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 workflowDirector, Financial Planning & Analysis
FP&A Director combining finance, business intelligence, and technology to modernize how companies operate.
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.
A PE real estate operating platform connecting acquisitions, capital markets, portfolio data, performance reporting, and liquidity planning.
Maps every property and brings fund, investment, sector, location, and acquisition details into one portfolio view.
Centralizes property loans, debt balances, rate terms, and maturity exposure across funds and associated properties.
Tracks prospective investments from sourcing through close, including stage, equity need, confidence, ownership, and source materials.
Turns live Pipeline opportunities into structured investment memoranda with deal facts, underwriting, risks, and recommendations.
Rolls property submissions into date-based fund and investment reporting for occupancy, collections, and portfolio totals.
Forecasts cash activity by category, fund, week, scenario, and currency, with inflow, outflow, and net liquidity views.
Platform workflow
Novell Capital keeps each opportunity, property, investment, fund, and reporting workflow in a shared operating model.
Pipeline records move prospective investments from sourcing through underwriting, while IC Memo turns the same deal data into structured decision materials.
Acquisitions workflowThe Dashboard connects portfolio context while Capital Markets centralizes property-level debt, loan terms, balances, and maturity exposure.
Portfolio and debt workflowPerformance and Liquidity convert property submissions and planned cash activity into portfolio reporting, rollups, and exportable decision support.
Reporting workflowProfessional certifications
2026
2020