Inventory Reconciliation Analyst

Gregory Poole Equipment CompanyRaleigh, NC
Onsite

About The Position

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. The role involves analyzing incoming freight reports to validate missing inventory, coordinating with the parts counter to reorder short-shipped customer parts, and working alongside warehouse staff to locate and validate inventory discrepancies. The analyst will file claims within vendor portals to receive credit for missing parts, work with remote branches on inventory claims, and answer vendor questions regarding claims. Furthermore, the position requires reconciling claim credits with the accounting department, notifying service personnel of short-shipped parts, validating missed customer orders with the service department, and applying appropriate marketing programs to discounts. Submitting and reviewing completed rebate claims, regularly reporting on worn core attrition liability, and assisting in other areas of Inventory Control are also key aspects. The analyst will also work with Accounts Payables to resolve Caterpillar e-Invoicing discrepancies and collaborate with branches on current stocking levels.

Requirements

  • 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.
  • Advanced skills with computerized business systems.
  • Proficiency in using computers and common office software applications is essential.
  • Good customer service skills.

Responsibilities

  • 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
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