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Chris Ortega

CEO and founder of Fresh FP&A, a financial strategy firm that supports small and mid-sized businesses with fractional CFO services. He has more than 20 years in accounting, FP&A, and finance leadership.

Top 3 podcasts with Chris Ortega

Ranked by the Snipd community
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Jan 23, 2024 • 48min

161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega

Chris Ortega, CEO at Fresh FP&A, discusses the transition from tactical to strategic roles in finance, the impact of AI on finance, the shift towards a more people-centric approach, the transition from traditional budgeting to rolling forecasts, and adopting new technologies to streamline operations and attract better talent.
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Jul 24, 2025 • 47min

CEO Mindset for Finance Pros to Scale Firms, Avoid Failure & Replace Technical Focus - Chris Ortega

Chris Ortega, CEO and founder of Fresh FP&A, shares his insights from over two decades in finance. He discusses the critical shift from being a CFO to embracing a CEO mindset, stressing the need for financial professionals to move beyond spreadsheets. Chris emphasizes the importance of niching down to serve specific industries effectively and reveals how early failures became powerful learning moments. Plus, he uses engaging analogies from basketball and football to articulate business roles and the value of advisory partnerships.
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Feb 5, 2023 • 1h 4min

Chris Ortega - How to Build a Future-Focused Finance Foundation + ChatGPT | Ep.010

Former EY auditor turned CEO at Fresh FP&A, Chris Ortega, shares insights on chasing passion projects, leveraging technology in finance, aligning KPIs, the power of curiosity, and using ChatGPT. Topics include building a future-focused finance foundation, emotional dashboards, AI in various fields, and essential tools for finance professionals.

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