Morgan Steel LLC

Entry Level Data Reporting Specialist

Morgan Steel LLC  •  $18/hr  •  Greenville, TX (Onsite)  •  3 months ago
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Job Description

Level: Entry
Job Location: Greenville, TX 75402
Position Type: Full TimeEducation
Level: Not Specified
Salary Range: $18.00 Hourly

Travel Percentage: None
Job Shift: Any
Job Category: Customer Service

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

Qualifications

Qualifications
Required
- Advanced Microsoft Excel skills
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- - Pivot tables
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- - Lookups (VLOOKUP/XLOOKUP)
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- - Data analysis
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- - Report building
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- 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
Morgan Steel LLC

About Morgan Steel LLC

Morgan Steel is a carbon steel distributor and fabricator based out of Memphis TN and Greenville Texas, shipping across the Midsouth and nationwide. We supply manufacturers, fabricators, builders, service centers and more.

Industry
Manufacturing & Production
Company Size
51-200 employees
Headquarters
Memphis, Tennessee
Year Founded
2014
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