Lead Oracle AR / O2C Functional Consultant

Greetings from Smart Work IT Services,

Role: Lead Oracle AR / O2C Functional Consultant

Location: Hybrid / Remote in Dallas, TX- weekly twice

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, CRPs, 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, and typical business scenarios for both.

Receipts and applications, write-offs, chargebacks, on-account receipts

Reporting & Compliance

Remittance Advice:

Generation, supported formats, and downstream processing for vendors and customers.

Withholding Tax in AR:

Setup, calculation, reporting, and jurisdictional handling.

Aging Report:

Collections use, bucket configuration, and 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 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