KS

Kathy~ Svetina

Kathy~ Svetina


Entrepreneurial Finance Leader and Growth Specialist



Professional Overview


Kathy~ Svetina is a dynamic financial leader and entrepreneur with extensive experience driving strategic growth and business transformation. As the Founder of NewCastle Finance, she leverages her deep expertise in financial planning, analysis, and operations to help businesses scale and thrive. Kathy also serves as the Chief of Curiosity and Podcast Host for the popular "Help! My Business is Growing" show, where she shares valuable insights and strategies with aspiring entrepreneurs.

Experience Summary



Current Roles


Founder, NewCastle Finance (2019 - Present)
  • Established a successful finance consulting firm focused on helping small-to-medium businesses navigate complex financial challenges and unlock their growth potential

  • Provides strategic financial planning, cash flow management, and business modeling services to clients across diverse industries

  • Collaborates closely with business owners to develop customized financial strategies, optimize operations, and achieve sustainable growth


Chief of Curiosity / Podcast Host, Help! My Business is Growing (2021 - Present)
  • Hosts a popular podcast that explores the unique challenges and opportunities faced by growing businesses

  • Interviews industry experts, successful entrepreneurs, and finance professionals to share actionable insights and best practices

  • Builds a vibrant community of business leaders and helps them navigate the complexities of scaling their operations


Peer Community Ambassador, Gartner (2023 - Present)
  • Represents Gartner as a subject matter expert, sharing valuable market insights and research with a network of business leaders

  • Collaborates with the Gartner team to develop engaging content and knowledge-sharing initiatives

  • Serves as a trusted advisor and thought leader within the Gartner peer community


Member, ProVisors (2024 - Present)
  • Actively participates in the ProVisors professional networking community, fostering connections and collaborations with other business and finance experts

  • Contributes to the group's knowledge-sharing initiatives and helps fellow members address complex challenges


Career Progression


Prior to her entrepreneurial endeavors, Kathy held the role of Finance Lead, Financial Planning & Analysis (FP&A) - Consumer Banking, Student Loans Operations at Discover Financial Services. In this position, she honed her skills in financial modeling, data analysis, and strategic decision-making, playing a crucial role in the company's consumer banking and student loan operations.

Academic Background


Kathy holds a Bachelor of Science in Finance from the University of Illinois Urbana-Champaign, where she graduated with distinction and was recognized for her academic excellence.

Areas of Expertise


  • Financial planning and analysis

  • Cash flow management and forecasting

  • Business modeling and strategic growth planning

  • Operational optimization and efficiency

  • Entrepreneurial finance and scaling strategies

  • Leadership and team development


Professional Impact


Throughout her career, Kathy has gained a reputation as a trusted finance expert and a dynamic, growth-oriented leader. Her work at NewCastle Finance has helped numerous small and medium-sized businesses unlock their full potential, driving measurable improvements in financial performance and operational efficiency. As the host of the "Help! My Business is Growing" podcast, Kathy has built a sizable following and established herself as a respected voice in the entrepreneurial community, sharing valuable insights and strategies that have empowered countless business owners to navigate the challenges of scaling their operations.

Conclusion


Kathy~ Svetina is a versatile finance professional and entrepreneurial leader who is dedicated to helping businesses achieve sustainable growth and success. With her deep expertise in financial planning, analysis, and operations, coupled with her passion for supporting the entrepreneurial ecosystem, Kathy is poised to continue making a significant impact in the years to come.