Judd Zimmermann
Racine
Summary
Results-driven and detail-oriented professional with over 8 years of experience in demand planning, sales operations, inventory management, and data reporting, actively pursuing opportunities in finance or demand planning. Expertise in forecasting and analysis translates complex data into actionable insights that drive strategic decision-making. A strong commitment to delivering measurable value supports organizational goals and enhances operational efficiency. Proven ability to collaborate cross-functionally, ensuring alignment between departments and fostering a culture of informed decision-making.
Overview
8
8
years of professional experience
Work History
Senior Demand Planning Analyst
Case Construction
11.2024 - Current
- Lead the creation of two monthly PO forecasts for 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.
- Collaborate 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.
- 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.
- 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.
- Oversaw Accounts Payable coordination with attachment vendors, maintaining timely payments, balanced accounts, and strong vendor relationships.
- 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 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
- Skilled in Microsoft Excel and PowerBI
- Skilled in SAP ERP Software
- Ad Hoc Reporting & Analysis
- Project and KPI Management
- Personal Investment Portfolio Management
- Account/ Vendor Maintenance and Relationship 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