Avilia Guardiola
"Wall Street Precision with Start Up Grit"
Strategic Financial Services for Growing Businesses
Helping scaling businesses navigate the tension between growth and cashflow.
Why Partner With Avilia?
Value Driven Partnership
Most businesses don't fail because they lack revenue, they fail because growth outpaces financial infrastructure. I help build the financial clarity needed to scale with confidence, not guesswork. With an investment banking background for precision and deep operational experience for practical execution, I connect the decisions you make in the field to the numbers that define your future.
Trusted Leadership at Top Institutions
Graduate of Harvard Business School with a track record of leadership roles at global firms like Bank of America Merrill Lynch and H-E-B.
People-First Leadership
I lead with a people-first mindset, building trust and collaboration with business owners, teams and investors. I know how to story tell with numbers, turning financial data into a clear, compelling narrative that gets people aligned and motivated to take action.
Who I've Helped
Scaling Startups
Pre-Seed through Series A founders moving fast without a CFO function in place. Raising capital, hiring aggressively, burning cash and needing a financial co-pilot.
Manufacturing
Operators managing inventory, COGS, and margin pressure across production cycles. Profitability lives in the details and the details demand financial structure. (Rev $1mm+)
Construction
Project-based businesses where cash flow timing, contract structure, and job costing create persistent financial complexity that requires expert oversight. (Rev $1mm+)
Home Services
Growing service businesses with multiple crews, locations, or service lines scaling fast but often lacking the financial infrastructure to sustain it. (Rev $1mm+)
One-Time Strategic Services
Systems & Tech Stack Review
$500 Flat Fee
A focused, two-hour strategic review of your financial infrastructure and operational workflows. We identify inefficiencies and opportunities across your accounting, payments, and reporting systems to ensure they support efficient scaling. You'll receive clear, actionable recommendations for improved visibility and streamlined decision-making.
A focused, two-hour strategic review of your financial infrastructure and operational workflows. We identify inefficiencies and opportunities across your accounting, payments, and reporting systems to ensure they support efficient scaling. You'll receive clear, actionable recommendations for improved visibility and streamlined decision-making.
Financial Roadmap Session
Starting at $2,000
A high-level financial strategy intensive to bring clarity to your numbers and direction for your next stage of growth (approx. 8–10 hours). We analyze your financial position, revenue model, and growth goals. You'll leave with a structured roadmap outlining key priorities, risks, and strategic steps for sustainable business strengthening.
A high-level financial strategy intensive to bring clarity to your numbers and direction for your next stage of growth (approx. 8–10 hours). We analyze your financial position, revenue model, and growth goals. You'll leave with a structured roadmap outlining key priorities, risks, and strategic steps for sustainable business strengthening.
Monthly Partnership Plans
Strategic CFO Oversight
Starting at $4,000 Month
Ideal for businesses needing ongoing strategic financial guidance, forecasting support, and executive-level financial visibility without requiring deeply embedded operational involvement.
What this typically includes:
- Monthly cash flow forecasting and management
- Budget oversight and financial planning
- KPI tracking and reporting
- Monthly financial review meetings
- Strategic guidance on growth and profitability decisions
- Executive-level financial insight and support
Estimated involvement:
Approximately 5 hours per week
Embedded Fractional CFO
Starting at $8,000 Month
Designed for businesses requiring a more integrated financial and operational partner involved in ongoing decision-making and leadership collaboration.
What this typically includes:
- Weekly leadership and strategy meetings
- Advanced forecasting and scenario modeling
- Department-level budgeting and planning
- Cash runway and working capital management
- KPI architecture and operational reporting
- Pricing, hiring, and growth strategy support
- Vendor and operational efficiency analysis
- Investor, banking, and financing support
- High-impact financial decision support as challenges arise
Estimated involvement:
Approximately 10 hours per week
CFO + Restructuring / Special Situations Support
Custom Pricing $
Designed for businesses navigating rapid growth, operational restructuring, cash flow challenges, turnaround situations, financing transitions, or complex strategic initiatives.
These engagements are highly customized based on urgency, operational complexity, and leadership involvement required.
Examples may include:
- Turnaround and restructuring leadership
- Bridge financing support
- Cost reduction and operational efficiency initiatives
- Board and lender reporting
- Capital raise preparation
- M&A or acquisition support
- Manufacturing and operational finance optimization
Engagements are customized based on scope, complexity, and required level of involvement.
Client Success Stories
Explore how Avilia Guardiola partners with businesses across various stages and industries to achieve their financial goals through tailored strategies and hands-on support.
Client Example: Financial Modeling & Strategic Forecasting
For a High-Growth Startup
The Challenge
The company lacked a structured financial model to evaluate growth scenarios, manage cash flow, and make informed strategic decisions. Leadership had limited visibility into runway, unit economics, and the financial impact of different pricing and expansion strategies.
My Approach
I built a fully dynamic financial model incorporating multiple scenario analyses, including revenue growth, pricing strategies, and cost structures. I developed cash flow forecasts, runway analysis, and key performance dashboards to support decision-making. Additionally, I advised leadership on financial strategy, operational trade-offs, and capital planning, while coordinating with accounting and external partners as needed.
Impact & Outcomes
Enabled leadership to make data-driven decisions with clear visibility into financial performance and future scenarios. Improved cash flow planning, extended runway, and strengthened strategic positioning for growth and potential fundraising.
Client Example: Financial Infrastructure Build & Cash Flow Optimization
For a Construction Company
The Challenge
The company operated without financial models and relied on an outdated accounting system, limiting visibility into performance and cash flow. Financial records were inconsistently managed across both cash and accrual methods, creating reporting inaccuracies and preventing informed decision-making. These gaps constrained the company’s ability to evaluate project profitability and pursue larger contracts.
My Approach
I extracted and rebuilt financial data to develop comprehensive financial models, including structured income statement and balance sheet reporting. I conducted a full cash flow analysis to identify bottlenecks and contract-level constraints impacting liquidity. I diagnosed accounting inconsistencies and provided guidance on aligning bookkeeping practices. Additionally, I evaluated and recommended a modern construction-specific financial system and advised on hiring to strengthen accounting operations.
Impact & Outcomes
Delivered clear financial visibility and actionable insights, enabling leadership to better manage cash flow and project profitability. Identified key constraints limiting growth and provided a roadmap to improve financial infrastructure, positioning the company to confidently pursue larger, higher-value contracts.
Client Example: Financial Modeling, Pricing Strategy & Budget Build
For a Pre-Revenue Tech Startup
1
The Challenge
The company was in the pre-revenue stage, developing a technology platform in the housing rehab space, with no financial model, pricing strategy, or structured budgeting in place. Leadership had a strong vision but lacked a financial framework to translate ideas into actionable projections, limiting their ability to plan operations and engage with investors.
2
My Approach
I built a comprehensive financial model from the ground up, translating founder vision into revenue projections, pricing strategy, and scalable financial assumptions. I developed full departmental budgets across technology, marketing, and G&A, and created integrated forecasts for revenue, expenses, and growth scenarios. I partnered closely with leadership to align financial outputs with strategic milestones and built a roadmap to guide execution post-product launch.
3
Impact & Outcomes
Transformed abstract ideas into a clear financial narrative, enabling the company to define targets, align internal planning, and confidently engage with investors. The model became a core tool for fundraising, strategic decision-making, and operational planning as the company prepared for launch.
Want a financial partner as invested in your business as you are?
Let's discuss how my financial services can fit your business goals and budget.
Avilia.Guardiola@gmail.com | (602) 653-8849
Secure your business’s financial clarity and growth now.