Process Consultant-Order to cash

Job Title: Process Consultant Order to Cash (O2C)

Location: Onsite Client Location, New York, NY
Experience Level: 12 15+ Years
Job Type: Full-Time | Contract/Permanent (based on engagement)

About the Role:

We are seeking a highly skilled Order to Cash (O2C) Process Consultant to join a high-impact T-OT Transformation Program, based onsite in New York, NY. This consultant will lead the design and optimization of end-to-end O2C processes, ensuring alignment with enterprise goals around a Unified Financial Foundation, Integrated Operations & Data, and Scalability & Compliance.

This is a strategic role requiring close collaboration with Finance, Sales Operations, IT, and Compliance teams to redesign processes, improve controls, and enable ERP-driven transformation.

Key Responsibilities:

Process Analysis & Design:

• Lead discovery and analysis of existing Order to Cash processes, including order management, invoicing, collections, credit management, and revenue recognition.

• Identify inefficiencies, manual gaps, compliance risks, and opportunities for standardization and automation.

• Design future-state O2C processes aligned with ERP capabilities and internal control requirements.

ERP & Technology Alignment:

• Collaborate with implementation teams to translate business needs into ERP configurations (Oracle Cloud, SAP S/4HANA, Workday, etc.).

• Define key process controls, approval flows, credit/collections policies, and integration points with other workstreams (e.g., P2P, R2R, Cash Apps).

Stakeholder Engagement:

• Facilitate workshops with stakeholders across Finance, Accounts Receivable, Sales, IT, and Compliance.

• Build consensus on redesigned processes and ensure alignment with broader transformation goals.

Compliance & Reporting:

• Ensure all process designs are SOX and SEC compliant, supporting audit readiness, revenue integrity, and real-time financial reporting.

• Define and support implementation of metrics, dashboards, and KPIs for ongoing process monitoring.

Change Management Support:

• Assist in developing SOPs, training content, and communication plans to support user adoption.

• Provide guidance and support during UAT, go-live, and stabilization phases.

Required Qualifications:

• 12 15+ years of experience in O2C process consulting, transformation, or operations in complex enterprise environments.

• In-depth knowledge of Order to Cash processes including order entry, invoicing, credit controls, dispute resolution, and cash application.

• Hands-on experience with ERP implementations involving O2C modules (Oracle, SAP, Workday, NetSuite).

• Strong understanding of financial controls, GAAP/IFRS, and SOX compliance requirements.

• Exceptional communication, facilitation, and documentation skills.

• Bachelor's degree in Finance, Accounting, Business, or related field; MBA or CPA is a plus.

Preferred Skills:

• Experience in high-growth, global, or multi-entity environments.

• Familiarity with O2C automation tools, RPA, customer portals, and CRM integrations (e.g., Salesforce).

• Exposure to revenue recognition (ASC 606), collections strategies, or credit scoring systems.

Work Authorization:

• Must be authorized to work in the U.S.

• Required to work onsite at the client location in New York