Budget Analyst

KEA•Rockwall, TX

67d

About The Position

We have an immediate opening for a detail-driven, analytically minded Budget Analyst to own the budgeting, forecasting, analysis, and reconciliation process for a multi-client portfolio. This role partners closely with the property tax team to ensure accuracy, transparency, and timely reporting.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or related field
3+ years of experience in accounting/finance; property tax, FP&A, or related field preferred
Advanced Excel proficiency (index/match, pivot tables, nested formulas; Power Query a plus)
Meticulous and deadline-driven with strong documentation habits
Demonstrated ability to trace financial data back to source and ensure accuracy
Strong written and verbal communication — able to explain variances clearly

Nice To Haves

Basic GAAP knowledge for accruals, reserves, and reconciliations (a plus)
Data/BI experience a plus (Power BI, Tableau, or Looker for dashboards)

Responsibilities

Own property tax budgeting, forecasting, and monthly/quarterly updates across entities
Reconcile all schedules to the penny and ensure complete accuracy
Deliver clear, insightful variance analysis (budget vs. actual vs. prior year)
Track exposures related to appeals, litigation, supplements, and audits
Collaborate cross-functionally with the property tax team on data accuracy and appeal outcomes
Drive operational improvements by standardizing templates, automating reconciliations, and documenting processes
Build scalable, repeatable workflows that support portfolio growth
Spot discrepancies and variances early — before they become issues