Chris Ortega

Fresh FP&A

As a seasoned fractional CFO with over two decades experience, I lead fractional CFO services at Fresh FP&A 👉🏾 www.freshfpa.com

We help small-medium businesses (SMBs) with $1M to $70M in revenue grow with financial clarity and confidence. 

We help SMBs:

➡️ Navigate financial complexities

➡️ Improve financial predictability

➡️ Alleviate financial pain associated with business growth. 

We offer SMB CEOs, Owners and Founders:

✅ Fractional CFO Services: Customized CFO solutions aimed for growing SMBs. 

✅ Strategic Financial Leadership: Expert CFO leadership supporting SMBs growth.

✅ Grow & Expand Your Business: Comprehensive financial roadmap serving SMBs growth.

✅ Advisory Services: Gain insights to make better finance decisions toward profitable growth. 

Gain Financial Clarity to Grow Your Business NOW!

Schedule Your Free Consultation 👉🏾 www.tiny.cc/FreshStart

Visit Our Website 👉🏾 www.freshfpa.com

#finance #fpa #fpanda #cfo #ceo #owner #founder #fractionalcfo #virtualcfo #freshfpa #leadership #partner #business #growth #fractionalcfoservices

Fractional CFO

Fresh FP&A (www.freshfpa.com) provides expert fractional CFO and advisory services for growing SMBs (small to medium businesses) seeking financial clarity & confidence.  

Our team of seasoned finance professionals brings extensive experience in financial planning & analysis (FP&A), strategic planning, and financial leadership. 

We're problem-solvers, strategists, and detail-oriented with a proven track record of growing finance organizations for Seed to Enterprise companies, both domestic and multinational.

𝗛𝗼𝘄 𝗪𝗲 𝗦𝗲𝗿𝘃𝗲 𝗖𝗘𝗢'𝘀, 𝗢𝘄𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀:
• Fractional CFO Services
• Strategic Financial Leadership
• Business Growth and Expansion
• Advisory Services

Lead with Financial Confidence! Free Consultation 👉🏾 www.tiny.cc/FreshStart

Visit Our Website 👉🏾 www.freshfpa.com

#finance #fpa #fpanda #cfo #ceo #owner #founder #fractionalcfo #virtualcfo #freshfpa #leadership #partner #business #growth #fractionalcfoservices

Chief Executive Officer

Unsupervised

Responsibilities:
• Led Finance organization for the company and evaluate of merger & acquisition target companies
• Assisted with pivot on GTM and sustainable long term financial model
• Serve and support tactical operational transition
• Strategic Led of NetSuite ERP implementation

VP of Finance

Emarsys

Responsibilities: 
•	Leading Global FP&A, finance, and strategic operations (AMER, EMEA & APAC).
•	Create and maintain relationships with service providers, contractors and strategic partners including banking institutions, external accountants and other providers.  
•	Leading Global Finance & FP&A PMI work streams for SAP acquisition and America's due diligence process.

Emarsys acquired by SAP, SE in November 2020.  

Responsibilities: 
•	Responsible for FP&A, finance, and accounting America's operations (US & LATAM) including budget & forecast planning, financial reporting, financial analysis, AR, AP, month end close, revenue management and cash flow optimization.
•	Leading America's accounting & finance team (2 direct reports) 
•	Create and maintain relationships with service providers, contractors and strategic partners including banking institutions, external accountants and other providers.

Director of Finance, America's

Responsibilities:
•	Accountable for building and shaping finance operations in scaling & high growth US market.  
•	Play a key financial leadership role in people, process and technology initiatives & operations   
•	Deliver financial & strategic results by assisting sales, marketing, customer success and other functional areas.  

Key Accomplishments:
•	Successfully trained, implemented and introduced Oracle Fusion global accounting software solution to US market.  US market was the first to implement Oracle Fusion solution. 
•	Implemented & Introduced Power BI dashboards to measure lagging and leading KPI's for America's business resulted in better tracking & transparency into company performance. 
•	Grew US accounting & finance team from 1 to 3 people by hiring high potential and performance team members. 
•	Secured $1.2M leasing line for first US data center expansion thereby resulting expanding IT infrastructure for continuing traction in US market.

