Lead Oracle AR / O2C Functional Consultant
SWITS DIGITAL Private Limited, Dallas, TX, United States
Greetings from Smart Work IT Services,
Role: Lead Oracle AR / O2C Functional Consultant
Location: Dallas, TX- weekly twice Hybrid
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
Role: Lead Oracle AR / O2C Functional Consultant
Location: Dallas, TX- weekly twice Hybrid
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