The Significance of Context in Numbers and the Value of Rolling Forecast

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In this week’s episode of the CFO 4.0 podcast host Hannah Munro welcomes Chris Ortega, CEO at Fresh FP&A, for an engaging discussion, diving into the evolving world of Finance in 2024.

In this episode, we cover:

• How finance professionals can transition from tactical to strategic roles
• Delving into how AI is reshaping finance, from theoretical understanding to practical applications.
• Exploring the shift towards a more people-centric approach in finance.
• Discussion on the transition from traditional budgeting to rolling forecasts
• How adopting new technologies can streamline operations, attract better talent, and push finance professionals to evolve beyond traditional tools like Excel.
• Understanding the changing landscape of finance careers

Links mentioned:

• Chris’ Linkedin
• Learn more about Fresh FP&A 

• Explore other CFO 4.0 Podcast episodes here.
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