What Makes a Great CFO with Chris Ortega
December 27, 2022
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
Presented by Personiv
https://insights.personiv.com/cfo-weekly
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
Learn more about Chris:
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Instructions on how to follow, rate, and review CFO-Weekly are here
CFO Weekly is hand crafted by our friends over at: fame.so
Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank.
Check out our three most downloaded episodes:
- Strategic Planning and Forecasting for the Future w/ John Cappadona
- Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
- Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest