The FP&A Guy

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Episode 12 - Kathy Svetina: The Fractional CFO’s Inspiring Guide to FP&A

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Show Notes

From a family of entrepreneurs, Kathy Svetina was always going to run her own business. Kathy first took financial planning and analysis roles at big companies such as AON and Wolters Kluwer for more than a decade. Then, Kathy founded Newcastle Finance, providing Fractional CFO services – supplying financial expertise to startups and fast-growing companies not yet able to justify a full-time CFO and facing growing pains. Kathy uniquely serves women-owned businesses (achieving $1M to $10M in annual sales).

In this wide-ranging interview Kathy describes:

  • The growth of fractional CFOs in business

  • The challenge of data consolidation nightmares in small companies

  • The optimal way of starting FP&A in fast-growing businesses

  • A favorite Excel function that felt like angels had landed on earth.

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FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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