Vice President, Material and Capacity Planning

About the role

The Vice President of Material and Capacity Planning holds ultimate accountability for the architectural design, global coordination, and optimization of Lumentum’s end-to-end material flows and long-range capacity strategies.

This is a macro-governance and corporate coordination role focused on balancing front-end Wafer Fabrication (InP/VCSEL) and back-end Module Factory resources on a multi-continent scale.

Responsibilities

• Translate volatile cloud/hyperscaler market forecasts into unified, actionable global supply strategies that support corporate revenue and margin targets.
• Formulate the centralized scheduling models that link front-end wafer fabrication outputs to back-end assembly, test, and packaging schedules in regional hubs.
• Build corporate governance frameworks using advanced planning systems to track multi-million dollar pools of critical materials.
• Lead global alignment for New Product Introduction (NPI) material pipelines, ensuring phased ramp-ups of next-generation transceivers synchronize seamlessly with legacy product phase-outs without causing stranded global component liabilities.
• Map, aggregate, and continuously audit the macro-capacity matrices of all internal cleanrooms, assembly floors, and critical automated test fixtures worldwide.
• Orchestrate global product routing allocations, directing operational workloads across regional manufacturing sites to optimize overall equipment effectiveness (OEE), absorb regional capacity shocks, and manage local labor scaling.
• Synthesize global factory and Fab load projections into data-backed recommendations for the C-suite, defining exactly when and where to invest Capital Expenditure (CapEx) for physical footprint or machinery expansions.
• Coordinate with third-party foundries and Outsourced Semiconductor Assembly and Test (OSAT) partners, treating external capacity as a flexible extension of Lumentum’s global footprint to absorb market volatility.
• Chair the monthly executive Sales, Inventory, and Operations Planning (SIOP) supply review cycle, ensuring data alignment across Product Units, Global Sales, Corporate Finance, and Operations.
• Establish a structured mechanism to ingest volatile cloud/hyperscaler commercial forecasts and map them against long-term operational limits.
• Formulate and present data-backed "what-if" planning options to the EVP of Business Operations regarding trade-offs, demand surges, and market capacity risks.
• Reconcile physical capacity constraints with corporate finance budgets to protect gross margins, optimize operational cash flow, and manage balance-sheet inventory liabilities.
• Partner dynamically with the VP of Integrated Business Planning (IBP) to embed corporate strategy, product portfolio shifts, and financial targets directly into the monthly S&OP supply cadence.
• Align constraints with the SVP of Procurement and Logistics to factor supplier capacity limitations, component lead times, logistics bottlenecks, and inbound freight realities into macro models.
• Serve as the chief strategic partner to the site SVPs of Fab Operations and Factories, integrating their local cycle times, machine availabilities, and yield metrics into the macro plan without interfering with site-level daily ownership.
• Lead the technology roadmap for enterprise cloud planning systems to streamline data integration across functions.
• Enforce data policies for macro-level planning parameters, standardizing yield models and planning bills of materials (BOMs) within the ERP.

Qualifications & Experience

• Profile Education: Bachelor’s degree in Supply Chain Management, Operations Research, Industrial Engineering, or Business Administration. An MBA or MS in an analytical discipline is highly preferred.
• Years of Experience: 15+ years of progressive leadership within supply chain or operational environments, with a minimum of 5 years driving corporate S&OP/IBP transformations.
• Global Scope Exposure: Proven success managing complex, cross-continental planning networks involving multiple international facilities (specifically across North America and Asia).
• Dual-Domain Focus: Substantial experience navigating high-tech ecosystems where planning bridges front-end semiconductor fabrication (Fab) and back-end module integration (Factory).
• Preferred Technical & Leadership Skills: Advanced Systems Experience: Deep governance experience with leading APS platforms and enterprise software such as SAP S/4HANA Supply Chain or Oracle Cloud SCM. Executive Influence: Exceptional presentation and persuasion skills, with a history of driving matrixed consensus across separate executive peer groups (SVP Procurement, VP IBP, and SVPs of Fab/Factory).