Director, Financial Planning & Analysis

Joel Novelliere

FP&A Director combining finance, business intelligence, and technology to modernize how companies operate.

PE Real Estate FP&A Power BI SQL AI
Portrait of Joel Novelliere in a navy suit, outdoors.
Director, FP&A PE Real Estate Platform

About Me

I bring 15+ years of experience in finance, FP&A, and Business Intelligence, partnering with executive leadership at a private equity real estate platform to translate complex data into clear, actionable insight. I work closely with Accounting, Investor Relations, Capital Markets, Acquisitions, Construction, and Technology teams — leading internal and external development teams to deliver scalable reporting, automation, and BI solutions across debt and equity.

My focus is providing strategic finance support and building scalable reporting infrastructure and software that turns fragmented portfolio data into shared operating workflows. I partner with leadership to improve visibility, strengthen decision-making, and translate financial and operational needs into practical systems. I designed and built Novell Capital to connect acquisitions, capital markets, investment committee materials, performance reporting, and liquidity forecasting in one application.

Accounting Investor Relations Capital Markets Acquisitions Construction Technology

Platform workflow

One operating system from acquisition to reporting.

Novell Capital keeps each opportunity, property, investment, fund, and reporting workflow in a shared operating model.

Source and approve

Pipeline records move prospective investments from sourcing through underwriting, while IC Memo turns the same deal data into structured decision materials.

Acquisitions workflow

Manage the portfolio and capital

The Dashboard connects portfolio context while Capital Markets centralizes property-level debt, loan terms, balances, and maturity exposure.

Portfolio and debt workflow

Forecast and report

Performance and Liquidity convert property submissions and planned cash activity into portfolio reporting, rollups, and exportable decision support.

Reporting workflow

Professional certifications

Credentials on the record.

Microsoft Certified Power Platform Fundamentals badge

Microsoft Certified Power Platform

2026

Certified Hospitality Accountant Executive badge

Certified Hospitality Accountant Executive

2020