Lead Oracle AR / O2C Functional Consultant

Role: Lead Oracle AR / O2C Functional Consultant
Location: Dallas, TX (Hybrid)

Engagement Context

Candidate will typically be deployed on Oracle EBS-to-Fusion migrations, Fusion Cloud implementations, or production support engagements. Expect direct interaction with client Finance leadership from Week 1. This is not a role where functional gaps can be hidden behind technical teammates.

Role Summary

The Lead Oracle AR / O2C Functional Consultant owns the Accounts Receivable and Order-to-Cash workstreams end-to-end on FourSteps engagements. This is a client-facing senior role with direct accountability for month-end close support, functional design decisions, and stakeholder management with Finance Controllers, AR Managers, and IT leadership.

The ideal candidate combines deep Oracle AR functional expertise with the structured communication and facilitation skills required to lead client workshops, CRP sessions, and UAT cycles.

Must-Have Functional Expertise

Oracle AR Platform

• Hands-on Oracle AR (EBS R12 and/or Fusion Cloud) — minimum 8 years in a functional capacity
• O2C end-to-end fluency: Order → Invoice → Receipt → Application → Close
• Lockbox, AutoInvoice, AutoReceipt, AutoAccounting configuration and troubleshooting

Month-End Close (Critical)

• AR sub-ledger close procedures and period-close exception handling
• Sub-ledger to GL reconciliation; identification and resolution of unaccounted transactions
• Revenue recognition cutoff and close controls

Transaction Lifecycle (Must Articulate Clearly)

• Invoices, Debit Memos, Credit Memos — setup, creation, accounting impact

Adjustments vs Credit Memos

Candidate must clearly explain:

• When each is used
• The accounting entries generated
• Approval workflow
• Typical business scenarios for both
• Receipts and applications, write-offs, chargebacks, on-account receipts

Reporting & Compliance

Remittance Advice

• Generation
• Supported formats
• Downstream processing for vendors and customers

Withholding Tax in AR

• Setup
• Calculation
• Reporting
• Jurisdictional handling

Aging Report

• Collections use
• Bucket configuration
• Reconciliation with GL balances — not just definition
• Standard AR reporting suite and reconciliation reports

Intercompany (AGIS)

Advanced Global Intercompany System (AGIS)

Hands-on setup and operation including:

• Intercompany organizations
• Transaction types
• Approval and auto-invoicing rules
• Recurring transactions and batches
• End-to-end intercompany transaction flow — Initiator to Recipient, AR invoice creation on initiator side, AP invoice creation on recipient side
• Intercompany reconciliation and mismatch resolution during month-end close
• Intercompany netting, elimination entries, and coordination with GL/consolidation teams
• Fusion Cloud Intercompany module equivalent experience (for EBS-to-Cloud migration candidates)

Communication & Leadership (Non-Negotiable)

This is a Lead role. Deep functional knowledge without the ability to convey it is disqualifying.

• Can walk through an end-to-end business process logically and unprompted
• Prior experience leading client workshops, CRP sessions, and UAT cycles
• Direct stakeholder management with Finance Controllers, AR Managers, Tax leads, and IT counterparts
• Structured verbal articulation under questioning — can handle pushback and clarifying questions without losing the thread
• Written communication sufficient for functional design documents, test scripts, and status reporting

Nice-to-Have

• Oracle EBS R12 → Fusion Cloud migration experience
• Tax engine integration (Vertex, OneSource, Avalara)
• Multi-org, multi-currency, multi-ledger AR
• SOX, internal audit, or external audit exposure
• Industry experience in Financial Services, Tech, or Life Sciences

Mandatory Skills

• AGIS
• Financials