The Team
The right expertise for every engagement.
Novexa is a boutique firm. We work with a focused number of clients at a time and bring the right people to every project.
Founder and Lead Architect
CPA with 20+ years in corporate finance. Specialist in Power BI, DAX, Power Query, and finance systems architecture. Built reporting systems from the ground up in PE-backed companies, government contracting, FinTech, commercial real estate, and SaaS environments. Former Senior Revenue Manager and Controller. Trained in environments where no clean process existed, no documentation was left behind, and the close was already late.
Data Architecture Advisor
Masters in Computer Science. Career data architect and systems engineer. Advises on technical data modeling, infrastructure design, and scalable reporting architecture for complex environments.
CFO Advisory Partner
Senior finance executive with CFO and VP Finance experience across growth-stage and mid-market companies. Advises on engagement strategy, executive reporting standards, and what finance leadership actually needs to see.
Project Lead
Experienced project manager specializing in finance systems implementations. Manages client engagement timelines, stakeholder communication, and delivery from kickoff to handoff.
Novexa Architects
A trained team of Power BI specialists and finance systems builders. Each architect is versed in the Novexa methodology: star schema data modeling, DAX measures architecture, Power Query transformation design, and SOP documentation. They work directly with client teams on system builds and train internal staff on ongoing maintenance.
Ready to work with this team?
Start with a Systems Diagnostic and see how we work before committing to anything larger.