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Allocation Analyst Jobs in Wisconsin (NOW HIRING)

NACBA

Grant Accounting and Financial Analyst

Milwaukee, WI · On-site

$75 - $95/hr

Prepare analytical reports and expense tracking to ensure proper allocation of project disbursements to various grants. General Accounting & Financial Reporting * Perform account reconciliations ...

New

Shine United

Data Analyst

Madison, WI · On-site

Develop insights that drive campaign optimization, budget allocation, audience strategy, and ... Strong proficiency in web analytics platforms (GA4 required). * Experience with tag management ...

Omega Media

WI · On-site

$60 - $80/hr

We are looking for a new Marketing Performance Analyst Are you passionate about turning data into ... Budget allocation: Recommend strategic budget shifts toward high-performing audience segments and ...

New

Hive-X

WI · On-site

$80 - $110/hr

As part of this mission, we are looking for an experienced FullStack developer analyst who will ... Automatic allocation of Social Assistants (AS): Development of a module allowing the automatic ...

Henderson Products Inc.

Cost Analyst

Milwaukee, WI · On-site

$70 - $100/hr

The Cost Analyst owns cost accounting for our engineered‑to‑order manufacturing operations ... Working knowledge of standard costing, BOMs, routings, and overhead allocation. * Results‑driven ...

Milwaukee Tool

Sr Financial Analyst - FP&A

Menomonee Falls, WI · On-site

$85K - $106K/yr

Build and maintain the IT cost allocation / showback model, partnering with IT to allocate and show back costs to the business to drive value. * Analyze and support the timely creation of meaningful ...

Milwaukee Tool

Sr Financial Analyst - FP&A

Menomonee Falls, WI · On-site

$85K - $106K/yr

Build and maintain the IT cost allocation / showback model, partnering with IT to allocate and show back costs to the business to drive value. * Analyze and support the timely creation of meaningful ...

Henderson Products

Cost Analyst

Milwaukee, WI · On-site

The Cost Analyst is responsible for owning cost accounting for our engineered-to-order (ETO ... Working knowledge of standard costing, BOMs, routings, and overhead allocation * Results-driven ...

Tiger Analytics

WI · On-site

$140 - $220/hr

Monitor and analyze key performance indicators (KPIs) related to replenishment and supply chain allocation, and provide recommendations for continuous improvement. * Stay abreast of industry trends ...

Tiger Analytics

WI · On-site

$140 - $220/hr

Monitor and analyze key performance indicators (KPIs) related to replenishment and supply chain allocation, and provide recommendations for continuous improvement. * Stay abreast of industry trends ...

Henderson Products

Cost Analyst

Milwaukee, WI · On-site

The Cost Analyst is responsible for owning cost accounting for our engineered-to-order (ETO ... Working knowledge of standard costing, BOMs, routings, and overhead allocation * Results-driven ...

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Showing results 21-40

All JobsAllocation Analyst JobsAllocation Analyst Jobs in Wisconsin

Allocation Analyst information

See Wisconsin salary details

$35.3K

$76.2K

$132.2K

How much do allocation analyst jobs pay per year?

As of Sep 4, 2026, the average yearly pay for allocation analyst in Wisconsin is $76,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $90,300.00 per year, depending on experience, location, and employer.

What is an allocation analyst?

Allocation Analysts are professionals responsible for managing and optimizing the distribution of products, inventory, or resources within a company. They analyze sales trends, inventory levels, and demand forecasts to ensure that the right products are in the right locations at the right times. Their work helps maximize sales, reduce excess inventory, and improve overall supply chain efficiency. Allocation Analysts often collaborate with buyers, planners, and store managers to support business goals.

What does an allocation analyst do?

An allocation analyst is in charge of monitoring and maintaining the amount of merchandise available for customers to purchase. Your responsibilities in this career include managing inventory, gathering information on customer desire and trends, and providing a forecast on supply and demand. Your duties have you analyze your research, allocate merchandise strategy, and recommend the best steps for profit growth. You provide reports on research and anticipate upcoming trends. An allocation analyst also pays attention to product details, including sizes and colors, as well as what the competition is offering.

What are the key skills and qualifications needed to thrive as an allocation analyst, and why are they important?

