PRIVATE CLIENT ACCOUNT SPECIALIST (Houston/Dallas/Fort Worth/Tulsa)

What We Do

At PetroLedger, we pride ourselves on delivering exceptional financial services to the oil and gas industry. Our mission is to serve our clients' traditional outsourcing needs with talented people, best-in-class technology, and deep industry expertise. Join a team that values accuracy, innovation, and collaboration as we empower clients to achieve their business goals.

The Opportunity

We are seeking a motivated Private Client Account Specialist to join our team. In this role, you will play an integral part in delivering a full suite of oil and gas financial services to operators, non-operators, and mineral interest owners. Your expertise will ensure our clients receive accurate and timely financial data, enabling them to make informed business decisions. This is an exciting opportunity to work in a dynamic and fast-paced environment while contributing to the success of a growing company.

What You Will Be Doing

As a Private Client Account Specialist, you will be responsible for:

Master File Maintenance

• Updating related master files, including JIB and Revenue decks, property/well master, and vendor data.

Accounts Payable

• Processing invoices for payment (e.g., Operating invoices, Non-Op JIBs, G&A).
• Reconciling and communicating with clients regarding amounts due to vendors.

Revenue & Billing

• Maintaining billing decks and working with division orders to process transfers.
• Recording oil and gas sales for operated, non-operated, and mineral interest properties.
• Managing the monthly revenue cycle for payments to WI, royalty, and ORRI recipients.
• Processing prior period adjustments and participating in period closing activities.

Financial Management

• Assisting in the preparation of monthly revenue and expense accruals.
• Preparing and recording general ledger journal entries and financial statements.
• Performing bank reconciliations.

Coordination and Communication

• Collaborating with client production departments for revenue allocation basis.
• Coordinating with the internal Regulatory group for accurate tax rate maintenance.
• Responding to owner relations inquiries.
• Managing multiple deadlines and ensuring timely task completion.

What You Will Bring to PetroLedger

Skill

• Strong multitasking and organizational abilities to manage multiple assignments and competing priorities effectively.
• Detail-oriented with a team-focused attitude.
• Aptitude to learn new technologies, products, and concepts.
• Self-motivation with strong communication and critical thinking skills.
• Proficiency in Excel (e.g., Pivot Tables/VLOOKUP).
• Familiarity with AP/Revenue software platforms such as DocVue, Open Invoice, and Energy Link.

Preferred Qualifications

• 3-5 years of industry experience (preferred).
• Associate’s degree in accounting, Finance, Business or related field preferred; relevant experience may be considered in lieu of a degree 

What Our Organization is Providing

At PetroLedger, we value our employees and provide a supportive work environment that fosters professional growth and work-life balance. Our benefits include:

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan with employer matching.
• Paid time off (PTO) and company holidays.
• Professional development opportunities to help you grow in your career.
• Bonus Opportunities

We are proud to be an equal opportunity employer. PetroLedger celebrates diversity and is committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.