S&OP Planner

Job Title:

Sales & Operations (S&OP) Planner

Reports To:

Director Supply ChainFLSA Status:
Exempt Position Summary The Sales & Operations Planner (S&OP) is responsible for leading the company's monthly S&OP process to align demand, supply, inventory, capacity, and financial objectives. This role serves as the primary link between Sales, Operations, Procurement, Customer Service, Finance, and Supply Chain to ensure the organization achieves service, inventory, productivity, and profitability goals.

The S&OP Planner develops and maintains an integrated demand and supply plan, identifies risks and opportunities, facilitates executive decision-making, and drives continuous improvement in forecasting accuracy, inventory management, and operational performance.

Key Responsibilities The following are essential job duties. Additional responsibilities may be assigned based on business needs.

Regular, reliable, and punctual attendance is required to effectively perform the responsibilities of this role.

Supervisory Responsibilities Directly supervises the Production Planner.

Carries out supervisory responsibilities in accordance with company policies and applicable laws.

S&OP Leadership Lead the monthly S&OP cycle including Demand Review, Supply Review, Pre-S&OP, and Executive S&OP meetings.

Develop and maintain a rolling 18-24 month demand and supply plan.

Facilitate cross-functional decision-making to balance customer demand, production capacity, inventory, and financial objectives.

Present recommendations, risks, and mitigation plans to executive leadership.

Demand Planning Partner with Sales, Marketing, and Customer Service to develop accurate demand forecasts.

Analyze historical sales, promotions, seasonality, customer trends, and market intelligence.

Monitor forecast accuracy and bias metrics.

Coordinate new product launches, customer transitions, and promotional events within the demand plan.

Supply & Capacity Planning Develop capacity plans for manufacturing, packaging, labor, and key suppliers.

Identify capacity constraints and recommend solutions to meet customer demand.

Collaborate with Operations to optimize production schedules and asset utilization.

Ensure long-term capacity requirements are visible and actionable.

Inventory Management Establish inventory targets and safety stock strategies.

Monitor raw materials, packaging materials, WIP, and finished goods inventory levels.

Balance inventory investment against service level objectives.

Drive inventory reduction initiatives while maintaining customer service performance.

Procurement & Materials Planning Partner with Procurement to ensure continuity of supply for ingredients and packaging materials.

Identify supply risks and develop mitigation plans.

Support strategic sourcing decisions with demand and inventory insights.

KPI Management Track and report key performance indicators including:

OTIF (On-Time In-Full)
Forecast Accuracy Forecast Bias Inventory Turns Days of Supply Schedule Attainment Capacity Utilization Service Levels Obsolete Inventory Lead root-cause analysis and corrective actions for performance gaps.

Continuous Improvement Improve planning processes, tools, and reporting capabilities.

Enhance ERP, APS, and forecasting system utilization.

Standardize planning procedures and governance.

Support the evolution from S&OP to Integrated Business Planning (IBP).Cross-Functional Leadership & Alignment Serve as the primary facilitator of alignment between Sales, Operations, Procurement, Customer Service, Finance, and Supply Chain.

Drive consensus and decision-making regarding demand, capacity, inventory, and service trade-offs.

Escalate significant business risks and opportunities to leadership with recommended actions.

Support new product launches, customer transitions, and strategic growth initiatives through integrated planning processes.

Systems, Data & Analytics Maintain and improve planning data, assumptions, and master data used in forecasting and supply planning processes.

Develop and maintain dashboards and reporting tools to improve visibility into demand, supply, inventory, and capacity performance.

Leverage ERP, planning, business intelligence, and analytics tools to support decision-making.

Support implementation and optimization of planning systems, forecasting tools, and reporting capabilities.

Performance Management & Continuous Improvement Monitor and report key planning metrics including:

OTIF (On-Time In-Full)
Forecast Accuracy Forecast Bias Inventory Turns Days of Supply…