Inventory Backorder Analyst (Finance)

Inventory Backorder Analyst

4807 Beryl Rd, Raleigh, NC 27606, USA Req #1476

Tuesday, December 3, 2024

PRIMARY FUNCTION:

This position is responsible for maintaining visibility of all emergency backorders to Caterpillar in order to increase customer service percentage as established by Management, reconcile freight charges to maximize profits, and work with Caterpillar to find solutions to part sourcing issues.

ESSENTIAL DUTIES:

Backorder Monitor / Expedite = 75-80%

• Maintain all CAT emergency backorders
• Follow up on all backordered parts updates through the PartsVIZ portal
• Monitor a running list of all pressing backorders from the Service Department
• Escalating all necessary Down & Emergency orders to appropriate Caterpillar escalation contacts
• Creating Caterpillar Purchase Orders when necessary for orders that are cancelled, lost in shipping, or other scenarios that would require a new purchase order
• Override any necessary order errors and coordinate with parts counter & service to confirm these orders are accurate
• Collaborate with third party vendors for sourcing parts outside of Caterpillar when necessary
• Accurately communicate with Technicians, Managers, and other internal contacts about the status of orders
• Work with all branch locations and warehouses on questions around receiving status
• Communicating with logistics companies to validate shipping confirmations and invoice amounts
• Making freight charge adjustments on CAT backordered parts when necessary
• Knowledge of Inventory Control Analyst's functions

IC Analyst Backup = 20-25%

• Maintains established inventory levels and customer service objectives through daily analysis and review of "Suggested Order Report" for CAT products and non-CAT products
• Determines the items to be stocked and quantities of each based on history, machine population, cost of items and new machines
• Evaluates and recommends adjustment to system generated parts inventory levels
• Maintains daily contact with branches to resolve inventory discrepancies and shipping order discrepancies
• Follows up with branches daily to be sure stock is received
• Advises supervisor on any inventory problem areas

MINIMUM REQUIREMENTS:

Education :

A high school graduate with four years computerized inventory control experience or a two-year college graduate with two years of computerized inventory control experience or four-year college degree in math, business, logistics or related area.

Work Experience :

See above

Physical :

Must be able to clearly communicate in person and by phone with customers and work in seated position for long extended periods with a PC and keyboard.

Other :

Must have advanced intermediate in PC software, preferably MS Excel, MS Access, and MS Word.

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.

Other details

• Job Family Analyst
• Pay Type Hourly
• Required Education High School

Apply Now

initStaticMap(true); PRIMARY FUNCTION:\n \nThis position is responsible for maintaining visibility of all emergency backorders to Caterpillar in order to increase customer service percentage as established by Management, reconcile freight charges to maximize profits, and work with Caterpillar to find solutions to part sourcing issues. \n \nESSENTIAL DUTIES:\n \nBackorder Monitor / Expedite = 75-80%\n \n\nMaintain all CAT emergency backorders\nFollow up on all backordered parts updates through the PartsVIZ portal\nMonitor a running list of all pressing backorders from the Service Department \nEscalating all necessary Down & Emergency orders to appropriate Caterpillar escalation contacts\nCreating Caterpillar Purchase Orders when necessary for orders that are cancelled, lost in shipping, or other scenarios that would require a new purchase order \nOverride any necessary order errors and coordinate with parts counter & service to confirm these orders are accurate\nCollaborate with third party vendors for sourcing parts outside of Caterpillar when necessary \nAccurately communicate with Technicians, Managers, and other internal contacts about the status of orders\nWork with all branch locations and warehouses on questions around receiving status \nCommunicating with logistics companies to validate shipping confirmations and invoice amounts\nMaking freight charge adjustments on CAT backordered parts when necessary\nKnowledge of Inventory Control Analyst's functions \n\n \nIC Analyst Backup = 20-25%\n \n\nMaintains established inventory levels and customer service objectives through daily analysis and review of "Suggested Order Report" for CAT products and non-CAT products\nDetermines the items to be stocked and quantities of each based on history, machine population, cost of items and new machines\nEvaluates and recommends adjustment to system generated parts inventory levels\nMaintains daily contact with branches to resolve inventory discrepancies and shipping order discrepancies\nFollows up with branches daily to be sure stock is received\nAdvises supervisor on any inventory problem areas\n\n \nMINIMUM REQUIREMENTS:\n \nEducation:\nA high school graduate with four years computerized inventory control experience or a two-year college graduate with two years of computerized inventory control experience or four-year college degree in math, business, logistics or related area.\n \nWork Experience:\nSee above\n \nPhysical:\nMust be able to clearly communicate in person and by phone with customers and work in seated position for long extended periods with a PC and keyboard. \n \nOther:\nMust have advanced intermediate in PC software, preferably MS Excel, MS Access, and MS Word.\n \nThis 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.