Financial Operations Clerk

Job Summary

The Financial Operations Clerk supports the Sr. Financial Operations Analyst in ensuring the accuracy and integrity of inventory valuation and cost accounting processes. This role is responsible for daily transactional activities related to raw material receiving, invoice reconciliation, and inventory tracking. The position works closely with warehouse, purchasing, and finance teams to ensure purchase orders, inventory records, and vendor invoices are accurate, timely, and aligned with company policies.

• Process and record raw material purchase order receipts in the ERP system, ensuring accuracy of quantities, pricing, and timing.
• Match receiving documentation to purchase orders and identify discrepancies for resolution.
• Reconcile vendor invoices (including GOJO and other key vendors) to purchase orders and receiving records for approval.
• Coordinate with Accounts Payable to ensure timely and accurate invoice processing.
• Partner with warehouse team members to resolve receiving discrepancies and inventory variances.
• Participate in and support inventory cycle counts, including investigation and reconciliation of variances.
• Maintain accurate inventory records in ERP (Syteline), ensuring alignment between physical and system quantities.
• Monitor inventory transactions and adjustments to support accurate valuation.
• Support documentation and adherence to standard operating procedures (SOPs) for receiving and inventory processes.
• Escalate discrepancies, control gaps, or unusual variances to the Sr. Financial Operations Analyst.
• Track and report on inventory‑related metrics, including receiving accuracy and cycle count variances.
• Support audit requests related to inventory, receiving, and vendor invoices.
• Maintain organized and accurate supporting documentation for all transactions.
• Collaborate cross‑functionally with Purchasing, Warehouse, and Finance teams to improve data integrity.
• Comply with and assist other employees to understand and comply with TAB's policies and procedures.
• Behave in accordance with the key behaviors aligned with TAB's Core Values of Leadership, Integrity, Growth & Innovation, Heart and Teamwork (LIGHT).
• Other duties as assigned.

• Basic understanding of inventory processes, purchase orders, and receiving functions.
• Attention to detail and ability to identify discrepancies in data.
• Working knowledge of ERP systems (Syteline preferred).
• Intermediate Microsoft Excel skills, including data entry, reconciliation, and basic analysis.
• Ability to collaborate with warehouse and finance teams.
• Organizational and time management skills.
• Ability to follow standard operating procedures and maintain documentation.
• Written and verbal communication skills.
• High level of integrity and accountability when handling financial and inventory data.
• Read, comprehend, and understand information and ideas presented in writing or in alternative form.
• Multitask, prioritize, and manage time efficiently.
• Demonstrate sound work ethics.
• Possess cultural awareness and sensitivity.

None.

Internal: employees, department managers, and cross‑functional teams including Purchasing, Warehouse, and Finance. External: vendors and community members.

• Apply standard operating procedures to resolve routine discrepancies.
• Escalate exceptions and issues requiring analysis or judgment to the Sr. Financial Operations Analyst.

• High school diploma or equivalent required.
• Associate degree in Accounting, Finance, Supply Chain, or related field preferred.
• 1–3 years of experience in inventory control, warehouse operations, or accounting support preferred.

With or without reasonable accommodation, employees in this position must be able to:

• Remain in a stationary position (seated or standing) for up to 4–8 hours per day.
• Operate a computer and standard office equipment for extended periods.
• Move or transport items weighing up to 35 lbs on an occasional basis.
• Bend, stoop, squat, or adjust body position for approximately 20% of the workday.
• Traverse large areas, such as a…