Inventory Reconciliation Analyst
Gregory Pool Equipment Company, Raleigh, NC, United States
Primary Function
This position is primarily responsible for properly reconciling all short shipped, incorrectly shipped & damaged parts from Caterpillar and other necessary vendors. This position will also assist in tracking worn cores, processing electronic invoices and CAT promotional rebate claims.
Essential Duties
Analyzes incoming freight reports to validate missing inventory
Coordinates with parts counter to reorder customer parts that have been short shipped
Works alongside warehouse staff to locate & validate inventory discrepancies
Files claims within vendor portals with all necessary information to receive credit for missing parts
Works with remote branches to file inventory claims and answer necessary questions about short-shipped parts
Answers any questions from vendors regarding claims and updates necessary information when applicable
Reconciles claim credits with accounting department and validates any errors
Notifies service personnel of any short-shipped parts and takes necessary steps to re-order
Works with service department to validate missed customer orders
Pulls applied discounts from data warehouse and identifies lines without marketing program, finds and applies appropriate program
Submits completed rebate claims and reviews for successful processing
Regularly reports on worn core attrition liability
Assists in other areas of Inventory Control when applicable
Works with Accounts Payables on resolving Caterpillar e-Invoicing discrepancies as well as works with the branches on current stocking levels
Minimum Requirements
Education:
Four-year college degree in a related field with two years of inventory analysis experience or an associate’s degree in a related field with four years of related experience or a high school graduate with six years of computerized inventory experience.
Work Experience:
See above
Physical:
The successful candidate should be capable of meeting the physical demands associated with office work. This includes the ability to sit at a desk and work on a computer for extended periods. This role may involve occasional lifting and carrying items, such as office supplies or equipment.
Other:
Needs advanced skills with computerized business systems. Proficiency in using computers and common office software applications is essential. Must have good customer service skills.
This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.
Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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This position is primarily responsible for properly reconciling all short shipped, incorrectly shipped & damaged parts from Caterpillar and other necessary vendors. This position will also assist in tracking worn cores, processing electronic invoices and CAT promotional rebate claims.
Essential Duties
Analyzes incoming freight reports to validate missing inventory
Coordinates with parts counter to reorder customer parts that have been short shipped
Works alongside warehouse staff to locate & validate inventory discrepancies
Files claims within vendor portals with all necessary information to receive credit for missing parts
Works with remote branches to file inventory claims and answer necessary questions about short-shipped parts
Answers any questions from vendors regarding claims and updates necessary information when applicable
Reconciles claim credits with accounting department and validates any errors
Notifies service personnel of any short-shipped parts and takes necessary steps to re-order
Works with service department to validate missed customer orders
Pulls applied discounts from data warehouse and identifies lines without marketing program, finds and applies appropriate program
Submits completed rebate claims and reviews for successful processing
Regularly reports on worn core attrition liability
Assists in other areas of Inventory Control when applicable
Works with Accounts Payables on resolving Caterpillar e-Invoicing discrepancies as well as works with the branches on current stocking levels
Minimum Requirements
Education:
Four-year college degree in a related field with two years of inventory analysis experience or an associate’s degree in a related field with four years of related experience or a high school graduate with six years of computerized inventory experience.
Work Experience:
See above
Physical:
The successful candidate should be capable of meeting the physical demands associated with office work. This includes the ability to sit at a desk and work on a computer for extended periods. This role may involve occasional lifting and carrying items, such as office supplies or equipment.
Other:
Needs advanced skills with computerized business systems. Proficiency in using computers and common office software applications is essential. Must have good customer service skills.
This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.
Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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