Oil and Gas/Energy Finance Managed Services, Principal

Baker Tilly US is seeking a Principal for its Oil and Gas/Energy Finance Managed Services practice in Philadelphia, PA. The role involves leading strategy, expanding market presence, and developing client relationships within the energy sector. The ideal candidate should have extensive finance and industry experience, strong commercial instincts, and the ability to create scalable managed services solutions. This is a senior leadership position focused on enhancing finance operations for energy clients.
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.

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.

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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.

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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

Practice leadership

Lead the Oil and Gas / Energy Finance Managed Services practice as the senior industry leaderDefine the growth strategy, market priorities, and solution focus for the practice Build a differentiated point of view around finance managed services for the energy sectorPartner across the firm to align industry strategy, managed services capabilities, and client prioritiesHelp 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 sectorBuild relationships with CFOs, CAOs, controllers, finance leaders, private equity sponsors, and portfolio company executivesIdentify and pursue opportunities across new logos, existing clients, and cross sell relationshipsLead strategic pursuits, solution development, executive presentations, and pricing discussionsDevelop 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 cashFP&A supportClose and consolidationManagement reportingTechnical accounting supportFinance data and analyticsWorking capital and cash visibilityFinance controls and complianceERP and finance application supportBring 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 integrationHelp 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 executivesHelp clients assess their current finance function, identify gaps, and define a future state modelPosition managed services as a strategic enabler of stronger finance performance, not simply a staffing alternativeSupport clients through finance modernization, process redesign, control enhancement, and operating model evolutionAct 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 outcomesInform talent strategy for the practice, including capability needs, leadership requirements, and industry expertiseContribute to the development of playbooks, solution assets, and industry specific offeringsSupport recruiting, mentoring, and development of talent aligned with the practiceProvide 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 EnergyProven leadership experience in building or scaling a practice, service line, or industry verticalDeep understanding of finance operating models and managed services solutionsStrong commercial track record with demonstrated success in business development and executive relationship managementExperience advising CFOs, controllers, and finance leadership teams on transformation, performance improvement, and finance operations