Tuesday Jul 19, 2022

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

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.

Follow Kathy on LinkedIn

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.

With Datarails on your side for FP&A you get improved data integrity and visibility helping your relationships with your internal business partners and external stakeholders; real-time latest version of all your company’s data in one place, with version control, audit trail and records, ensuring errors and multiple versions are avoided; the ability to let your data tell your story through proprietary, built-in visualization of critical KPIs in real-down; and drill-downs to answer questions on underlying data on the spot.

Get in touch at www.datarails.com

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Read the Full Program Transcript

Watch the Full Episode on YouTube

To suggest a great guest for the show, or if you would like to be the FP&A Leader being interviewed contact jonathan.m@datarails.com

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