Avilia Guardiola
"Wall Street Precision with Start Up Grit"
Strategic Financial Services for Growing Businesses
Transform your business with expertise tailored to your growth stage.
Why Partner With Avilia?
Value Driven Partnership
I’m a fractional CFO with a background in investment banking and an MBA from Harvard Business School, bringing Wall Street precision together with startup grit. I partner with business owners across startups, small businesses, and construction companies in both pre-revenue and growth stages to build strong financial foundations and support scalable decision-making.
My expertise lies in financial modeling, forecasting, cash flow management, and building strategic roadmaps that help businesses understand where they are and how to grow with intention. I’m not just strategic. When needed, I step into the details with a controller mindset, supporting month-end close, reviewing financials, ensuring clean books, and building processes that create accuracy and accountability. I’m particularly skilled at translating complex financial data into clear, actionable insights that drive profitability and long-term stability.
I also offer a full finance stack when needed, partnering with trusted bookkeeping and CPA teams to support everything from day-to-day operations to investor reporting. My core tools include QuickBooks, LiveFlow, Excel and Google Sheets for advanced modeling, along with platforms like Stripe, Gusto, Rely, Pulley, and ProContractor. Whether preparing for fundraising, optimizing operations, or building from scratch, I help businesses make confident, data-driven financial decisions.
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, as well as building and advising startups.
People-First Leadership
I lead with a people-first mindset, building trust and collaboration with business owners and teams. 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.
Core Services Offered
Financial Strategy & Planning
Comprehensive budgeting, forecasting, and KPI development to drive informed decision-making and sustainable growth trajectories.
Cash Flow Management
Streamlining working capital, receivables, and payment cycles to ensure your business always has the cash it needs to grow
Investor Relations
Professional board reports and investor communications that inspire confidence and strengthen relationships.
Fundraising Support
Capital structure advice, pitch deck financial modeling, and due diligence preparation for successful funding rounds.
* Bookkeeping services are available through strategic partnerships I maintain with trusted experts across different industries.
Pricing Overview
Monthly Partnership Plan
$1,500 to $12,000 depending on scope, complexity, and level of involvement required for your business.
Hourly Rates
$200 to $350 per hour for specialized projects, one-time consulting, or short-term strategic initiatives.
Project Title: 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.
Project Title: 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.
Project Title: 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.
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.