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

Episode -010: - Where we learn from Chris Ortega, CEO at Fresh FP&A, why you should chase your passion project, how you can leverage technology, how to align your KPIs with other departments, why you, should be more curious, how Chris is using ChatGPT and much much more.

Chris started his career in the audit division of EY, before going on to build and scale the finance organization at multiple companies. Chris now runs Fresh FP&A which he formed in January 2022 and provides Fractional CFO and Advisory Services to businesses that allow them to transform and scale their finance organization.

Show Notes

Where to find Chris

Chris on LinkedIn here
Chris on Twitter here
Fresh FP&A Website here

Tech Mentioned

Office365
PowerBI
Oracle Hyperion
SAP
Xero
Quickbooks
Netsuite
Microsoft Dynamics
HubSpot
ChatGPT
Cortana
Canva

Other Notes

CAC - Customer Acquisition Cost)
CRM - Customer Relationship Management)
ASC606 – Revenue recognition standard
SEO – Search Engine Optimisation

Contents

[00:02:10] - How Fresh FP&A Was Formed 

[00:05:23] – Chasing Your Passion Project 

[00:08:35] – Leveraging Technology to Scale Up 

[00:14:36] – When’s Right to Move to End-to-End Software? 

[00:20:18] – Linking Finance & Sales KPIs 

[00:28:55] – Using Dashboards to Drive Emotion 

[00:36:18] – 4 Questions You Need to Be Asking + 1 More 

[00:42:41] – ABC - Always be Curious 

[00:47:07] – Uses for ChatGPT Now & in the Future 

[00:54:40] – Resisters vs Forward Thinkers 

[01:01:30] – What’s the One App or Gadget You Couldn’t Live Without? 

[01:03:07] – Where to find Chris & Fresh FP&A 

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