Senior Finance Manager

WebLink International

Weblink International acquired by MemberClicks in November 2017. 

Responsibilities:
•	Responsible for full accounting & finance operations including Accounts payable, Accounts receivable, internal & external financial reporting, budget/planning, financial analysis, and month end close.
•	Own annual budget and planning process also weekly/monthly/quarterly performance against budget and forecast.
•	Collaborate with operational leaders to provide business guidance and strategic direction.
•	Accountable for career development and direction of 2 direct reports and indirecting supervision of external accounting manager.

Key Accomplishments:
•	Achieved <90% forecasting accuracy in cash receipts and disbursement planning for last 15 months.
•	Assisted in closing two series B investment rounds producing $300K and $500K of equity capital.
•	Planned and Implemented Office 365 Migration for entire organization in 2 days.
•	Partnered with Sales & Marketing to develop new sales pipeline analysis and reporting for measuring future KPI performance.

Manager Financial Planning and Analysis

Responsibilities:
•	Built, maintained or improved existing weekly/quarterly forecasting cycles for various key areas of the business such as Leads, Sales and Cash.
•	Drove improvements in sales and lead coverage through lead and rep performance analytics.
•	Developed, documented and managed the company pricing models for all product lines.
•	Worked in partnership with marketing and sales teams to identify and quantify market opportunities and perform supporting cost/benefit analyses.

Key Accomplishments:
•	Planned and Worked with Executive Team to produce first 3 Year Strategic Business Plan.
•	Established new monthly business review presentation for entire company used in 2014 and forward.
•	Guided record year in cash collections with $6.8M which was strongest performance in company's history.
•	Designed new metrics reporting into sales opportunities, leads flow and throughput which resulted in reducing sales cycle from 180 to 120 days.

Senior Financial Analyst

Covance

Covance acquired by LabCorp in November 2014.

Responsibilities:
•	Primary financial partner for Global Laboratory Services, Global Operations, and Global Commercial Services.
•	Synchronized annual budgeting and monthly forecasting process; develop operating models to ensure compliance with company’s financial goals.
•	Delivered continuous improvement initiatives by leveraging technology and eliminating unnecessary reporting and processes in partnership with the Headquarter Corporate Finance team. 
•	Global financial lead analyst for Indianapolis, Geneva, Shanghai, Singapore, and Tokyo operating units.

Key Accomplishments:
•	Oversaw budgets for Global Laboratory Services, Global Operations, and Global Commercial Services with budgets of $50M, $20M, and $8M respectively. 
•	Adopted Oracle Hyperion Smart-View plugin with help reduced developing 12 month rolling estimate forecasting from 6 to 2 days.
•	Financial partner in process excellence initiatives for Global Laboratory Services that resulted in $1.2M in annual P&L savings.

Responsibilities:
•	Effectively controlled monthly review of capital expenditures, including coordination of periodic reviews of major projects and for post project analysis of key historic project spending.
•	Future financial forecasting and strategic planning for Information Technology ($60M) and  Human Resources ($8M).
•	Ad-hoc analysis and extensive financial modeling for executive management in IT, HR, Sales, Marketing, and Commercial Development.
•	Created and monitored financial forecasts and budgets based on current and proposed business plans and alerts management to potential concerns and/or opportunities for improvement.

Key Accomplishments:
•	Monitored capital expenditure budget of $25M for 5 Global Operational Units (Indianapolis, Geneva, Shanghai, Singapore, and Tokyo).
•	Created new commission reporting tool that managed over $2M in annual commission amounts which included five currencies (JPY, SGD, CHF, EUR, and USD). 
•	Active contributor in Kaizen for month end close process which resulted in reducing month end close timeline from 8 to 4 business days.

Financial Analyst

ChaCha

ChaCha discontinued operations in December 2016.

