Data Analyst Assistant
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.
The Role
This is a full time, permanent position that is conducted entirely in a remote environment. You will work closely with our principals to dig into the numbers provided by our partners, often starting with the Italian infrastructure project. The goal is to move past P&L complexity and find where value might be leaking. You will be expected to think critically and ask why certain numbers exist high up in a spreadsheet, rather than just accepting them as facts. This role offers an attractive and competitive compensation package for an entry level professional looking to gain deep experience in financial analysis.
What You Will Be Doing
- Cleaning and organizing large datasets from various sources to build a clear financial picture.
- Testing the logic behind pricing assumptions to see if they survive real world friction.
- Helping build financial models that track capital allocation across different infrastructure assets.
- Identifying outliers and anomalies in expenditure reports that do not align with the stated narrative.
- Updating portfolio economics trackers to reflect new acquisition data.
- Collaborating with the team through virtual channels to clarify findings and refine analysis.
- Preparing clear summaries of data trends that highlight potential financial risks.
- Verifying the accuracy of inputs used in growth forecasts for specific business units.
- Assisting in the interrogation of acquisition assumptions for new investment opportunities.
- A degree or background in finance, economics, mathematics, or a related field with a heavy emphasis on data.
- Strong proficiency in Microsoft Excel, including the ability to manage complex formulas and large tables.
- A skeptical mindset that enjoys finding inconsistencies in spreadsheets and reports.
- Comfort working in a fully remote setting where communication is largely written and specific.
- Ability to organize messy data into structured formats without losing important context.
- Interest in how large businesses actually spend money and allocate internal capital.
- Reliability and a willingness to learn how to scrutinize financial statements at a deep level.
- Strong attention to detail, especially when reviewing line items that seem out of place.
- A fully remote work schedule that provides flexibility and removes the need for a daily commute.
- Direct access to firm principals who provide mentorship and clear feedback on your work.
- The opportunity to work on high stakes projects, such as our current work with the Italian infrastructure group.
- A professional environment focused on logic and evidence rather than corporate politics.
- Practical training in financial modeling and capital allocation analysis.
- A permanent, stable role within a firm that values individual accountability and results.
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Skills
- design
- designer
- part time
- digital nomad
- dev
- sys admin
- technical
- javascript
- cloud
- css
- html
- junior
- engineer
- python
- front end
- django
- testing
- web dev
- quality assurance
- java
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