Energy Managing Director - Financial Advisory Services

Embark; Dallas (TX); On-site; USD 200,000 - 320,000; Full time

Benefits offered by this job

Unlimited PTO

Comprehensive healthcare

3% 401(k) matching

Career development: CPE credits

Job summary

Embark in Dallas seeks an Energy Managing Director with 15+ years in Big 4/public accounting and/or oil and gas, upstream preferred. You will lead client engagements, shape strategy, and mentor teams while delivering tailored advisory services.

CPA or CPA candidate required; strong US GAAP knowledge; exceptional communication and proven business development. You will manage multiple engagements and build senior-level relationships with clients and partners.

Qualifications

• 15+ years of experience in Big 4/public accounting and/or oil & gas (upstream preferred).
• CPA or CPA candidate.
• Strong knowledge of U.S. GAAP.
• Strong computer skills, particularly in Excel.
• Keen attention to detail.
• Ability to build and sustain relationships with senior leadership and key decision-makers.
• Strong business development skills with a track record in driving growth in professional services.
• Excellent communication, negotiation, and presentation skills.
• Proactive problem-solving and ability to manage multiple client engagements.

Responsibilities

• Develop and execute the company’s business strategies.
• Provide strategic advice to clients.
• Prepare and implement comprehensive business plans to facilitate execution.
• Develop and execute the company’s business strategies to attain board and shareholder goals.
• Ensure policies and guidelines are communicated and followed.
• Maintain trusted relationships with shareholders and partners.
• Delegate responsibilities and supervise executives to drive performance.
• Provide performance feedback to teams.
• Represent the company publicly to strengthen its profile.

Skills

U.S. GAAP

Excel proficiency

Attention to detail

Relationship building with senior领导

Business development

Communication & presentation

Problem solving

Time management across engagements

Leadership of consultant teams

Education

CPA or CPA candidate

Tools

Excel

ERP systems (Enertia, OGSYS, Pak Energy, Quorum)

Job description

Note: This role is open to any of our established markets listed here - https://www.embarkwithus.com/offices

Experience a 45X+ award-winning culture!

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

Advisory Managing Director:

Managing directors in consulting are primarily responsible for providing direction and guidance to teams of employees and ensuring that projects are accomplished in a timely manner.

• Developing and executing the company’s business strategies
• Providing strategic advice to our clients
• Preparing and implementing comprehensive business plans to facilitate execution
• Develop and execute the company’s business strategies in order to attain the goals of the board and shareholders
• Ensure company policies and legal guidelines are communicated all the way from the top down in the company and that they are followed at all times
• Communicate and maintain trust relationships with shareholders, business partners, and authorities
• Delegate responsibilities and supervise the work of executives providing guidance and motivation to drive maximum performance
• Provide performance feedback to teams
• Act as the public speaker and public relations representative of the company in ways that strengthen its profile

To be a good fit for our Energy Managing Director role you will have:

• 15+ years of experience in Big 4/public accounting and/or oil and gas industry (upstream preferred)
• CPA or CPA candidate
• Strong knowledge of U.S. GAAP
• Strong computer skills, particularly in Excel
• Keen attention to detail
• Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs and delivering tailored solutions that drive value.
• Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice.
• Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.
• A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
• Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
• Exceptional skills in leading and developing teams of consultants

Added bonus if you have…

• SEC filing exposure/experience
• Operational accounting experience
• Experience in oil and gas ERPs (Enertia, OGSYS, Pak Energy, Quorum, etc)

In closing...

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.