Description
Summary
The Inventory Analyst plays a critical role in ensuring accurate, efficient, and well controlled inventory management across multiple warehouses and technician-assigned service vehicles. The Inventory Analyst supports cycle counts, manages obsolete/slow moving material processes, and develops inventory control policies and procedures that improve consistency, reduce shrinkage, and support field operations.
Required Experiences:
- 3-5 years of experience in inventory management, supply chain, or a related operational role.
- Experience in the HVAC, plumbing, or electrical trades industry strongly preferred.
- Hands-on experience with Jonas Construction ERP highly desired.
- Experience working with multi-site inventory environments is a plus.
- High accuracy in data entry with strong attention to detail.
- Solid analytical and problem-solving skills.
- Proficiency in Excel and other data tools.
- Familiarity with inventory control principles, reconciliation practices, and cycle count methodologies.
- Strong communication and collaboration skills; able to work effectively with warehouse personnel, technicians, accounting, and leadership.
- Strong organizational and multitasking skills.
Essential Duties and Responsibilities:
Inventory Accuracy & Data Management
- Perform high-volume, detailed data entry for all inventory transactions, including receiving, transfers, adjustments, returns, and material usage.
- Maintain accurate on-hand quantities and inventory valuation across warehouses and technician service vehicles.
- Utilize the Jonas Construction ERP system to track and validate all material movement; ensure entries are complete, timely, and properly documented.
- Review daily reports to confirm materials issued to jobs and service work orders are correctly charged and costed.
- Identify and correct errors in part numbers, descriptions, units of measure, and pricing.
- Support the setup of new items, vendor catalog maintenance, and pricing updates in the ERP.
- Work closely with accounting to reconcile inventory valuations to the general ledger and resolve discrepancies promptly.
Cycle Count & Audit Support
- Coordinate and schedule cycle counts for all warehouse locations and technician truck inventories.
- Prepare count sheets, pre-count documentation, and inventory lists; provide guidance to counters on procedures.
- Monitor cycle count execution to ensure accuracy and compliance with company policies.
- Investigate count variances by reviewing transaction histories, material movement, job costing activity, and procedural gaps.
- Work collaboratively with warehouse staff, managers, and field technicians to resolve discrepancies and prevent recurrence.
- Summarize and present cycle count results, including detailed variance analysis and recommendations for corrective action.
- Support internal and external audits with required inventory documentation, reconciliation reports, and policy evidence.
Obsolete & Slow-Moving Inventory Tracking
- Maintain an ongoing process for identifying obsolete, surplus, or slow-moving materials across warehouses and vehicles.
- Analyze usage trends, historical consumption data, vendor lead times, and inventory aging to identify potential write-downs.
- Collaborate with procurement, warehouse supervisors, and service management to determine material status and disposition strategies.
- Develop and distribute regular reports highlighting aging inventory, no-movement items, and at-risk categories (HVAC, plumbing, electrical).
- Track the financial impact of obsolete inventory and support leadership in forecasting and budgeting related to inventory reserves.
- Recommend actions to reduce carrying costs, free up space, and maintain a clean, efficient inventory profile.
Process Development & Continuous Improvement
- Formalize, document, and standardize inventory control processes for receiving, stocking, cycle counting, returns, transfers, and truck replenishment.
- Develop inventory policies and procedures that apply to both warehouses and technician trucks to ensure consistency and reduce shrinkage.
- Establish guidelines for technician truck stock levels, replenishment frequency, and handling of unused or returned materials.
- Analyze current workflows to identify inefficiencies, high-error points, and opportunities for process automation or improvement.
- Assist in training warehouse staff, technicians, and office personnel on inventory procedures and ERP usage.
- Participate in cross-functional meetings to align inventory practices with purchasing, accounting, project management, and service teams.
- Support implementation of new tools, technologies, or system enhancements that improve inventory accuracy and operational efficiency.
Reporting & Analysis
- Generate regular and ad hoc inventory reports including valuation, usage, item movement, cycle count results, and KPI summaries.
- Monitor and analyze key metrics such as inventory accuracy, shrinkage levels, inventory turnover, and cycle count performance.
- Create dashboards, charts, and trend analyses to communicate inventory health and support decision-making.
- Provide insights to leadership regarding material consumption patterns to help improve purchasing, stock levels, and operational planning.
- Assist with month-end and year-end processes, ensuring all adjustments, reconciliations, and valuations are accurate and completed on time.
- Offer data-driven recommendations to improve operational efficiency, reduce costs, and support profitability.
- Other duties as assigned by Leadership.
Physical Demands
- Standing, walking, bending, kneeling and/or sitting for long periods of time.
- Push/Pull/Lift/Moving 25 pounds repeatedly.
- Ability to work overtime and weekends based on business needs.
- Ability to travel to warehouse locations and technician service trucks for inventory observation and verification.