In this episode of FP&A Tomorrow, host Paul Barnhurst, also known as The FP&A Guy, dives deep into the world of financial planning and analysis with Kathy Svetina. As a fractional CFO for businesses, Kathy shares her expertise in transforming small to mid-sized companies’ financial health and operational efficiency. She discusses her five-part framework for building a solid financial foundation and shares insights on how smaller businesses can leverage FP&A to drive sustainable growth and avoid common financial pitfalls.

Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency. Passionate about strategic finance, Kathy provides invaluable advice on how FP&A functions can help build resilient and thriving companies.

Expect to Learn

Kathy’s five-part framework that structures financial health
Practical approaches to FP&A for smaller businesses
The critical role of financial systems and processes
The importance of internal controls and risk management
Tips for effective financial storytelling and influence

Here are a few relevant quotes from the episode:

“I created Newcastle Finance to bring big-league financial savvy to smaller businesses that want to scale sustainably.” - Kathy Svetina
“For small businesses, strong internal controls are essential to protect against risk and ensure financial security.” - Kathy Svetina
“Good accounting and FP&A systems help the business see trends and understand what’s generating revenue against expenses.” - Kathy Svetina

Kathy shows how establishing solid foundations—like effective bookkeeping, robust internal controls, and meaningful financial analysis—can drive growth and stability. Emphasizing the value of communication and active listening, Kathy encourages FP&A professionals to think beyond reporting and embrace their role as strategic partners within the organization.

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Website - https://www.newcastlefinance.us/

LinkedIn - https://www.linkedin.com/in/ksvetina/

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Website - https://www.thefpandaguy.com

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How FP&A Professionals Can Bridge the Gap Between Finance and Operations with Kathy Svetina

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