Entry Level Data Reporting Specialist

Job DetailsLevel: EntryJob Location: Greenville, TX 75402Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $18.00 HourlyTravel Percentage: NoneJob Shift: AnyJob Category: Customer ServiceJob Description

Position Summary

The entry level ERP Data Reporting Coordinator provides administrative, operational, and analytical support across sales, logistics, and accounting functions. This role is responsible for maintaining accurate ERP data, generating operational reports and projections, supporting billing and inventory processes, and ensuring documentation compliance for transportation and logistics activities.

While the position includes front desk responsibilities such as greeting customers and answering phones, the primary focus is on billing, ERP inventory management, operational reporting, and data analysis that supports executive decision-making.

This role requires advanced Microsoft Excel skills and entry-level Power BI capabilities to produce accurate sales, inventory, and operational projections for company leadership.


Key Responsibilities

Data Reporting & Business Analysis



Generate sales, inventory, and operational projections using data pulled from the ERP system


Build and maintain advanced Excel reports and dashboards


Assist with Power BI reports and visualizations for management and ownership


Analyze trends in sales, inventory movement, and logistics costs


Present reports and findings to executive leadership



ERP & Inventory Management



Receive and process inventory transactions within the ERP system


Maintain accurate inventory records and documentation


Create and process customer invoices through the ERP system


Monitor order-related logistics costs and ensure costs are correctly tied to specific orders



Logistics & Documentation Compliance



Track and maintain documentation for outside logistics carriers


Ensure Proof of Delivery (POD) is obtained for all shipments to support billing


Verify CDL drivers submit all required delivery documentation


Assist with booking logistics appointments when needed



Administrative & Customer Support (Approx. 10%)



Greet and assist will-call customers


Process customer payments at the front desk


Answer incoming phone calls and direct them appropriately


Interact with vendor representatives and cold callers


Provide general administrative support as needed




 
QualificationsQualifications

Required



Advanced Microsoft Excel skills



Pivot tables


Lookups (VLOOKUP/XLOOKUP)


Data analysis


Report building




Entry-level Power BI experience


Experience with ERP systems for inventory or accounting


Accounts Payable or Accounts Receivable experience


Strong organizational and documentation management skills


Ability to analyze data and produce clear operational reports


Strong attention to detail and follow-through



Applicants must pass an Excel and Power BI proficiency test.

Preferred



Experience supporting logistics or transportation operations


Inventory management experience


Experience working with shipping documentation or Proof of Delivery (POD)


Experience supporting executive reporting




Schedule

Monday – Friday
7:00 AM – 4:00 PM

Paid Holidays, Medical, Dental and Vision