Joe Elliott
Senior Financial Reporting Analyst @Alvaria CX
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WORK HISTORY
Senior Financial Reporting Analyst @Alvaria CX
Austin, TX, US
Monthly close and consolidations• Led multi-entity, multi-currency consolidated reporting, includingeliminations and intercompany reconciliations• Delivered monthly and quarterly reporting packages with variance analysisand executive commentary• Partnered with Accounting on close calendars, flux reviews, and adjustmentsimpacting reported resultsManagement reporting and KPIs• Built and deployed Planful reports, dashboards, and report books forleadership and budget owners• Established and maintained standardized KPI definitions across revenue,margin, Opex, headcount, ARR, retention, and working capital• Implemented data quality checks and reconciled actuals to plan/forecastLender and board reporting• Prepared lender financial packages including liquidity and performancereporting• Supported board materials and presentations with crisp narratives andvisualsSystems and process enablement• Administered and optimized Planful structures, mappings, hierarchies, andversions• Maintained and improved NetSuite-to-Planful integrations to reduce manualreconciliations• Partnered with Rev Rec, Sales Ops, Deal Desk, and IT/Business Apps toimprove upstream data flowsCross-functional partnership• Translated complex financial and accounting topics into clear, actionableinsights for executives and operators• Drove continuous improvement of reporting processes, documentation,and controls
EDUCATION
University of North Carolina at Greensboro
Business and Economics
The John Henry Newman School
3 A-Levels – Business, Law and English, 10 GCSE’s
University of Hull
Bachelor's degree, Business (International)
ABOUT JOE ELLIOTT
Finance professional with extensive experience leading end-to-end financial close processes, forecasting, budgeting, and management reporting. Proven track record of partnering cross-functionally to drive accurate, data-driven decision-making and streamline financial operations. Skilled in leveraging advanced financial platforms and tools, including Planful, Intacct, Excel, Access, and SQL, to build detailed models, automate reporting, and deliver insightful analysis.Expertise spans revenue recognition, KPI tracking, variance analysis, and strategic financial planning with a strong focus on driving business growth and operational efficiency. Adept at collaborating with senior leadership, product management, and Revenue Operations to align financial strategies with company goals.Experienced in managing client portfolios, delivering tailored financial insights, and supporting organizational operations through process optimization and administrative excellence. Known for leading process improvements that enhance accuracy, efficiency, and transparency in fast-paced environments.Passionate about transforming complex financial data into actionable insights that empower leadership and stakeholders to make informed decisions.
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