Chris Ortega has spent more than 20 years in accounting, finance, financial planning and analysis (FP&A), and CFO leadership, including guiding a $150 million, 2,700 person company through an acquisition by SAP.
Five years ago, he founded Fresh FP&A, a fractional CFO and advisory firm for small- and mid- sized businesses. In this conversation with Jessica, Chris breaks down why the CFO role has shifted from scorekeeper to strategic partner, how to turn financial data into a story people actually care about, and why trust and emotional intelligence matter more than being the smartest person in the room. He also shares a simple, repeatable habit any finance professional can use to build stronger relationships across the business.
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