Oil and Gas​/Energy Finance Managed Services, Principal

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 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.

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.

• 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

• 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

• 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
• Suppo…