Kathy~ Svetina 🧩

NewCastle Finance

Working with business owners who need financial and strategic business guidance, but are not there yet to invest in a full-time CFO to support their business. Specializing in FP&A work. 

Businesses supported: 
☑️ 10M+ in revenue
☑️ in growth mode

 I also love supporting women-owned businesses.

Founder

Help! My Business is Growing 

Have a business that’s growing and you're both excited and terrified at the same time? This is a podcast for you! You'll get actionable advice on how to grow a business in a way that is healthy and sustainable - because everything you do in your business ends up in your finances.

Chief of Curiosity / Podcast Host

Gartner

Peer Community is a platform for verified executives in various industries who can ask questions and get answers from their peers. It’s an in-between of LinkedIn and Quora (Q&As + polls) but with a built-in network of peers in the same industry.

Peer Community Ambassador 

ProVisors

The largest and fastest growing professional networking organization exclusively for Trusted Advisors.

Member

Discover Financial Services

I was a part of the Student Loan organization and was responsible for forecasting, budgeting, reporting, and long-range planning of $44MM Student Loans Operations Organization. I partnered with executive management and HR team to identify known and emerging business needs. 

⚡ I led a cross-functional team of business leaders to establish processes to develop and automate systems in order to improve operational efficiency and enhance the customer experience.

————
Discover Financial Services (DFS) is a financial services company with $11 billion in revenue. DFS owns and operates Discover Bank, which offers checking and savings accounts, personal loans, home equity loans, student loans and credit cards.

Finance Lead, Financial Planning & Analysis (FP&A) - Consumer Banking, Student Loans Operations

Wolters Kluwer

I was a part of the Global Shared Services Organization in the role of a finance advisor to the global Executive team. I served in the capacity of Finance Manager and Director.

⚡ I was a finance lead for a multi-year offshoring and outsourcing project initiative and partnered with divisional CEOs and CFOs to deliver $50MM in EBITA savings.

Shared Services Groups supported: 
✦ Executive Team (CEO, CFO) 
✦ Sourcing
✦ Offshoring
✦ Risk Management 
✦ Real Estate 
✦ Quality Assurance 
✦ Tax 
✦ Corporate Strategy
✦ Legal
✦ IT

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Wolters Kluwer N.V. is a Dutch information services company with $5.2 billion in revenue. They are a global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

Finance, Financial Planning & Analysis (FP&A) - Global Shared Services

Partnered with Client Service leaders to develop budgets for $115MM revenue, $100MM costs with deferrals, and headcount of 900 FTEs and contractors. I also provided detailed business cases and financial analysis related to revenue wins and losses to Sales and Marketing teams.

⚡ Served as Finance and Accounting liaison on the company-wide ERP implementation project

Financial Analyst - HR BPO, Point Solutions Client Services

Served as Finance Lead on the Strategic Review Board; reviewed contracts over $1MM and provided guidance to the CEO, CFO, and Head of Sourcing regarding staffing, operating budgets, capital costs, and projected revenues. I was responsible for budgeting, forecasting, identifying variances, and mitigating shortfalls of annual $80MM IT operating expenditures. 

⚡ Directed a team of five in the accounting implementation of a $16MM Microsoft conversion contract.

Financial Analyst - IT services 

Maintained balance sheet items - cash and payroll accounts, securities and investments, intangibles and goodwill. Performed global balance sheet consolidation elimination process and worked with international offices to resolve inter-company variances. Provided analysis for the SEC 10-Q and 10-K reports. 

⚡ Trained accounting teams in Europe and India on accounting transactions processes and directed and mentored a summer intern

Accounting Analyst - Corporate Controllership

DePaul University

Processed scholarships, supervised staff and acted as Procurement Officer. 

⚡ Trained employees on financial procedures

Interim Operations Manager

Managed financial reports and records for operating budgets and oversaw financials for university events.

Accounting Associate

Fractional CFO for women-owned businesses with $1M-$10M in revenue who are tired of flying blindly when making financial decisions 🧩 Financial Puzzle Solver 🧩 Grow a financially healthy & sustainable business

As a Fractional CFO I put together a structure and a plan for finances so that the business can grow in a healthy and sustainable way. 

I’m committed to providing growing small businesses the same level of financial insights and strategy that are typically reserved only for larger corporations. And I love supporting women-owned businesses. 

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐈 𝐬𝐮𝐩𝐩𝐨𝐫𝐭: 
➡ small businesses with $10M+ in annual sales
➡ in growth mode 

𝐖𝐚𝐧𝐭 𝐝𝐞𝐭𝐚𝐢𝐥𝐬 𝐨𝐧 𝐡𝐨𝐰 𝐰𝐞 𝐜𝐚𝐧 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫? 
Visit www.newcastlefinance.us

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Aside from being a Financial Puzzle Solver 🧩, I am a bit of a Renaissance woman, a European living in Chicago, cat lover, Audible and podcast addict, and - no surprise here  - enjoy my giant collection of puzzles and Legos.

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