Finance & Procurement Specialist

Job Description

Job Description

The Finance & Procurement Specialist, the combined role of what we individually call our Inventory Specialist and AR Clerk roles, is responsible for handling a variety of tasks related to the purchasing, receiving, and allocating of products for resale to our customers, as well as managing appropriate inventory levels for commonly sold products. A function of this role includes management of the general organization and cleanliness of the facility. Additionally, the role also has responsibility for handling accounts receivable functions, including invoicing, processing customer payments, and resolving customer payment issues. A successful candidate will enjoy the variety this position provides and will have a strong desire to provide exceptional quality service to customers and team members alike.

This is an in-office role.

THE PERSON

Are you organized, accountable and able to manage all aspects pertaining to the procurement and identification of both internal and external inventory as well as handling customer invoicing and payment, while also overseeing the facility? Do you excel at attention to detail and understanding the "why" behind issues? Do you have an ownership mindset and take charge of your responsibilities? If you do, and you enjoy a diverse day with varying responsibilities and tasks, then we are eager to meet you.

Our Ideal Inventory Specialist

• A Planner: Do you enjoy ensuring that products, supplies and services are obtained in a timely manner and available when needed?
• Tracker: Are you meticulous in keeping track of incoming and outgoing items?
• Direct and Concise : Are you a communicator who is straightforward and articulate, with the ability to gather and disseminate information that is on point?
• Open to Feedback: Are you open to constructive criticism and coaching, viewing them as opportunities for growth and adapting your approach accordingly?

Our ideal Finance & Procurement Specialist is a critical part of our team and is able to juggle multiple priorities effortlessly and keep stakeholders and the team informed. Within this role, you have an ability to make a huge impact on excellence by allowing the areas we support to be always at the ready.

RESPONSIBILITIES

The responsibilities of the Finance & Procurement Specialist include but are not limited to:

• Receive customer payments following company procedures using QuickBooks and other company tools
• Answer customer questions regarding billing disputes or problems with their accounts
• Work with customers on delinquent accounts, establishing payment plans where required
• Generate and send invoices to customers according to a regular schedule
• Manage ConnectWise PSA Product Catalog
• Regular and accurate accounting of all inventories on hand to meet customer demand
• Purchase needed products from vendors considering cost and delivery requirements
• Create and manage POs to track the ordering and receipt of product
• Ensure adequate resources are available for service technicians - both at headquarters and in field technician’s kits
• Conduct quarterly inventories
• Distributor/Vendor Relations including electronics recycling and scheduling pick ups
• Issue Return Merchandise Authorizations for damaged or faulty devices/equipment
• Maintain excellent communication with team members to anticipate their needs
• Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or off site, being able to lift 75lbs as required
• Receive and count stock items, and make appropriate updates in Connectwise
• Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions
• Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations
• Recommend disposal of excess, defective, or obsolete stock
• Purchase new or additional stock or prepare documents that provide for such purchases

* This position is in Cheshire Connecticut

QUALIFICATIONS

Required

• High School Diploma
• Familiarity with procurement and inventory processes
• 1-2 years of physical inventory or cycle counting experience
• Located within an hours’ commute of the Cheshire office 

Preferred

• Associate’s or Bachelor’s degree

THE COMPANY - Integrity Systems and Solutions

Focused on the technology needs of medical and dental practices in the New England area for close to 30 years, Integrity isn’t just a word on the sign over the door. We exist for one reason; to build long-term relationships and provide peace of mind to clients and team members alike. While we can get excited about the benefits technology can offer, we never want to lose sight of the importance of the human experience. If you are looking for an opportunity with a company that places value on helping people, you love solving problems, and you enjoy technology, then we are the perfect fit for you.

THE DIFFERENCE

We believe in setting our people up to succeed, so they can do the same for our customers. We are driven by the following core values:

• Helpful – Our first instinct is to assist our customers.
• Always Learning – Building our skills to consistently deliver Best-in-Class service. Always asking "What could I/we do better?"
• Courteous – We listen carefully, then communicate clearly in a thoughtful, respectful manner.
• Tenacious – We don’t give up until the job is finished and the customer is satisfied.
• Integrity – Doing the right thing always, even if it hurts.

WHY WORK WITH US?

At Integrity, we are a team of like-minded professionals who like to work hard but also like to have fun. When we’re not busy delivering for our customers, you may find us discussing Star Wars versus Star Trek, the finer points of any particular movie or song, or the latest Magic The Gathering set that has been released. We believe in keeping the circles connected. In addition to each team member meeting with their direct supervisor to discuss what’s working and not working, we all gather together quarterly and share the good news of the company while enjoying some type of food and fun activity like archery, cooking, bowling, and go-kart racing to name a few.

Here’s what sets us apart

• Fun working environment and culture
• Full on-the-job-training and support
• Company provided shirt and laundering
• Paid Birthday Holiday