S&OP Planner I
Greenlee Textron Inc
San Jose de Costa Rica, San Jose,  Costa Rica
hace 2 días


The CREEC S&OP Planning person supports the NA S&OP Manager and CRECC S&OP Team Lead working with forecast, maintains the systems up to date, analyzes information and looks for ways to improve current and new processes.

Duties and Responsibilities

Extracts Daily and Exception reports to standardize the differences between SOFT and PATT. Contacts the COP and SIM teams to coordinate the updates in the system.

Runs and updates Special Demand report macro (automated in VBA) this report shows the forecast for the next 24 months for PK, OCC, KOB3, Syncade, SIS, OTS Unassigned EIP, OTS and Ed Services.

Distributes to several people. Able to make the necessary updates in SOFT system as requested.

Uses the Weekly Bookings from Finance and consolidate them to make sure all the Project Trade orders are entered correctly by the end of each period.

Double checks information with Finance Manager.

Creates Reliability Solutions Demand reports to show the forecast, probabilities, weighted and unweighted amount values by Impact Partner and region.

Use by the RS leads to prepare for RS Demand meeting.

Setup Monthly Impact Partner calls (around 40 meetings by month) keeps tracks of reschedules, distribution lists and coordinate agendas between the Territory Sales Leads and the Impact Partners.

Consolidates the monthly Finance Bookings and creates metrics for PSS, KOB3, PK, SIS, Syncade, Operation Certainty and HFM report (this reports to the AVP’s).

Besides, splits the information for each individual Impact Partner and uploads it to the SharePoint for their review.

Maintains the internal S&OP Outlook calendar to keep track of the Team’s deliverables and adjust the agendas.

Keeps internal S&OP documentation up-to-date and sends a resume at the end of the month to Team.

Able to work on special requests such as creating the Roll-up macro file. It’s use to show the forecast for the current fiscal year, next fiscal year and modify as needed.

Shows the information for each Impact Partner (21 tabs - automated in VBA). This was created for the Territory Sales Leaders and Vice President Sales NA.

In charge of the HW / SW run-rate reporting for the TSL’s using Power BI application and updates monthly in the S&OP SharePoint.

Identifies process and system improvement opportunities by monitoring existent metrics and analyzing data from CRM to create dashboards in Power BI.

Lead person in Costa Rica for CRM platform.

This person has knowledge in systems (SOFT / PATT / CRM) as well as applications such as Power BI, Tableau, SharePoint and VBA.

Structured Query Language (SQL) knowledge is recommended.


PSS Americas and other world area Executive Management


Bachelor’s degree in Business Administration, Finance, Computer Science, Statistics, Economics, Engineering or any related field from an accredited institution.

3+ years of relevant S&OP experience.

Knowledge in SOFT / PATT / CRM systems is required.

Experience in Business Intelligence Tools like Power BI or Tableau. SQL is a plus.

Advanced knowledge of Microsoft Office Suite and Outlook, specially Advanced Excel and Power Point.

Project Management understanding.

Drive Proceses efficiency.

Manage Decision Making process to resolve issues and achieve excellence in results.

Clear Communicator in English (written and verbal).

Ability to focus on deadlines and deliverables ensure the ability to find the bad defects and bugs quickly

Our Commitment to Our People We invest in our employees to ensure they have the marketplace knowledge, skills and competencies to compete and lead in a global economy.

Our training programs focus on end-to-end development from onboarding through senior leadership.Flexible and competitive benefits plans offer you the right options to meet your individual / family needsOur success is measured by the positive impact we make on people, our communities and the world in which we live.

  • Our Commitment to Diversity & Inclusion At Emerson, we are committed to fostering a culture where every employee is valued and respected for their experiences and perspectives.
  • We believe a diverse and inclusive work environment contributes to the rich exchange of ideas that inspires innovation and brings the best solutions to our customers.

    This philosophy is fundamental to living our company’s values and our responsibility to leave the world in a better place.

    Diversity and Inclusion at Emerson is about welcoming, respecting, and valuing the differences each employee possesses. Inclusion is creating a real sense of engagement, belonging and connection for all employees.

    Learn more about our and about .

    If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to.

    Emerson, a Fortune 500company with $18.4 billion in sales, more than 20 Innovation, Solutions &Engineering Centers, and 200 manufacturing locations worldwide, is committed tohelping employees grow and thrive throughout their careers.

    We are innovators,question-askers and problem-solvers. We don’t settle for good enough or Thisis the way it’s always been done.

    Instead, we push ourselves and strive forthe never been done before.

    Our Automation Solutionsbusiness enables the greatest use of the world's most valuable resources,ensuring the performance and safety of industries that are the backbone ofdaily life.

    Our Commercial &Residential Solutions business helps ensure human comfort and health, protectfood quality and safety, advance energy efficiency and create sustainableinfrastructure.

    No calls or agenciesplease.

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