Overview
The organization is seeking a Director of O2C Product Design with AI Innovation to help drive an agentic AI transformation within its Finance Technology organization. This role focuses on designing and delivering enhancements across Order-to-Cash (O2C)—including invoicing, collections, and cash-application decisioning—autonomously rather than relying only on fixed rules.
This is a subject-matter, design-authority role with direct exposure to senior Finance Technology leadership and responsibility for ensuring AI/integration initiatives are properly designed for business value and enterprise robustness before build.
Responsibilities
- Lead end-to-end O2C product strategy and design leadership from concept through launch and iteration, grounding decisions in measurable business benefit.
- Direct the design, modification, and evaluation of O2C solutions across the portfolio, including billing, accounts receivable, and third-party integrations.
- Own design authority before delivery, signing off on AI and integration initiatives prior to build.
- Partner with Product Owners and Product Support to balance current-state support with forward-looking design work.
- Build and maintain a performance framework to provide visibility into design quality, process efficiency, and business value delivered.
- Present strategic roadmaps and investment cases to Finance Technology leadership and the O2C Steering Committee.
- Guide design of core O2C enhancements including contract asset handling, credit note automation, and client onboarding—minimizing post-deployment defects.
- Identify and prioritize opportunities to streamline billing and contract processes through digitization and automation design, including agentic AI capabilities.
- Ensure designs support financial close, month-end reporting, and revenue assurance requirements across 60+ countries.
- Maintain compliance with regional regulatory requirements and internal controls; design solutions that preserve appropriate financial controls and audit trails.
- Research, propose, and validate GenAI use cases across O2C (e.g., intelligent cash application, proactive collections optimization, automated dispute resolution, working-capital forecasting) with feasibility assessments on internal data/AI platform, validated with Engineering.
- Build ROI-based business cases for GenAI and automation initiatives with Finance operations partners, demonstrating measurable impact (e.g., DSO, dispute resolution time, working capital).
- Make and defend build-vs-buy recommendations for AI and automation tooling, including vendor selection input, platform integration guidance, and total cost of ownership.
- Extend agentic workflow design across integration touchpoints (including invoicing and remittance automation with third-party systems such as payment gateways, banks, treasury platforms, and CRM systems) from concept to production.
- Present AI and automation recommendations with a prioritized roadmap to Finance Technology leadership.
- Partner with Enterprise Data & AI teams to assess technical feasibility and ensure alignment with enterprise AI governance standards.
- Apply audit and compliance principles (including SOX) to billing and revenue-related workflows.
- Maintain design documentation to meet audit and compliance requirements.
- Participate in monthly O2C Steering Committee and quarterly CFT Portfolio Review governance forums.
Requirements
- 10+ years’ experience with a major ERP finance platform supporting Order-to-Cash operations, with strong preference for PeopleSoft FSCM 9.2.
- Deep functional expertise across the O2C lifecycle: contracts, billing, accounts receivable, credit management, collections, cash application, including experience delivering change with tangible benefits.
- Strong understanding of financial close, month-end reporting, and revenue assurance processes in a global, multi-entity environment.
- Experience contributing to at least one global ERP rollout or large-scale finance transformation program.
- Excellent communication and stakeholder management skills, including demonstrated ability to engage and influence senior finance and technology stakeholders.
- Proven experience scoping, validating, and deploying AI/ML or automation use cases in finance operations, with ability to provide specific examples of business value delivered.
Preferred Qualifications
- Hands-on experience with Generative AI tools and platforms (e.g., Azure OpenAI, AWS Bedrock, Google Vertex AI, Oracle AI DP/Apex) in an enterprise finance context.
- Familiarity with agentic workflow frameworks (e.g., LangChain, AutoGen, or similar orchestration tools).
- Experience implementing AI solutions subject to financial controls and SOX requirements, including understanding explainability and auditability needs.
- Working knowledge of cloud-based AI/data platform capabilities and enterprise integration patterns.
- PeopleSoft or Oracle certification/accreditation.
- Change management or transformation leadership experience, particularly in introducing AI/automation capabilities to finance operations teams.
Compensation & Benefits
Location
Scheduled Weekly Hours