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Business leader, not 'human calculator': The role of the CFO, with Chris Ortega
In this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A.
Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Young and leadership positions in fast growing software and pharmaceutical companies.
He discusses the foundation and philosophy behind Fresh FP&A, highlighting its focus on being Financial Partners and Advisors - and why all internal finance teams should position themselves the same way!
The conversation delves into the necessity of thinking like a business person for success in finance leadership, and why a collaborative approach that builds strong business partnerships with other departments is key.
Chris also emphasizes the role of emotional intelligence, authenticity, and learning from failure as key components of effective leadership.
This episode is rich with personal anecdotes and professional insights, illustrating how CFOs can inspire and empower their organizations beyond traditional financial metrics.
We hope you enjoy the episode!
00:00 Welcome and Guest Introduction
00:22 Chris Ortega's Background and Career Journey
02:12 The Role of CFOs and CEOs
06:56 Transitioning to CEO and Fresh FP&A
14:43 Building Collaborative Finance Teams
18:41 The Consultative Approach in Finance
19:38 The Power of Empathy in Finance
20:55 The Concept of First Team
22:11 Balancing IQ and EQ
25:39 Embracing Failure as a CFO
30:24 Inspiring Leadership and Authenticity
33:45 Conclusion and Final Thoughts
Connect with Chris on LinkedIn: https://www.linkedin.com/in/freshcfo/
Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/
Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/
Want to get in touch? Reach out to our producer at [email protected]
View all episodes
By UpflowIn this episode, hosts Lauren and Alex sit down with Chris Ortega, the CEO and founder of Fresh FP&A.
Chris shares his inspiring career journey, from his early passion for finance to roles at Ernst & Young and leadership positions in fast growing software and pharmaceutical companies.
He discusses the foundation and philosophy behind Fresh FP&A, highlighting its focus on being Financial Partners and Advisors - and why all internal finance teams should position themselves the same way!
The conversation delves into the necessity of thinking like a business person for success in finance leadership, and why a collaborative approach that builds strong business partnerships with other departments is key.
Chris also emphasizes the role of emotional intelligence, authenticity, and learning from failure as key components of effective leadership.
This episode is rich with personal anecdotes and professional insights, illustrating how CFOs can inspire and empower their organizations beyond traditional financial metrics.
We hope you enjoy the episode!
00:00 Welcome and Guest Introduction
00:22 Chris Ortega's Background and Career Journey
02:12 The Role of CFOs and CEOs
06:56 Transitioning to CEO and Fresh FP&A
14:43 Building Collaborative Finance Teams
18:41 The Consultative Approach in Finance
19:38 The Power of Empathy in Finance
20:55 The Concept of First Team
22:11 Balancing IQ and EQ
25:39 Embracing Failure as a CFO
30:24 Inspiring Leadership and Authenticity
33:45 Conclusion and Final Thoughts
Connect with Chris on LinkedIn: https://www.linkedin.com/in/freshcfo/
Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexlouisy/
Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/
Want to get in touch? Reach out to our producer at [email protected]