Judd Z
Summary
Dynamic Senior Demand Planning Analyst with Case Construction, excelling in forecasting accuracy and inventory optimization. Proven track record in enhancing forecast reliability and driving data-driven decisions through Power BI reporting. Adept at collaborating with cross-functional teams, leveraging scenario analysis to achieve strategic goals and improve operational efficiency.
Overview
8
8
years of professional experience
Work History
Senior Demand Planning Analyst
Case Construction
11.2024 - Current
- Oversee demand planning for 8 construction equipment product lines, ensuring forecast accuracy to support production, sales, and financial goals.
- Serve as team lead for the demand planning team across 17 construction equipment product lines and 2 brands, overseeing forecast accuracy to meet targets approved by senior leadership; contributing to improving forecast accuracy and optimizing inventory turns across key product lines.
- Perform scenario and market analyses based on industry trends, competitive activity, and economic indicators to inform strategic planning. Partner with Senior Leadership, supply chain, sales, and operations teams to enhance forecast reliability and support inventory and production planning.
- Serve on the Inventory Council in collaboration with the Dealer Advisory Board to optimize inventory levels across dealer networks and internal channels.
- Led the implementation of an industry analysis tool for the North America dealer network, enabling visibility into proportional size-class splits by product line to support targeted selling strategies and more accurate product ordering by territory.
Demand Planner
Case Construction
03.2022 - 11.2024
- Managed the demand planning functions for 8 product lines by collaborating with Finance, Product Management, and S&OP teams for both CNH-owned and OEM plants to create, submit for approval to Brand Management, and upload monthly wholesale, retail, and production forecasts to our forecasting software for the Request and Confirmed phases of each PO cycle.
- Responsible for the quarterly results collection and achievement tracking for the Sales Bonus Plan for the Case and New Holland Construction field sales teams. Responsibilities included gathering retail and market share data, submitting results to management for approval, and providing final data to the HR Compensation team for payout calculations. Collaborated annually with Brand Management, HR, S&OP, and Finance to develop incentive metrics.
- Ran the monthly Order Writing process which includes managing and updating our Reflow system to calculate the order requirement for each Case CE dealership based upon their current retail forecast and FMS. I would publish and update several PowerBI and Excel reports to track order intake throughout the month to provide for the Sales team to monitor their dealers progress towards order requirement achievement. At the end of each month, Case Management would use this information to determine if each dealer was compliant to their ordering requirement.
- Developed and published daily, weekly, and monthly PowerBI and Excel reports to support key business functions, including dealer and company inventory management, dealer order collection, sales team activity tracking, and monthly wholesale P.O. tracking, driving data-driven decision-making and operational efficiency.
Company Inventory Manager
Case Construction
02.2021 - 03.2022
- Manage Product Inventory for a global manufacturer of heavy construction equipment which included over 400+ machines used for customer demonstration, engineering, marketing and service training shows.
- Drive the Company Inventory SharePoint site which houses all the company inventory orders and produced units. This includes automating the site to incorporate notifications of when the units become aged and re-orders will be necessary.
- Distribute reports about current company inventory for management to use for deciding on key inventory initiatives.
- Place stock orders and billing out or buying back of units from Dealers that included calculating pricing and discounts.
- Publish Available Company Inventory List with pricing for field sales team to sell to Case CE dealers.
- Coordinate logistics and freight for all Case CE company inventory units across North America, ensuring that all moves are completed in a cost-effective and timely manner.
- Assist marketing and training managers with finding existing machines on the ground that can be used in lieu of creating new orders.
- Responsible for managing excavator attachment orders for all North American Case CE dealers and the main point of contact between our 3rd party attachment vendors and Case.
Sales Support Manager
Case Construction
01.2018 - 02.2021
- Responsible for Case CE dealers in the Northeast and Northwest US, handling tasks relating to product availability and procurement, logistics, product quality, invoicing errors, and sales program interpretation.
- Involved in several process improvement projects including streamlining the process of matching up dealer inventory orders to Case CE inventory units and tracking the progress made through Google Sheets.
- Managed excavator attachment orders from Case CE dealers and was the main point of contact between our 3rd party attachment vendors and Case.
Education
Bachelor of Business Administration - Accounting/ Finance
University of Wisconsin- Whitewater
12.2017
Skills
- Forecasting accuracy
- Demand planning
- Power BI reporting
- Scenario analysis
- Inventory optimization
- Supply chain management
Timeline
Senior Demand Planning Analyst
Case Construction
11.2024 - Current
Demand Planner
Case Construction
03.2022 - 11.2024
Company Inventory Manager
Case Construction
02.2021 - 03.2022
Sales Support Manager
Case Construction
01.2018 - 02.2021
Bachelor of Business Administration - Accounting/ Finance
University of Wisconsin- Whitewater