Joel Novelliere in

Joel Novelliere

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Vice President Of Financial Planning and Analysis at Kayne Anderson Real Estate
📍 Boca Raton, Florida, United States

Joel is the Vice President of Financial Planning & Analysis at Kayne Anderson Real Estate, with over a decade of experience in FP&A and Business Intelligence. He holds an MBA from Florida Atlantic University. Colleagues describe him as energetic, thorough, and professional, with a talent for translating data into strategy.

Outside of his core role, Joel shows a strong passion for technology and data visualization. He actively shares his expertise on tools like Excel and DAX to enhance financial analysis and reporting. His interests also include major tech companies such as Microsoft and IBM.

He is a vocal advocate for the XLOOKUP formula in Excel, calling it his "new favorite" and creating videos to teach others how to use it.

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Experience
14 Years
Current Role
Vice President Of Financial Planning and Analysis
Job Level
Senior
Location
Boca Raton, Florida, United States
Personality Overview

How Joel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joel cares about

Financial Modeling
His professional experience is rooted in FP&A. He frequently posts about using Excel formulas specifically for modeling and reporting tasks.
Data-Driven Strategy
His personal introduction emphasizes his dedication to using data-driven insights to fuel strategic decision-making and achieve organizational success.
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Career

Work history

10-2020
Vice President Of Financial Planning and Analysis
Kayne Anderson Real Estate
1-2016 - 10-2020
Director of Finance
Island Hospitality Management
5-2012 - 1-2016
Senior Financial Analyst
Island Hospitality Management
4-2011 - 5-2012
Financial Analyst
Island Hospitality Management
In the press

Media appearances

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Education
Masters of Business Administration
Florida Atlantic University
Bachelors of Science
Florida State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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