advisory & consulting

the six pillars for fp&a transformation

chris ortega reveals his blueprint for success.

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career reflections
with amy welch

after years in public accounting, chris ortega decided he wanted something different.

the indianapolis native knew he wanted to be an accountant when sarbanes oxley was making headlines and accountants were in high demand. “also,” ortega said, “i always loved numbers.”

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he continued, “i started the first six years of my career in both public and corporate accounting then moved into finance and fp&a while getting my mba.”

armed with his mba in corporate finance from the university of indianapolis and a stellar resume, ortega said something was missing.

“after 17 plus years of experience in accounting, fp&a, finance and leadership, i felt there needed to be a fresh perspective on finance,” he said. “so, that is why i started fresh fp&a, which is fresh perspective on financial partnership & advising.”

and, while many business owners start with dreams and plans, ortega said his company operates with six key pillars in mind.

“think of it as the foundation of a house,” ortega explained.

those six “ps,” as ortega coined them, are:

  1. people
  2. process
  3. partnerships
  4. platform
  5. performance
  6. profit optimization

    ortega

ortega discusses his company’s successes and challenges and shares what his clients are seeing. additionally, he offered a few tips he utilizes to keep his clients’ businesses running smoothly.

about chris ortega, mba, ceo, fresh fp&a

chris ortega has more than 17 years of experience in accounting, finance, fp&a and fractional cfo leadership around finance transformation & scale for seed to enterprise companies.

fresh fp&a helps businesses transform and scale their finance organization. they have extensive experience in accounting, fp&a, strategic planning and finance leadership. also, the team has a proven track record in building seed to enterprise organizations.

freshfpa.com |  linkedin

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