
• Comfortable working with Excel, including the ability to understand basic formulas and data structures.
• A naturally skeptical mindset and an interest in finding why a financial case might not be solid.
• Strong written communication skills and the ability to explain complex errors in plain English.
• Ability to work independently in a fully remote environment while maintaining high productivity.
• A high level of attention to detail and the patience to perform repetitive testing cycles.
• Interest in how AI tools are used within the professional services and consulting sectors.
• Reliability in meeting deadlines for part-time contract assignments.
• Basic understanding of corporate financial statements such as a P&L or balance sheet.

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What We Offer

• Fully remote work arrangement with flexibility on where you are located.
• Direct exposure to senior principals who value honesty and analytical discipline over hierarchy.
• Professional development in the field of financial advisory and AI performance testing.
• A part-time schedule that allows for a healthy balance with other commitments or studies.
• Attractive and competitive pay that reflects the market and the specialized nature of the work.
• A straightforward work culture that focuses on technical accuracy rather than corporate politics.

Working at Blue Oak Consulting means joining a group of professionals who value clarity and intellectual honesty above all else. We do not hide behind complex models or vague strategy talk: we focus on whether the numbers actually work and whether a decision will truly create value. In this role, your contributions help ensure that our advice remains grounded in reality. You will be helping us maintain the high standard of financial discipline that our clients expect from an independent advisor. This position is an opportunity to build a foundation in commercial logic while working on projects that have real consequences for large-scale businesses.