Revisiting: Chris Ortega on What Makes a Great CFO (Hint: They're Not Just a 'Human Calculator')

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 Introduction00:22 Chris Ortega's Background and Career Journey02:12 The Role of CFOs and CEOs06:56 Transitioning to CEO and Fresh FP&A14:43 Building Collaborative Finance Teams18:41 The Consultative Approach in Finance19:38 The Power of Empathy in Finance20:55 The Concept of First Team22:11 Balancing IQ and EQ25:39 Embracing Failure as a CFO30:24 Inspiring Leadership and Authenticity33:45 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 joseph.sweeney@upflow.io

Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

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