Investment and Retirement Planner developing tailor - made financial planning and investment solutions for RBC clients. Collaborating with teams to acquire new clients and maintain existing relationships.
About the role
- Principal responsible for leading Oil and Gas/Energy Finance Managed Services practice at Baker Tilly. Focused on building strategy and client relationships in the energy sector.
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
- 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
- Support clients through finance modernization, process redesign, control enhancement, and operating model evolution
- Act as executive sponsor for priority client relationships within the practice
- 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
Requirements
- 20+ years of experience in finance, consulting, managed services, outsourcing, or transformation
- 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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