Profitability 101: Turning Sales Wins into Sustainable Growth with Chris Ortega
Revenue looks great on paper—but is it turning into profit you can actually use? I’m joined by Chris Ortega, CEO of Fresh FP&A, to unpack the habits and small decisions that make the difference. We dig into the two numbers every owner should watch each week, the sneaky places profit leaks (and how …
Unlocking Growth Strategies for the Fitness Industry with Albert Ramos
Albert Ramos is a financial strategist and fractional CFP specializing in the fitness and wellness industry. In this episode, we discuss the importance of financial literacy for fitness brands, key metrics for growth, and various funding strategies available to entrepreneurs.
Albert emphasizes th…
#21 - Why the Best CFOs Are Leaning Into AI and Winning — Chris Ortega Explains
In this episode of The Valisights Podcast, host Albert Ramos sits down with Chris Ortega, Founder & CEO of Fresh FP&A, to talk about the future of finance leadership, the rise of fractional CFO services, and why clarity — not complexity — is the real superpower in finance.Chris has spent over 20 ye…
Episode 213: Global Dance - Essential Kelly Clarkson 3
Here is the final edition of Essential Kelly Clarkson (at least until she releases some new music). This edition has more of a big room/circuit sound to it with some stand out remixes from Henriq Moraes, Bimbo Jones, Chris Ortega, 7th Heaven, Dirty Disco, Joe Gauthreaux and Toy Armada & Jace M to n…
Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
Chris Ortega, Head of the Americas at Morgan Stanley Infrastructure Partners (MSIP), joins Crossroads to discuss the rise of mid-market infrastructure as a distinct and increasingly important investment strategy.
He explains how the segment has evolved beyond size definitions to focus on sourcing …
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 …
How LMCU Cut a 150-Step Process to 15 with AI
Ankur Patel interviews Chris Ortega, who leads technology transformation at Lake Michigan Credit Union, a $17B asset institution and the 13th largest credit union in the US. What's distinct about Chris's approach is that he restructures how the organization operates before deploying the tools — agi…
The Budget Isn't the Goal. Building a Better Business Is with Zach & Chris
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation explores how finance teams should think about the purpose of budgeting, balancing control with agility…
The Budget Isn't the Goal. Building a Better Business Is with Zach & Chris
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation explores how finance teams should think about the purpose of budgeting, balancing control with agility…
Strategic narrative and the future of the CFO
Chris Ortega has spent more than 20 years in accounting, finance, 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 conv…
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