Planner & Financials Analyst

Crown Equipment Corporation is a leading innovator in world‑class forklift and material handling equipment and technology. As one of the world’s largest lift truck manufacturers, we are committed to providing the customer with the safest, most efficient and ergonomic lift truck possible to lower their total cost of ownership.

Forecasting, Planning, Scheduling, and Delivery

Work in collaboration with AET, Sales and Project Management teams globally to forecast sales and kit production. Communicate with Manufacturing, Distribution and Engineering to ensure the Company has adequate capacity and compliance for each type of AET hardware product. Translate sales demand and establish production schedules to meet customer lead time expectations. Manage and develop the necessary processes to track financial transactions in relation to project schedules.

Analyze weekly release schedules to maximize available production while maintaining appropriate levels of inventory and lead times. Track orders through the entire life cycle.

Bill Records, Financials & Reporting

Manage and develop the necessary processes to track financial transactions in relation to project schedules. Analyze exceptions and change reports to modify production plans. Identify potential issues within production and distribution channels and provide corrective actions to mitigate impact to end customers. Work with Project Management to maintain accuracy of daily kit release reports and lead time communications to Global Sales teams.

Ensure billing records are accurate.

Financial and Business Process Analysis

Define, implement and maintain departmental budget and reporting practices. Implement a process to connect department expenses across multiple ERP systems. Incorporate project budgets and financials into monthly BI reports. Identify opportunities and manage project(s) to implement business system(s) to move financials to a systematic process. Implement, and administer Workfront reports, dashboards and processes. Analyze financial data to identify trends and recommend mitigations steps to leadership.

Ensure Company invoicing practices are adhered to. Work with Sales, Customer Support and Engineering on sales configurator updates and modifications. Organize and review invoices. Work with each unique customer business system to ensure invoicing is uploaded properly and payment is successful. Collaborate with Credit and Collections department on outstanding invoices. Assist with modifying the invoice when necessary for it to be paid by the customer.

5-7 years related experience

Bachelor's degree (Business, Accounting, or Supply Chain Management)

Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire.

No agency calls please.

Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more.