Director of Sales & Operations Planning (S&OP)

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining a global team who cares not just about the work we do but also about each other. We are the makers problem solvers and future world builders who are creating stronger more sustainable communities. We dontjust talk about progress and innovation here we make it happen with our customers where we work and live. Together we are building a better world so we can all enjoy living in it.

ABOUT US:

With 2024 sales and revenues of $64.8 billion Caterpillar Inc. is the worlds leading manufacturer of construction and mining equipment offhighway diesel and natural gas engines industrial gas turbines and dieselelectric locomotives.

For 100 years weve been helping customers build a better more sustainable world and are committed and contributing to a reducedcarbon future. Our innovative products and services backed by our global dealer network provide exceptional value that helps customers succeed.

Caterpillar does business on every continent principally operating through three primary segments Construction Industries Resource Industries and Energy & Transportation and providing financing and related services through our Financial Products segment.

JOB DUTIES:
This position will have direct reports located in regions world wide.

The position will be responsible for:

• Execution of new S&OP process.
• End to end value chain synchronization.
• Order conformance.
• Business cycle planning.

JOB RESPONSIBILITIES:
Machine Allocation:

Determines worldwide supply plans by model region and month. This considers current demand signals sales performance total chain inventory position plant capacity and variable margin with the ultimate goal of maximizing company profitability and achieving PINS leadership targets by region while balancing global total chain inventory.

The identification of alternate sources for machine supply and implementation of these plans resides within the Machine Allocation function working with cross functional teams around the world to ensure plans put in place and actions carried out to meet requirements. These activities become increasingly complex to manage when machine constraints exist.

Also responsible for orderboard managed products and scheduling machines to align to customer and dealer requirements. The team is responsible for monitoring dealer inventory health and ensuring that the inventory position is accounted for in overall chain inventory health.

Lane Strategy Ownership:

Responsible for the development of all packages and the overall machine hierarchies considering those lane strategy requirements taking into account dealer and product group input following through with design center updates releasing work and the eventual price list and POC (product outline compatibility) coordination with multiple facility contacts worldwide. Responsibilities also include the development and implementation of the footprint all startup projects (with Cat Logistics and Production Center of Excellence groups) engagement with DSDs on take rate analysis developing all inventory plans coordination and execution of all planning activities. Working with all plants relative to the implementation of plans for production schedules replenishment order management phasein/phaseout planning etc.

Production Planning Coordination:

Responsible for the coordination and execution of the production schedules with the production facilities ensuring the implementation of the requested supply plans and the resolution of issues. This includes phaseout/phasein planning for all NPI / NMI activities as well as addressing availability concerns and supply chain issue resolution as it relates to production schedules and the ability of that facility to supply the product group with adequate machine supply.

Interface for all forecasting corporate systems support issues:

Handling all coordination for new sourcing forecast and sales model setups in corporate systems PDC/SAP systems issue resolution and new information/model setups and implementation support for new processes solutions models and facilities coming online. This role is critical in the development of both the shortterm (monthly) and longterm (annual) forecasts as accurate results in both of those processes are dependent upon corporate information in the forecasting systems (including the sourcing tables) being maintained properly.

Business Resources Interface:

Responsible for close communication with the financial reporting team as it relates to revenue issues associated with the volumes inventory projections five year target setting activities for units volumes and inventory as well as RBM issue resolution as it relates to revenue units volumes and inventory. Improper forecast volumes and/or adjustments have a material impact on financially significant information that is shared with critical audiences through our monthly S&OP cycles RBM reporting ATS/business plan setting and 5 year target setting processes.

Process Development / Improvement with Global Process Partners:

Responsible for developing and improving the Global S&OP process but also serves as a trusted advisor on most new corporate forecasting scheduling or related process improvement teams.

Long Term Forecast Support:

Frequently involved in the development of the worldwide volumes which is critical in the achievement of market leadership and PINS goals as determined by the Executive Office.

The demand manager is also engaged in the development of the Long Term Forecast and development of documentation that has to be submitted on behalf of the product managers and production facilities when our executive production schedules are going to exceed the EPP volumes.

Sales and Operations Process Ownership:

Responsible for the management of the S&OP process from beginning to end including the following items: PDC forecast development demand review input forecast analysis supply plan development and coordination of supply plan entry with the WW production facilities PreS&OP meeting coordination and ownership Board S&OP meeting coordination and ownership and also monthly S&OP reporting and cycle completion activities.

This group has been on the forefront of lane strategy development and is often relied upon as a sounding board / trusted advisor for many new corporate initiatives and for trailblazing the implementation and development of new processes given our complex WW structure.

The position is challenged to quickly and correctly identify problems or issues which may usually involve careful interpretation analysis or diagnosis. It must identify the relevant information to develop solutions or approaches that usually requires indepth analysis and cannot be done quickly.

This incumbent may modify existing approaches and come up with unique solutions. New courses of action will be considered which complement existing policies and short term goals. It may find a need for new policies or procedures and though general unit goals are in place the incumbent will set the plan that is for the next two years and to have a clear sense of what needs to be achieved in the next three to five years.

Furthermore the incumbent determines the priorities and processes that will achieve unit or Caterpillar ends. Decisions the incumbent makes often affect broad groups of internal or external customers. Impacts key quality goals including Customer Satisfaction Continuous Improvement Timeliness Accuracy Efficiency and Process Quality (Office or Shop). The position works to refine processes or procedures to ensure the best use of resources and technology in meeting the quality goals.

BACKGROUND/EXPERIENCE:

• The position requires thorough knowledge of company products and product applications.
• Broad company knowledge and strong understanding of dealer operations is also required with a strong preference for previous marketing and/or financialrelated experience including field and staff assignments.
• The position typically requires a college or university degree or equivalent experience.
• In addition nine to twelve years of progressively responsible jobrelated experience are typically required.
• Good human relations skills are required to develop a cooperative work relationship with others inside and outside the department.
• Must be comfortable working in a fastpaced environment with frequent due dates and short turnaround times.

ADDITIONAL DETAILS:

• Moderate travel required (5% 15% of working time).
• This role will be based in Decatur IL Peoria IL or Tucson AZ and domestic relocation is offered for this role.
• This role is onsite five days a week.
• This position is eligible for stock or other equity grants pursuant to Caterpillars longterm incentive plan.

FINAL DETAILS:

Please frequently check the email associated with your application including the junk/spam folder as this is the primary correspondence method. If you wish to know the status of your application please use the candidate login on our career website as it will reflect any updates to your status.

For more information visit . To connect with us on social media Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors job level market locationjobrelated knowledge skills individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility terms and guidelines. This is a summary list of benefits.

• Medical dental and vision benefits*

• Paid time off plan (Vacation Holidays Volunteer etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to parttime employees

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer Including Veterans and Individuals with Disabilities.

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