Bassett Mechanical ยท 1 day ago
Director Enterprise Planning & Business Analytics
Kaukauna, Wisconsin, United States
Full-time
Onsite
Director/Executive
7+ years expBassett Mechanical is a 3rd generation family-owned company that provides custom-built industrial refrigeration and HVAC solutions. The Director of Enterprise Planning & Business Analytics is responsible for building and scaling enterprise planning, analytics, and execution cadence, while leading project delivery standards and integrating continuous improvement initiatives.
ElectronicsHeating Ventilation and Air Conditioning (HVAC)Manufacturing
Responsibilities
Establish and lead a recurring enterprise planning cadence (monthly/quarterly) integrating key operational drivers (pipeline, backlog, labor capacity, productivity, margins, and major initiatives)
Build and maintain a driver-based operating forecast that feeds a rolling financial forecast in partnership with Finance
Lead variance and trend analysis (actuals vs. plan/forecast) and translate insights into clear actions, owners, and decisions
Develop scenario and sensitivity models to support decisions on growth, staffing, pricing, capital, and strategic tradeoffs
Standardize planning assumptions, definitions, and templates to improve forecast discipline and leadership trust
Own the enterprise CI pipeline, including opportunity identification, prioritization, execution, and sustainment
Lead Road Shows and Kaizen-style events, ensuring problems are clearly scoped and benefits are measurable and sustained
Partner cross-functionally to drive adoption, remove barriers, and reinforce standard work
Produce a recurring CI benefits summary (hours saved, cycle time reduction, quality improvements, cost avoidance)
Lead enterprise delivery standards for Corporate and Local Hoshins, including intake, governance, milestone tracking, and benefits realization
Direct and support the Enterprise Project Manager in executing enterprise initiatives, including software and process implementations
Establish and enforce project discipline (scope, ownership, timelines, risk management, and adoption readiness)
Ensure implementations include process mapping, change management, training coordination, and outcome measurement
Create an executive-ready analytics rhythm focused on insight and action, not reporting volume
Define and maintain a focused set of trusted enterprise KPIs aligned to operational and financial performance
Partner with leaders to diagnose issues, identify root causes, and recommend corrective actions with accountability
Lead, coach, and hold accountable direct reports across analytics and enterprise delivery
Act as an internal consultant to business leaders on planning, prioritization, and execution
Communicate clearly at all levels, including executive summaries and facilitation of working sessions
Other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or Master's preferred
7+ years of progressive experience across enterprise planning, FP&A-style analysis, business analytics, CI/Lean, and/or project delivery
Strong finance literacy, including forecasting, variance analysis, and business case modeling
Demonstrated experience building driver-based forecasts and translating operational data into decision-ready insights
Proven leadership in project portfolio management, governance, and cross-functional execution
Experience leading Lean / CI efforts (Kaizen, Road Shows, process redesign, sustainment)
Strong executive communication skills; able to influence without direct authority
Preferred
Experience in construction, mechanical contracting, or industrial services preferred; ERP experience (e.g., Vista by Viewpoint) a plus
PMP or equivalent project management credential preferred; familiarity with Hoshin planning a plus
Benefits
Competitive compensation and benefits package
Professional growth opportunities
Company
Bassett Mechanical
Bassett Mechanical is an engineering company that provides HVAC, electrical, and plumbing systems services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kim Bassett
President/CEO
Craig Lamers, CPA
Chief Financial Officer
Company data provided by crunchbase