To thrive as an Allocation Analyst, you need strong analytical skills, proficiency in data interpretation, and a background in business, finance, or supply chain management. Familiarity with inventory management systems, Microsoft Excel, and often ERP software like SAP or Oracle is typically required. Attention to detail, effective communication, and problem-solving abilities are key soft skills that distinguish top performers. These skills ensure optimal product distribution, data-driven decision-making, and efficient collaboration with cross-functional teams.

How does an allocation analyst typically collaborate with the merchandising and supply chain teams?

Allocation Analysts work closely with both the merchandising and supply chain teams to ensure the right products are distributed to the right locations in optimal quantities. They regularly attend cross-functional meetings to discuss sales forecasts, inventory levels, and upcoming promotions, using these insights to adjust allocation strategies. Strong communication and data analysis skills are essential, as Allocation Analysts must translate sales and inventory data into actionable plans that align with business objectives and respond quickly to changing demand patterns.

What is the difference between Allocation Analyst vs Inventory Analyst?

AspectAllocation AnalystInventory Analyst
Primary FocusDistributing resources or products to optimize supply chain efficiencyManaging stock levels and inventory accuracy
Required SkillsData analysis, supply chain knowledge, attention to detailInventory management, data analysis, forecasting
Work EnvironmentRetail, manufacturing, logistics companiesWarehouses, retail, manufacturing sectors
Common CertificationsSupply Chain certifications, APICS CPIM or CSCPInventory management certifications, APICS certifications

While both roles involve data analysis and supply chain concepts, Allocation Analysts focus on distributing resources efficiently across locations, whereas Inventory Analysts concentrate on maintaining optimal stock levels. Both roles are vital in supply chain management and often collaborate to ensure smooth operations.

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Allocation Analyst jobs near you
Infographic showing various Allocation Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution, with an average salary of $76,224 per year, or $36.6 per hour.

Asset Analyst, Capital Formation

Baker Tilly

Madison, WI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Baker Tilly rating

8.8

Company rating: 8.8 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

5th of 23 rated bookkeepers and accountants

Job description

Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments. The Asset Analyst will focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws. He/she will be responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting. The Asset Analyst will assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions. This person will establish strong working relationships with investors, lenders, and financial partners and will assist with the preparation and modification of annual community impact questionnaires.
  • Focus on assigned NMTC projects for Baker Tilly clients delivering required reviews, comments and work product (pre and post-closing financial models/analysis - work with borrowers to discuss ongoing reporting compliance address borrower financial strength, understand and document community impacts, construction draw reviews, etc.). Once project data is reviewed, designate appropriate risk ratings and preparation of periodic internal reports for management/clients. Assist with mitigating risk.
  • Responsible for all aspects of compliance reporting for client portfolio including the organization, collection, verification and accuracy of compliance data on an annual basis, as well as the collection and analysis of additional annual community impact reporting and borrower certifications.
  • Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions. Monitor loan defaults and that there are no mechanic liens or other non-permitted encumbrances on the project.
  • Along with fellow team members, and other intermediaries, establish strong, productive working relationships with investors, lenders, project developers, and other financial partners. Cultivate relationships conducive to information sharing and problem solving. Provide exemplary customer service. Employ customer retention strategies to seek ways to extend Baker Tilly's services beyond the current transaction.
  • Alongside the production team, assist with the preparation and modification of annual community impact questionnaires. Send, collect and review completed questionnaires for completeness and reasonableness. Maintain database information integrity as it relates to compliance data, financial reporting, construction updates, and project information.

Minimum Qualifications
  • 4-year degree
  • 1 year professional experience

Preferred Qualifications
  • Bachelor's degree in real estate finance, economics, business, accounting or a related field is required.
  • Two years of experience in asset/portfolio management or real estate finance is preferred.
  • Strong aptitude with information technology with proficient skills in word-processing, spreadsheet and presentation software and the ability to adapt to new technology is required.
  • Strong financial analysis skills with the ability to recognize financial issues through review of borrower financial statements
  • Ability to establish and maintain effective working relationships with supervisors, co-workers, and outside business professionals
  • Self-starter who exhibits the drive and resourcefulness to work independently and with team members toward common Company goals - show confidence in functional skills and an ability to apply those skills in a multi-task cross-functional team setting
  • Ability to work in an evolving, team oriented environment, and accept new challenges as assigned
  • Must exhibit excellent communication skills (verbal and written)

In Wisconsin: pay rate range for this role is $62,000 - $95,610. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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