Regional Manager Oil & Gas Accounting and Client Service​/SAM Regional Manager

Regional Manager, Oil & Gas Accounting & Client Service

This role is responsible for the fiduciary management of oil, gas, and mineral assets, combining advanced revenue accounting and Joint Interest Billing (JIB) oversight for complex trust, estate, and investment management portfolios. The position requires independent judgment, strong accounting and land expertise, and the ability to manage risk while delivering high quality client outcomes. The role also has dotted line oversight responsibility for all oil and gas accounting processes across internal stakeholders.

• Analyze and monitor complex oil, gas, and mineral assets held in trusts, estates, and investment management accounts.
• Provide strategic recommendations to optimize asset value, mitigate risk, and align with client objectives.
• Support onboarding and ongoing administration of large, complex non-operated working‑interest and mineral royalty portfolios.
• Review, validate, and reconcile oil and gas revenue statements, including netted statements, check detail, suspense activity, and adjustments.
• Ensure accurate revenue allocation by property, owner, and interest.
• Monitor and resolve revenue suspense, escheated funds, shut‑ins, delay rentals, lease bonuses, and other oil & gas income.
• Support timely and accurate client distributions in accordance with fiduciary standards.
• Assist in providing clients with consolidated financial statements and financial reporting support.
• Review and approve non‑operated JIB charges for allowability, accuracy, and timing.
• Investigate, dispute, and resolve incorrect or unsupported JIB charges with operators.
• Monitor unpaid JIB balances and coordinate resolution across internal teams.
• Support reconciliation of historical JIB balances, including retroactive corrections.
• Serve as a key accounting and asset‑management partner during system integrations, platform conversions, and data migrations impacting oil, gas, and mineral assets.
• Support pre‑ and post‑conversion validation of revenue, ownership, JIB, and historical balances.
• Participate in data mapping, user acceptance testing (UAT), and reconciliation activities to ensure completeness and accuracy.
• Identify, research, and remediate data integrity issues related to revenue, JIB, ownership, or asset records.
• Support post‑conversion stabilization efforts to minimize client disruption and operational risk.
• Collaborate with IT, operations, and third‑party vendors to ensure conversion outcomes meet fiduciary, regulatory, and internal control standards.
• Design and implement revenue and JIB accounting workflows, templates, and analytical tools to support a scalable internal function.
• Establish and document standard operating procedures for all revenue and JIB accounting processes.
• Provide clients and internal stakeholders with regular updates on financial reporting; support Lease Operating Statement (LOS) preparation and analysis, ensuring accurate cost allocation by tract and well.
• Monitor oil and gas production to verify operator payments and compliance with legal and regulatory requirements.
• Assist in detailed annual reviews and analyses of account oil and gas holdings.
• Support audits, client inquiries, and regulatory or fiduciary reviews.
• Identify control gaps and recommend enhancements to improve accuracy, efficiency, and risk mitigation.
• Partner closely with Private Bank relationship managers as necessary to deliver integrated client solutions.
• Act as a key liaison between Operations Accounting, Division Order, tax, and external operators.
• Provide clear, timely communication to clients as necessary.
• Contribute to process improvement, documentation, and knowledge‑sharing initiatives.

• 10+ years of professional experience in the oil and gas industry with a strong emphasis on upstream revenue and/or JIB accounting; plus if this experience is from a mineral owner perspective.
• Team leadership or supervisory experience preferred.
• Demonstrated experience managing complex oil, gas, and mineral portfolios.
• Deep knowledge of oil and gas revenue streams, revenue recognition, severance/production tax monitoring, royalty payments, purchaser statement…