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:
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