
The Benefits of a Fractional CFO for Women-Owned Businesses with Kathy Svetina
12/20/22 • 28 min
Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon.
In this episode, we discuss:
- Finances for women-owned businesses
- The benefits of a fractional CFO for businesses
- Fractional versus full-time CFOs
- Advice for small business owners looking for a fractional CFO
- Women-owned business challenges
- Insights into finance leadership in global corporations versus early-stage high-growth companies
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
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- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Check out some of our most recent episodes:
- Driving Value Beyond Finance with Tom McDermott
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
- NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
- What Lights You Up? with Jordan Grumet
- Become a Lean Six Sigma Master Black Belt w...
Kathy has nearly twenty years of experience in senior-level financial planning and analysis for Fortune 500 companies. She started NewCastle Finance to offer those same powerful financial insights to small businesses and help female business owners make financial decisions that result in healthy, sustainable, and thriving companies. Some of her previous roles include Finance Lead of Consumer Banking, Student Loans at Discover Financial Services, Finance (FP&A) - Global Shared Services at Wolters Kluwer, and Financial Analyst at Aon.
In this episode, we discuss:
- Finances for women-owned businesses
- The benefits of a fractional CFO for businesses
- Fractional versus full-time CFOs
- Advice for small business owners looking for a fractional CFO
- Women-owned business challenges
- Insights into finance leadership in global corporations versus early-stage high-growth companies
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Check out some of our most recent episodes:
- Driving Value Beyond Finance with Tom McDermott
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
- NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
- What Lights You Up? with Jordan Grumet
- Become a Lean Six Sigma Master Black Belt w...
Previous Episode

Exploring the CFO Trifecta: Finance, Strategy, and Leadership with Kapil Mehta
The CFO role has evolved dramatically over the last twenty years. It's no longer just about finance, accounting, and FP&A, modern CFOs are also strategic partners with decision-making responsibilities. To get a deep understanding of what the profile of a modern CFO looks like, we invited on Kapil Mehta, the CFO and COO of Allied Digital Services. Kapil talks to us about cybersecurity risks, education for CFOs, and the challenges of managing a large team.
Kapil is a certified Chartered Accountant in India, and achieved his CPA, CGMA, and MBA from the United States. Before joining Allied Digital, he worked in the pharmaceuticals, textile, manufacturing and hospitality industries. Kapil has over twenty-five years of experience in business finance, corporate governance, strategic matters, M&A, risk management, measurement and operations, and is passionate about adapting the latest technologies to generate business efficiencies.
In this episode, we discuss:
- How to combine and manage finance, strategy, and leadership roles
- How has the CFO role evolved over time?
- Transitioning from finance to operations and strategy roles
- Financial leadership in various industries
- The importance of prioritizing cybersecurity
- Managing a large team to develop a culture for success
- Cash flow and accounting for business growth opportunities
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Check out some of our most recent episodes:
Next Episode

What Makes a Great CFO with Chris Ortega
As CFO, you are responsible for managing the organization's financial operations. You’ve got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that’s far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader.
Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young.
In this episode, we discuss:
- A fresh perspective on FP&A
- Understanding financial transformation
- The six key pillars of financial transformation
- How can finance play a part in the decision-making process?
- The benefits of getting a fractional CFO on board
- What makes a great financial leader?
- Tactical mistakes CFOs should be aware of
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Check out some of our most recent episodes:
- Driving Value Beyond Finance with Tom McDermott
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
- NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
- What Lights You Up? with Jordan Grumet
- Become a Lean Six Sigma Master Black Belt with William Washington<...
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