Planning & Forecasting Planner (On-Site)

Posted 3 Days Ago
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Humble, TX, USA
In-Office
Mid level
Other
The Role
Develop and manage demand and supply planning for a Make-to-Order manufacturing site. Create master production schedules, balance capacity and materials, maintain inventory targets, support S&OP, coordinate with Procurement, Manufacturing, Sales, and Logistics, and lead planning systems, reporting, and continuous improvement to meet on-time delivery and service-level goals.
Summary Generated by Built In

Overview

The Planning and Forecasting Planner is responsible for developing and managing the demand and supply planning processes that drive production schedules, inventory levels, and material availability at the Aspen facility in Humble, TX. The role is responsible for planning, scheduling, and coordinating production activities in a Make-to-Order (MTO) manufacturing environment.

This role partners closely with the General Manager and VP Operations to align planning decisions with site operational priorities, while maintaining a dotted-line relationship with the RectorSeal Vice President, Supply Chain to ensure consistency with company-wide supply chain strategy, systems, and standards. The role serves as the link between commercial demand signals, site production capabilities, and supply chain governance.

Key Responsibilities

  • Production & Supply Planning
    • Translate demand forecasts into master production schedules in coordination with site operations and manufacturing leadership
    • Balance capacity, labor, and material constraints to optimize production plans and minimize disruptions
    • Manage finished goods and raw material inventory levels to meet service-level targets while controlling working capital
    • This role ensures customer orders are translated into executable production plans while balancing capacity, material availability, lead times, and delivery commitments.
    • The planner works closely with Sales, Customer Service, Engineering, Purchasing, Manufacturing, and Logistics to ensure on-time delivery and efficient utilization of manufacturing resources.
  • Demand & Sales Forecasting
    • Develop, maintain, and continuously improve statistical and collaborative demand forecasts using historical data, sales input, and market trends
    • Participate in Sales & Operations Planning (S&OP) processes, reconciling demand forecasts with production capacity and inventory targets
    • Monitor forecast accuracy and drive root-cause analysis and corrective actions for variances
  • Material Planning
    • Ensure required materials are available prior to production.
    • Coordinate with Purchasing regarding shortages and supplier delays.
    • Monitor inventory levels to minimize shortages while avoiding excess inventory.
    • Support inventory accuracy through cycle counts and reconciliation activities.
  • Customer Order Management
    • Review incoming customer orders for manufacturability and capacity.
    • Coordinate Engineering changes affecting customer orders.
    • Provide realistic production completion and shipment dates.
    • Communicate schedule changes and risks to Customer Service and Sales.
  • Cross-Functional Collaboration
    • Act as the primary planning liaison between the Aspen site and RectorSeal Supply Chain function
    • Partner with Procurement, Manufacturing, Quality, Engineering, and Logistics to resolve supply constraints and schedule conflicts
    • Provide planning data, forecasts, and analysis to support the General Manager's operational decision-making
  • Corporate Alignment (Dotted-Line to VP, Supply Chain)
    • Ensure site planning processes, tools, and KPIs align with RectorSeal supply chain standards and systems
    • Participate in corporate supply chain initiatives, reporting, and continuous improvement programs
    • Escalate planning risks with enterprise-wide implications (e.g., supply shortages, network-level capacity constraints) to the VP, Supply Chain
  • Systems & Reporting
    • Own and maintain planning systems, ensuring data integrity and system optimization
    • Develop and distribute regular reporting on forecast accuracy, inventory health, production attainment, and service levels
    • Lead continuous improvement projects related to planning processes, tools, and metrics

Skills/Competencies

  • Strong analytical and quantitative skills; proficiency with forecasting methodologies and planning software
  • Advanced Excel skills; experience with BI tools (Power BI, Tableau) a plus
  • Excellent communication and influencing skills, with the ability to work effectively across Aspen and RectorSeal teams
  • Strong organizational skills and ability to manage competing priorities in a fast-paced manufacturing setting
  • Sound judgment and comfort operating in a matrixed reporting structure, balancing site priorities with RectorSeal standards
  • Problem-solving mindset with a bias toward data-driven decision-making

Required Experience

  • A minimum of 3 years of experience in demand planning, supply planning, S&OP, or production scheduling required, preferably in a manufacturing environment

Preferred Experience

  • Bachelor's degree in Supply Chain Management, Business, Operations, Industrial Engineering, or related field preferred. Equivalent experience will be considered in lieu of a relevant degree
  • Experience using ERP planning modules, preferably JD Edwards EnterpriseOne (JDE E1) production planning modules is highly preferred. Strong understanding of MRP, Capacity Planning, BOMs, Routings, Shop Floor Control, and Inventory Management is preferred.
  • Experience working within a matrixed organization with both site and corporate reporting relationships is a plus
  • APICS/ASCM certification (CPIM or CSCP) a plus

Work Environment

  • Primarily office-based within a manufacturing facility, with regular time spent on the production floor to coordinate with operations and manufacturing teams
  • Standard business hours with occasional flexibility required to support production schedules or resolve time-sensitive supply issues
  • Some travel may be required to support supply chain meetings, training, or cross-site collaboration
  • Must be able to work in a manufacturing environment following all applicable safety protocols

About RectorSeal

Based in Houston, Texas, RectorSeal, LLC, is a wholly owned subsidiary of CSW Industrials, Inc. [NYSE: CSW] and is a leading provider of quality solutions for the professional trades serving heating, ventilation, and air conditioning (HVAC/R), plumbing, electrical, and construction markets. For more information about RectorSeal's innovative products and brands that increase efficiency and improve reliability, please visit www.RectorSeal.com.

About CSW Industrials

CSW Industrials is a diversified industrial growth company with industry-leading operations in three segments: Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions. CSW provides niche, value-added products with two essential commonalities: performance and reliability. The primary end markets we serve with our well-known brands include HVAC/R, plumbing, electrical, general industrial, architecturally-specified building products, energy, mining, and rail transportation.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Minimum 3 years experience in demand planning, supply planning, S&OP, or production scheduling
  • Proficiency with forecasting methodologies and planning software
  • Advanced Excel skills
  • Ability to work on-site in a manufacturing environment and follow safety protocols
  • Experience with ERP planning modules (JD Edwards EnterpriseOne JDE E1)
  • Strong understanding of MRP, Capacity Planning, BOMs, Routings, Shop Floor Control, and Inventory Management
  • Experience with BI tools (Power BI, Tableau)
  • Bachelor's degree in Supply Chain Management, Business, Operations, Industrial Engineering, or related field (or equivalent experience)
  • APICS/ASCM certification (CPIM or CSCP)
  • Experience operating within a matrixed organization (site and corporate reporting)
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The Company
HQ: Dallas, TX
69 Employees
Year Founded: 2015

What We Do

With multiple businesses and brands across the U.S. and abroad, CSW Industrials (NASDAQ: CSWI) is a diversified industrial growth company with well-established, scalable platforms and domain expertise across three segments: Contractor Solutions, Engineered Building Solutions, and Specialized Reliability Solutions. The CSWI family includes RectorSeal, Whitmore, Greco, Smoke Guard, and Balco, established companies that produce well-known and reliable brands serving the HVAC/R, rail, plumbing, architecturally—specified building products, energy, mining and general industrial markets.

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