Senior Material Planner

Job Description

Job Description

ROLE SYNOPSIS:

The Material Planner is responsible for planning, coordinating, and monitoring the availability of materials, components, equipment, and inventory required to support customer orders, manufacturing activities, projects, and field operations. This role reports to the General Manager and serves as a key link between Sales, Inside Sales, Operations, Engineering, Procurement, Warehouse, and Finance to ensure material requirements are accurately identified and fulfilled.

The Material Planner utilizes the company’s ERP, MRP, inventory, and material planning systems to translate customer demand and operational requirements into actionable material requirements. The position monitors inventory levels, demand, lead times, purchase requirements, and material availability while identifying shortages, excess inventory, and potential supply constraints.

The role requires strong analytical and organizational skills, attention to detail, and the ability to coordinate multiple priorities in a dynamic global business environment. The position may require domestic and international travel of up to 10% of the employee’s time to visit suppliers, company locations, warehouses, or field operations.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Material Requirements Planning: Develop and maintain material requirements based on customer orders, forecasts, production requirements, projects, and field operations.
• MRP/ERP Management: Utilize ERP/MRP systems to generate material requirements, purchase requirements, planned orders, work orders, and replenishment recommendations.
• Demand Planning: Monitor customer demand, sales forecasts, open orders, and operational requirements to identify current and future material needs.
• Inventory Management: Monitor inventory levels, safety stock, inventory availability, excess inventory, obsolete materials, and inventory accuracy.
• Material Availability: Ensure required materials, components, equipment, and consumables are available to support customer commitments and operational schedules.
• Purchase Planning: Identify purchasing requirements and coordinate with Procurement to ensure purchase orders are placed in accordance with required quantities, lead times, and delivery dates.
• Order Management: Monitor open customer orders, work orders, purchase orders, and material requirements to identify potential delays or shortages that could impact delivery.
• Shortage Management: Identify material shortages and supply constraints and develop recovery plans in coordination with Procurement, Suppliers, Operations, Engineering, and other stakeholders.
• Lead-Time Management: Maintain accurate supplier lead-time information and monitor supplier performance to improve material availability and planning accuracy.
• Production & Operations Support: Coordinate material requirements with Operations, Engineering, Warehouse, and Field Personnel to support manufacturing, assembly, maintenance, mobilization, and field activities.
• Sales & Inside Sales Support: Work with Sales and Inside Sales to understand customer requirements, delivery commitments, forecasts, and changes that may impact material requirements.
• Bill of Materials (BOM) Management: Support the development, maintenance, and accuracy of bills of materials, material masters, planning parameters, and related ERP data.
• Material Master Data: Maintain accurate material information including part numbers, descriptions, units of measure, lead times, minimum/maximum quantities, reorder points, and planning parameters.
• Inventory Optimization: Identify opportunities to improve inventory turns, reduce excess and obsolete inventory, optimize stocking levels, and improve working capital utilization.
• Expediting: Monitor critical purchase orders and material requirements and coordinate with Procurement and suppliers to expedite materials when necessary.
• Planning & Reporting: Develop and maintain reports and KPIs related to material availability, shortages, inventory levels, purchase requirements, supplier performance, and order fulfillment.
• Process Improvement: Identify opportunities to improve material planning processes, automate manual activities, improve data accuracy, and reduce material-related delays.
• Cross-Functional Coordination: Participate in planning meetings and provide visibility to material constraints, risks, requirements, and recovery actions.
• Systems & Data Accuracy: Ensure material planning and inventory transactions are accurately reflected in company systems and support appropriate data governance.
• Continuous Improvement: Support initiatives to improve planning accuracy, inventory performance, order cycle time, supplier performance, and overall operational efficiency.

QHSE RESPONSIBILITIES:

• Demonstrate a personal commitment to Safety, Quality, Health, and the Environment.
• Apply Caltex Oil Tools and, where appropriate, Client Company Safety, Quality, Health, and Environmental policies and management systems.
• Promote a culture of continuous improvement and lead by example to ensure company goals are achieved and exceeded.
• Ensure material planning and inventory activities are performed in accordance with applicable company procedures and controls.

REQUIRED QUALIFICATIONS:

• 10+ years of experience in material planning, production planning, supply chain, inventory management, procurement, or related operational function.
• Experience working with ERP/MRP systems and material planning processes.
• Working knowledge of MRP, inventory management, purchasing, demand planning, and order management.
• Ability to analyze demand, inventory levels, lead times, and material requirements to identify potential shortages or supply constraints.
• Strong proficiency with Microsoft Excel and the ability to analyze and manipulate operational data.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Effective written and verbal communication skills.
• Ability to work effectively with Sales, Inside Sales, Procurement, Operations, Engineering, Warehouse, Finance, and suppliers.
• Ability to interpret bills of materials, purchase requirements, inventory information, and operational schedules.
• Ability to work effectively in a fast-paced, changing environment.

PREFERRED QUALIFICATION:

• Bachelor’s degree in Supply Chain, Business, Operations, Engineering, Logistics, or a related field.
• Experience in oil & gas, energy, manufacturing, industrial services, subsea, or other project-based environments.
• Experience with advanced ERP/MRP platforms and planning tools.
• APICS/ASCM certification such as CPIM or CSCP.
• Experience with inventory optimization, demand forecasting, or S&OP processes.
• Experience working with international suppliers and global supply chains.
• Experience with Lean, Six Sigma, or other continuous improvement methodologies.
• Experience developing operational reports, dashboards, or KPIs using Excel, Power BI, or similar tools.

PHYSICAL DEMANDS:

• Able to travel domestically and internationally to meet with suppliers, customers, company personnel, and project resources.
• Natural or corrected vision sufficient to read printed materials and computer screens.
• Natural or corrected hearing and speech sufficient to communicate in person and by telephone.
• Capable of properly using standard office equipment, including telephone and computer with keyboard.
• Ability to occasionally work in warehouse, shop, dockside, or field environments.
• Ability to wear required Personal Protective Equipment (PPE), including hard hat, steel-toed shoes, safety glasses, hearing protection, and other PPE as required.

WORK ENVIRONMENT:

• Primarily an office environment with occasional work in warehouses, supplier facilities, customer locations, manufacturing facilities, and dockside marine terminals.
• Dockside and field work may be performed outdoors where heat, humidity, weather conditions, and elevated noise levels can be expected.
• May work in proximity to high-pressure systems, electrical equipment, machinery, and other industrial hazards. Appropriate PPE and engineering controls will be utilized.
• Occasional domestic and international travel may be required.

The functions must be performed in accordance with the processes and procedures defined in the Company's Management System.

Caltex is an exciting and young company headquartered in Tomball, Texas that develops new technology for the challenging subsea environment. Our custom designed equipment operates around the world in ultradeep water, working with ROV and other remote technologies, providing solutions to our clients' complex problems.

Company Description

Caltex is an exciting and young company headquartered in Tomball, Texas that develops new technology for the challenging subsea environment. Our custom designed equipment operates around the world in ultradeep water, working with ROV and other remote technologies, providing solutions to our clients' complex problems.