Northvale Advisory brings fractional CFO and COO leadership to companies with 10–100 employees — the financial visibility, operating discipline, and board-level reporting that private equity firms demand, delivered by an operator who's sat in your seat.
Somewhere between 10 and 100 employees, the systems that got you here stop working. You don't need another consultant's report. You need executive leadership — sized to your business.
You find out where you stand when the bank balance tells you. There's no 13-week cash view, no early warning, no plan B until it's plan-B time.
The books close late, the numbers raise questions, and the next level of financial leadership costs more than the problem seems to justify.
Growth is hiding the leaks — in pricing, in jobs, in vendors, in payroll. Without margin visibility, you're working harder to keep less.
The bank, your bonding company, a contracting officer, a potential buyer. The ask is reasonable. The scramble it causes isn't.
This is the gap fractional executive leadership exists to fill: a proven CFO or COO, embedded in your business on a defined cadence, at a fraction of the cost of a full-time hire.
Northvale delivers the leadership layer — not staff augmentation, not a slide deck. Every engagement is held to the reporting and execution standard sponsors require of their portfolio companies.
Embedded financial leadership that turns your numbers into decisions.
Embedded operating leadership that makes execution a system, not a hope.
When the situation is urgent, complex, or transaction-driven — operator-led support with sponsor-grade rigor.
Every relationship begins with a fixed-scope diagnostic — so the first thing you buy is clarity, not a commitment.
A focused assessment of financial visibility, cash, margin, and operating discipline. You receive a findings brief, a KPI baseline, and a 90-day priority plan — and a straight answer on what leadership your business actually needs.
Request the Diagnostic →Forecasting, cash management, margin analysis, KPI reporting, and close oversight — the full finance leadership function at a fraction of a $250K–$400K full-time hire.
Discuss fit →Operating cadence, accountability, process redesign, and vendor oversight — execution discipline installed and run inside your business. Often paired with the Fractional CFO engagement.
Discuss fit →Portfolio company stabilization, post-merger integration, interim finance and operations leadership, and exit-readiness — operator-led, sponsor-fluent.
Start a conversation →A recent result from Marco's operating career, anonymized out of respect for the organizations involved. This is the playbook Northvale runs.
A $10M training-and-facilities business unit inside a large government-services portfolio had operated at a loss for six consecutive years. Utilization was low, costs were opaque, and no one could connect operating decisions to financial outcomes.
Full P&L ownership. A KPI-driven operating model connecting capacity to revenue. Budgeting and forecasting built from scratch, variance analysis to expose cost drivers, capital spending tied to return, and a restructured delivery pipeline with a hard reporting cadence to senior leadership.
The unit posted its first profitable quarter in six years — within three quarters of Marco taking ownership. Not from a report. From discipline, visibility, and accountability installed inside the operation.
"My whole career, I've been handed operations that were losing — money, time, or ground — and told to fix them. That's the job. It's the only job I know how to do."
I'm a retired U.S. Army senior non-commissioned officer — I came up in U.S. Army special operations, where execution wasn't a slide in a deck, it was the standard you lived by. After the Army, I spent more than a decade leading high-threat protective security and training operations overseas, eventually directing programs and the financial planning, forecasting, and reporting behind them.
Since then, I've overseen federal contracts worth $1.3B from cradle to grave, led capture strategy for major federal pursuits, and most recently took full P&L ownership of a $10M business unit that had lost money for six consecutive years — and returned it to profitability within three quarters. And for the past nine years, I've owned a private accounting and tax practice serving exactly the kind of businesses Northvale was built for: owner-led companies where the numbers have to work because there's no corporate parent to absorb the misses.
That combination — operational command, financial discipline, and small-business reality — is what I bring to your company. When we work together, you get me: embedded in your business, accountable to your numbers, on a cadence your budget can carry. No jargon, no fifty-page decks, no junior staff learning on your dime.
Companies with 10–100 employees that have outgrown their back office and need executive-level finance and operations leadership — without carrying it on payroll.
Private equity firms and independent sponsors that need operator-grade execution inside lower-middle-market portfolio companies.
We work inside your business, on a defined cadence, with metrics attached to everything we touch. Three steps, every time.
A fixed-scope assessment of cash, margin, reporting, and execution. Two to three weeks. You see exactly where the business stands — for many owners, it's the clearest view they've ever had.
A 90-day priority plan with owners, dates, and metrics. Cash gets forecasted, the close gets fixed, the leaks get named. Quick wins fund the longer build.
Embedded fractional leadership on a monthly cadence: forecasting, reporting, operating rhythm, and accountability — run to the standard a sponsor would require, sized to what your business needs.
A confidential conversation, then a fixed-scope assessment. The first thing you buy from Northvale is clarity.
Marco P. Aviles
Managing Partner, Northvale Advisory LLC
Marco.aviles@northvale-advisory.com
When you call, you get me — not an intake team, not a junior associate. Every conversation is confidential, and if I'm not the right fit for your situation, I'll tell you that on the first call and point you toward who is.