Inventory Analyst

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.