How to Be a Profitable SaaS Company

The finance team is essential for any business — especially as the company grows. And while in recent years the role of the finance team has evolved from a stereotypical back-office scorekeeping function toward a forward-thinking strategic partner, the process of financial transformation and implementation within the business is complex — and sometimes, it can fail.

In this episode of The Role Forward, our host Joe Michalowski welcomes Chris Ortega, the CEO of Fresh FP&A, which provides fractional CFO and advisory services that support the strategies, tactics, and tools a business needs to transform and grow its finance function. Chris describes the Fresh FP&A approach, what it means to be fresh in finance, and how to become a strategic partner for department and executive leaders. Joe and Chris also discuss how to scale your finance team, improve the month-end close process, and finance trends to keep in mind for 2023. 

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Guest-at-a-Glance

💡 Name: Chris Ortega

💡 What he does: Chris is the CEO of Fresh FP&A.

💡 Company: Fresh FP&A

💡 Noteworthy: Chris has over 17 years of experience in accounting, finance, FP&A, and fractional CFO leadership around finance transformation and scale for seed to enterprise companies. In 2022, Chris became the CEO of Fresh FP&A, which provides fractional CFO and advisory services for businesses that allow them to transform and scale their finance organization.

💡 Where to find Chris: LinkedIn