Power and Energy SIOP Planner

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Job Type

Full-time

Description

The SIOP Planner for the Power & Energy (P&E) Division plays a critical role in ensuring the availability of parts for Caterpillar power generation systems, including gensets used in data centers, municipalities, federal facilities, and oil & gas operations. This position leverages the Sales, Inventory & Operations Planning (SIOP) process to forecast demand, optimize inventory, and support uninterrupted service for mission-critical applications.

Inventory Management Planning

• Propose and assist in comprehensive inventory strategies with the Parts Procurement team that align with sales/maintenance forecasts and customer demand or strategic initiatives.
• Coordinate and schedule parts orders that relate to specific planned PCR/sales opportunities to ensure timely availability for machine repairs and customer service needs. (OTIF)
• Build and maintain accurate parts lists for engine rebuilds, specific sale opportunities for parts, and general maintenance items for quick review and accurate planning.
• Develop and maintain rolling 12–18-month forecasts for P&E parts demand using SIOP methodology.
• Analyze historical usage, service contracts, and project pipelines to anticipate future needs.
• Partner with P&E sales, service, and project teams to align inventory plans with customer commitments by initiating and running SIOP meetings.
• Communicate forecast changes and inventory strategies to stakeholders across the dealership.
• Maintain an accurate record of pre-planned WIP and ready at all times to summarize total investment per job, anticipated invoice, and forecast misses when applicable.
• Summarize anticipated spend by week, month, and quarter.
• Work with operational teams to ensure Pre-kitting process and delivery is accomplished.
• Understand A/B/C/D inventory in order to chase waste with excess/obsolete inventory by promoting bargain lists and strategic sell off initiatives to achieve optimal DSI.
  
  

Supply Chain Optimization

• Understands Caterpillar Global Supply Chain Operational Processes as it relates to the procurement and order fill of Wheeler Machinery and it’s customers.
• Identify opportunities for improving supply chain processes, including prioritizing parts orders and optimizing lead times.
• Collaborate with suppliers to explore and implement cost-saving initiatives, such as freight optimization and emergency fee reductions by leveraging Caterpillar logistic network.
• Consistent analysis of the supply chain, as it relates to power generation and oil and gas production machines.
• Takes the 5 why’s approach to inventory management and missed opportunities in the supply chain to continuously improvement value add to end customers.
  
  

Forecast Management and Communication

• Monitor back orders for planned maintenance opportunities and develop effective solutions to minimize delays, keeping stakeholders informed through regular status updates.
• Foster strong relationships with vendors, ensuring alignment of inventory needs and resolving any supply chain issues promptly.
• Understand and leverages Caterpillar forecasting tools such as PLESN/PRISM.
• Expected to compile a Monthly forecast review for Supply Chain Management for fiscal planning activities.
  
  

Cross-Functional Collaboration

• Work closely with sales, marketing, and operational teams to ensure alignment on inventory strategies and customer service objectives.
• *Performs all other duties as assigned.
  
  

Qualifications

Education

• Relevant education in supply chain planning/forecasting, customer service, inventory management, business management
  
  

Specialized Knowledge

• In-depth understanding of Caterpillar power generation, supply chain management principles, inventory planning, and demand forecasting techniques.
  
  

Skills

• Ideal candidate will have a Continuous Improvement/Growth Mindset.
• Exceptional written and verbal communication skills, with the ability to convey information clearly.
• Intermediate – Advanced Microsoft Excel and experience with inventory management software or ERP systems.
• Strong knowledge of SIOP processes, inventory planning, and demand forecasting.
• Proficiency in ERP systems and advanced Excel skills in order to compile availability reports.
• Familiarity with power generation systems and genset components is highly desirable.
  
  

Abilities

• Demonstrates a continuous improvement and growth mindset.
• Possesses exceptional written and verbal communication skills for clear information delivery.
• Proficient in Microsoft Excel (intermediate to advanced) and experienced with inventory management software or ERP systems.
• Strong understanding of Sales, Inventory & Operations Planning (SIOP) processes, inventory planning, and demand forecasting.
• Skilled in compiling availability reports using ERP systems and advanced Excel functions.
• Familiarity with power generation systems and genset components is highly desirable.
  
  

Performance Metrics

• On Time In Full – OTIF
• DSI
• Forecast Accuracy by site
• Emergency Value
  
  

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).