Oil and Gas/Energy Finance Managed Services, Principal

Baker Tilly US; Frisco (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading advisory firm is seeking a Principal to oversee and develop their Oil and Gas / Energy Finance Managed Services practice. This senior leadership role requires deep finance industry experience and the capability to build client relationships while translating complex needs into managed services solutions. Responsibilities include driving growth strategy, leading business development, and enhancing finance operations for clients in the energy sector. This opportunity emphasizes collaborative engagement and practical insight into financial challenges within the industry.

Qualifications

• 20+ years of experience in finance, consulting, managed services, outsourcing, or transformation, particularly in Oil and Gas or Energy.
• Proven leadership experience in building or scaling a practice, service line, or industry vertical.
• Deep understanding of finance operating models and managed services.

Responsibilities

• Lead the Oil and Gas / Energy Finance Managed Services practice as the senior industry leader.
• Define the growth strategy and market priorities for the practice.
• Originate and close new business within the Oil and Gas / Energy sector.
• Serve as a trusted advisor to senior finance executives.

Skills

Business development

Finance transformation

Client relationship management

Strategic leadership

Industry expertise in Oil and Gas

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

We are seeking a Principal to lead and grow our Oil and Gas / Energy Finance Managed Services practice. This leader will be responsible for building the vertical strategy, expanding market presence, developing client relationships, and shaping finance focused managed services solutions for companies across the energy sector.

This is a senior leadership role for a market facing executive who brings deep finance and industry experience, strong commercial instincts, and the ability to translate complex client needs into scalable managed services solutions. The Principal will help clients strengthen finance operations, improve visibility and control, modernize processes, and create more resilient operating models. The ideal candidate brings a combination of industry credibility, commercial leadership, and operating model experience. This person will help position Managed Services as a strategic operating partner to energy clients rather than a traditional outsourcing provider.

The role is focused exclusively on the Finance function and includes leadership across finance transformation, controllership support, close and reporting, FP&A support, procure to pay, order to cash, cash flow visibility, compliance, and finance related application support.

Key Responsibilities

• Lead the Oil and Gas / Energy Finance Managed Services practice as the senior industry leader
• Define the growth strategy, market priorities, and solution focus for the practice
• Build a differentiated point of view around finance managed services for the energy sector
• Partner across the firm to align industry strategy, managed services capabilities, and client priorities
• Help establish the practice as a recognized leader in finance operations and transformation for energy clients

• Originate and close new business within the Oil and Gas / Energy sector
• Build relationships with CFOs, CAOs, controllers, finance leaders, private equity sponsors, and portfolio company executives
• Identify and pursue opportunities across new logos, existing clients, and cross sell relationships
• Lead strategic pursuits, solution development, executive presentations, and pricing discussions
• Develop a strong and actionable pipeline that supports practice growth goals

• Shape finance managed services solutions tailored to Oil and Gas / Energy clients

Focus Solutions On Areas Such As

• Procure to pay, order to cash
• FP&A support
• Close and consolidation
• Management reporting
• Technical accounting support
• Finance data and analytics
• Working capital and cash visibility
• Finance controls and compliance
• ERP and finance application support
• Bring practical insight into the finance challenges unique to the sector, including joint ventures, complex allocations, project accounting, asset intensive operations, multi entity structures, and acquisition integration
• Help clients move from fragmented finance processes to a more integrated and accountable operating mode

Client advisory and executive engagement

• Serve as a trusted advisor to senior finance executives
• Help clients assess their current finance function, identify gaps, and define a future state model
• Position managed services as a strategic enabler of stronger finance performance, not simply a staffing alternative
• Support clients through finance modernization, process redesign, control enhancement, and operating model evolution
• Act as executive sponsor for priority client relationships within the practice

Internal collaboration and capability building

• Partner with delivery leaders to ensure solutions are practical, scalable, and aligned with client outcomes
• Inform talent strategy for the practice, including capability needs, leadership requirements, and industry expertise
• Contribute to the development of playbooks, solution assets, and industry specific offerings
• Support recruiting, mentoring, and development of talent aligned with the practice
• Provide leadership input into annual planning, forecasting, and investment priorities

Qualifications

• 20+ years of experience in finance, consulting, managed services, outsourcing, or transformation, with significant experience in Oil and Gas or Energy
• Proven leadership experience in building or scaling a practice, service line, or industry vertical
• Deep understanding of finance operating models and managed services solutions
• Strong commercial track record with demonstrated success in business development and executive relationship management
• Experience advising CFOs, controllers, and finance leadership teams on transformation, performance improvement, and finance operations