Spirits Allocations Analyst

Andrews Distributing Company of North Texas•Dallas, TX

About The Position

The Spirits Allocations Analyst I manages the allocation and distribution of limited and highly allocated spirits products. The role collaborates with Product Management to set up new allocation and single-barrel items, coordinates with Sales and local supplier teams, and manages allocated orders in the ERP system. It distributes products across account types, regions, territories, and sales channels in accordance with allocation methodologies, contractual obligations, brand strategy, and regulatory requirements. The analyst reviews sales history, depletion trends, customer performance, inventory positions, inbound supply, and depletion rates to identify allocation risks. The role partners with Sales leadership, Brand, Supply Chain, and Finance on account priorities, supply timing, and revenue and margin assumptions, and communicates allocation decisions to internal teams and external partners. The position also maintains documented allocation rules, supports audit and compliance requests, flags exceptions and special requests, and prepares dashboards and reports on allocation versus depletion, customer performance, inventory health and turns, and allocation exceptions and their root causes. The listed tasks are an overview and are not all-inclusive.

Requirements

Bachelor’s degree in Finance, Supply Chain, Economics, or a related field.
Two or more years of experience in FP&A, Commercial Finance, Sales Finance, Revenue Management, Demand Planning, Supply Planning, or a similar analytics role.
Experience with inventory or allocation planning.
Advanced Microsoft Office and Excel experience, including VLOOKUP, advanced formulas, external data connections, PowerPivot, PowerQuery, and macros.
Detail-oriented, with strong analytical and organizational skills and the ability to work in a fast-paced environment.
Good understanding of the sales industry.
Proven technical aptitude and ability to learn new technologies and acquire technical skills.

Nice To Haves

Experience in spirits, wine, beer, or consumer packaged goods (CPG).
Experience working with highly allocated or luxury products.
Previous distribution experience.
Prior selling skills.
Advanced communication skills.

Responsibilities

Collaborate with Product Management to set up new allocation and single-barrel allocated items.
Communicate with Sales and local supplier teams about distribution of single-barrel items when received.
Manage entry of allocated orders in the ERP system.
Manage allocation models for limited and highly allocated spirits SKUs.
Distribute products across account types, regions, territories, and channels, including retail, wholesale, and e-commerce.
Ensure allocations align with documented methodologies, contractual obligations, brand strategy, and regulatory compliance requirements.
Analyze historical sales, depletion trends, and customer performance.
Monitor inventory positions, inbound supply, and depletion rates; identify risks such as over-allocation, stockouts, and misalignment.
Partner with Sales leadership to understand account priorities and coordinate with Brand and Supply Chain teams on supply availability and timing.
Support Finance with allocation assumptions related to revenue and margin forecasts.
Communicate allocation logic to internal teams and external partners.
Maintain transparent, defensible allocation rules and documentation.
Support audit and compliance requests, particularly for highly scrutinized allocations.
Identify and flag exceptions or special requests, maintaining consistency across regions while allowing for strategic flexibility.
Create dashboards and reports with insights into allocation versus depletion, customer performance against allocation, inventory health and turns, and allocation exception trends and root causes.