What are the responsibilities and job description for the Lead Oracle AR / O2C Functional Consultant position at Smartwork 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