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Budget Analyst
Job in
Rockwall, Rockwall County, Texas, 75087, USA
Listed on 2025-12-07
Listing for:
Keatax
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
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.
What You’ll Do- 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
- 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
- Basic GAAP knowledge for accruals, reserves, and reconciliations (a plus)
- Data/BI experience a plus (Power BI, Tableau, or Looker for dashboards)
- Full health benefits
- Full dental benefits
- 401(k) 4% automatic contribution
- Competitive compensation
This position is ideal for a precision-focused financial professional who enjoys digging into details, building scalable processes, and ensuring financial accuracy. If you get satisfaction from making every schedule tie out, seeing trends before others do, and eliminating inefficiencies — you’ll excel here.
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