Master Scheduler/Planner

The Master Scheduler is the technical engine behind the Planning team. This role builds, configures, and maintains schedule data in EPICOR and related planning tools, ensuring a clean, accurate, and current single source of truth. The Master Scheduler analyzes capacity and constraint data, develops custom reports and dashboards, and implements approved schedule changes.

Essential Job Functions:

• Configure and maintain EPICOR scheduling master data.
• Apply approved changes to jobs/projects, milestones, WBS tasks, and due dates.
• Prepare pre-lock schedules for review; implement post-lock changes via the formal change-request process with auditable history.
• Review and release jobs aligned to Planning standards.
• Coordinate schedule cutovers and ensure schedule artifacts are published on time and version-controlled.
• Build and maintain BAQs, Dashboards, and SSRS/Power BI reports
• Provide bi-weekly “schedule health” updates and ad-hoc analysis to support options, scenarios, and recommendations.
• Track and publish metrics related to workload forecasting, resource capacity, schedule health, and change variance.
• Represent “the schedule” in production, forecasting, and resource planning meetings; capture decisions, assumptions, and required changes.
• Work closely with purchasing to integrate part constraints with projects milestones.
• Publish a single source of truth for schedules and communicate updates clearly before and after lock.
• Maintain SOPs, standard work, and quick-reference guides for scheduling processes.
• Maintain naming conventions and scheduling structures for repeatability.
• Other duties as assigned by management.

Qualifications:

• 3-5 years in ERP-based scheduling, project planning, or production control (EPICOR preferred).
• Demonstrated proficiency with EPICOR BAQs, Dashboards, SSRS, and advanced Excel (Power Query, Pivots).
• Working knowledge of APS/MRP, capacity planning, routings, and resource modeling.
• Strong analytical, documentation, and communication skills with a bias for data integrity and follow-through.
• Experience in capital equipment integration, industrial automation, or systems-based manufacturing (preferred).
• Power BI and SQL familiarity

Educational Requirements:

• Bachelors preferred or related field

Physical Requirements:

• Standing and sitting for extended periods of time

Travel Requirements:

• Travel is not required

Professional Certifications:

• Certified Planning Engineer (preferred)
• CPIM, PMP, or similar certification (preferred)

 Core Principles:

Unwavering Integrity

We refuse to compromise our ethics and high professional standards in order to achieve desired outcomes.

-        We do what is right.

-        We treat others the way we wish to be treated.

-        We do nothing to betray a confidence, stretch the truth, or mislead others.

-        If we are unable to honor a commitment we promptly inform those affected.

-        We accept responsibility and apologize if we erode trust.

-        Our words are constructive, respectful, and supportive of others and our company.

-        We freely share ideas and opinions, and deal with differences professionally. 

-        We do not compromise the safety or well-being of others or ourselves.

Servant’s Heart

We possess a never-ending desire to serve and support others.

-        We understand that our work must satisfy our customer’s expectations for quality and value.

-        We are polite, respectful, and show great consideration for others time and needs.

-        Every opportunity to serve a customer is met with our can-do attitude, empathy, and humility.

-        We seek first to understand before attempting to be understood.

-        We provide timely responses to customer requests.

-        Our friendliness and initiative make it easy for customers to work with us.

-        With great urgency we take definitive action to remedy unmet expectations.

-        We look for ways at every turn to exceed customer expectations.

Ownership Spirit

Our passion for employee ownership is demonstrated in everything we do.

-        We put forth the time and energy it takes to get a job done right.

-        We are collaborative team players who are highly relational and results driven.

-        We trust that employee owners have the customers’ and companies’ best interest in mind, so we focus on solutions rather than blame.

-        We make positive impressions through our professional appearance and conduct, attention to detail, and communication.

-        We are proud ambassadors of our products, services, and company.

-        Our attitude and actions help nurture a welcoming culture of inclusion, unity, and cooperation.

-        We are highly adaptable when faced with changing situations, conditions or complex problems.

-        We treat company resources as if they were our own.

Continuous Innovation and Improvement

We challenge the status quo and strive for excellence in all our work.

-        We proactively initiate improvements in our know-how, products, services, safety, and processes.

-        We innovate through technology and process development to create differentiated value and customer experiences.

-        We engage in constant learning to improve our skills and understanding of our business.

-        We tenaciously identify and drive out waste.

-        When identifying problems we ask what we ourselves can do to improve the situation.

-        We share relevant learning with those who need to know.

-        We are relentless in our efforts to create and sustain organized work areas and process.

-        We initiate and embrace change for the opportunity it may present.

 Job Specific:

• Cost Consciousness - Able to understand budget requirements. Able to cost out products and obtain best prices. Able to explain budget requirements to others.  Focuses on project profitability.
• Drive for Results - Pursues goals with energy, drive, and a need to finish. Does not give up, faces resistance or setbacks well; pushes self and others for results.
• Judgement - Able to make decisions that are sound, accurate, timely and supported by the reasoning and inclusion of others.
• Organizing - Able to use resources (people, funding, material, support) to get things done. Able to orchestrate multiple activities at once to accomplish a goal. Uses resources effectively and efficiently. Arranges information and files in a useful manner.
• Planning - Refers to the ability to accurately scope out the length and difficulty of tasks and projects, set objectives and goals and break down work into the process steps necessary to get things done.
• Time Management - Time management refers to both the planning and control over the amount of time spent on specific activities, tasks, projects complying with a due date.