Oil and Gas/Energy Finance Managed Services, Principal

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in key U.S. regions and major financial centers. 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 attestation 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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook, and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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.

About the Role

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.

Responsibilities

• Practice leadership:

  • 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.
  • 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.

• Business development and revenue growth:

  • 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.

• Finance solution development:

  • 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.