Director of Business Planning

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.

With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses () around the globe, chances are, we have something special for you.

The Director of Business Planning is responsible for developing, leading, and continually improving the company’s Sales & Inventory Operations Planning process. This role ensures cross‑functional alignment between Sales, Operations, Supply Chain, Finance, and Procurement to create an integrated plan that optimizes capacity, minimizes inventory risk, and supports customer service goals. The Director of SIOP will establish the governance, cadence, analytics, and tools necessary to support accurate forecasting, scenario planning, and long‑range business planning in a manufacturing environment.

This role contributes to annual and strategic planning and direction setting for the planning and purchasing teams. They will report to the PPE President.

• Develop and implement a comprehensive SIOP strategy aligned with business unit goals.
• Establish a formal governance structure to ensure consistency, discipline, and accountability across all functional teams.
• Determine methods to address and correct any demand and supply planning group behaviours that adversely affect S&OP KPIs.
• Drive continuous improvement of SIOP tools, processes, and KPIs.

• Oversee the demand planning function and ensure the development of an accurate, data‑driven forecast.
• Collaborate with Sales, Marketing, and Product teams to incorporate market intelligence, customer insights, and promotional activity.
• Identify forecast risks, opportunities, and assumptions for leadership review.

• Partner with Operations to ensure production capacity, labor planning, and material availability support the demand plan.
• Work with Procurement to assess supplier capabilities, lead times, and constraints.
• Lead scenario planning exercises to proactively manage potential disruptions.

• Maintain inventory strategies that balance customer service levels with working capital objectives.
• Establish policies for safety stock, lead times, and replenishment across the network.
• Monitor KPIs such as inventory turns, slow‑moving inventory, and forecast accuracy.

• Serve as the primary facilitator ensuring alignment between Sales, Finance, and Operations.
• Partner with Finance to reconcile demand, capacity, and inventory plans with financial projections (AOP, LRP).
• Drive accountability for SIOP metrics across all functional owners.

• Champion the use of advanced planning tools to improve forecasting and planning accuracy.
• Lead the creation of dashboards, scorecards, and analytics to support decision making.
• Evaluate new technologies and digital tools that enhance SIOP performance.

• Excellent understanding of technology tools that enable demand and supply planning and reporting (JDE preferred)
• Ability to use technology tools that facilitate collaboration with internal and external stakeholders.
• Business and commercial acumen and knowledge of finance, sales, marketing, manufacturing, logistics and procurement functions
• Strong numeracy and analytical skills with the ability to translate data into high-level analysis.
• 5
  -10 years of experience in demand/ supply/ inventory role
• Experience of Integrated business planning, best practice, & successful implementation
• Experience with Microsoft suite and reporting tools like PowerBI
• Understanding of end‑to‑end planning and supply chain management
• Experience in using and improving systems (SAP ERP)
• Proven people and line management experience
• Knowledge of processes in sales, marketing operations, finance, and manufacturing.
• Prov…