Responsibilities:
•	Supervised all aspects of monthly, quarterly and yearly financial accounting and finance procedures including month end close, financial reporting, reconciliations, accounts receivable invoicing, customer collections, accounts payable processing, operating spending, and cash management.
•	Constructed new reporting package tracking key cash measurements such as cash burn, discretionary and non-discretionary outflows, and cash inflows by revenue line.
•	Supported executive leadership in preparing investment materials such as presentations, transaction, voting and right agreements. 
•	Managed 1 staff accountant and 1 operational support resource.

Key Achievements:
•	Designed new monthly executive report to monitor key performance indicators should as cash burn, profitability, and contractor retention.
•	Actively engaged in two investment rounds (Series D & E) yielding $15M in equity capital to fund future expansion operations.
•	Directed team cash receipts efforts to collect over $4.3M in 2010 which reduced DSO from 60 to 36 days.

Accounting Manager

Responsibilities:
•	Performed daily accounting and finance procedures including maintaining accounts payable, account receivable invoicing, sales reps commission, financial reporting, and cash flow management.
•	Prepared GAAP financial statements, monthly departmental financial reports, balance sheet reconciliations, budget versus actual variance analysis, and departmental forecasting.
•	Assisted Controller & CFO in preparing quarterly investor financial, business presentations and managerial finance reporting. 
•	Led external and internal audit process and provided all necessary worksheets/data to minimize billable hours.

Key Accomplishments:
•	Implemented new 1099 tax document preparation software, which issued over 5K contractor tax documents yielding 30% cost savings from prior year.
•	Documented and implemented over +10 processes ranging from invoicing methods to product development project prioritization.
•	Created six new reports focused on business development, revenue tracking, and expenses in NetSuite.

Senior Financial Accountant

Ernst & Young, LLP

•	Conducted Sarbanes-Oxley (SOX) procedures related to process documentation, testing of controls, and process walkthroughs to conclude on the adequacy and effectiveness of company’s internal control environment. 
•	Executed audits and quarterly reviews for SEC and Non-SEC clients in manufacturing (NIBCO), real estate (Simon Property Group), and healthcare industries (Eli Lilly & Company, and Ascension Health) to ensure accuracy and completeness of financial statements.
•	Worked closely with key financial and management personnel to maintain agreed upon timeliness, discuss, and resolve key technical matters and present observations for areas of improvement.
•	Applied budgeting, planning, financial analysis, and performing audit procedures for balance sheet and income statement accounts in accordance with US GAAP and GAAS standards.

Senior Auditor

Ernst & Young

* Perform quarterly review of accounts and Sarbanes Oxley walkthroughs/testing
* Assist in audit planning, preparation and risk management assessment of internal control environment 
* Organize and participate in internship project focused on manufacturing process improvement

Audit Intern

Fractional CFO 🔥 Finance Influencer | Entrepreneur | Founder | Strategic Advisor | Business Partner | Disruptor | Finance, FP&A & CFO Thought Leader ✉: ceo@freshfpa.com

I’m Chris E. Ortega, the CEO at Fresh FP&A, a fractional CFO and advisory services company that I founded after over two decades of finance experience. 

We help growing small to medium businesses (SMBs) with $1M to $70M in revenue:

➡️ Navigate financial complexities

➡️ Improve financial predictability

➡️ Achieve strategic growth 

We're experienced in helping SMBs grow from seed to enterprise stage, both domestically and internationally. We're problem solvers, strategists, and detail-oriented, and we're passionate about helping SMBs grow with financial clarity & confidence.

We offer SMB CEOs, Owners & Founders:

✅ Fractional CFO Services

✅ Financial Leadership and Strategic Planning

✅ Business Growth and Expansion

✅ Advisory Services

My 𝗪𝗛𝗬:  To be the best Chris E. Ortega (CEO) personally and professionally. 

My 𝗣𝗨𝗥𝗣𝗢𝗦𝗘:  To use my passions, skills, talents, and experiences to help others realize & achieve greatness.

If you're ready to grow with financial clarity and confidence? 

Schedule your free consultation 👉🏾 www.tiny.cc/FreshStart

To learn more about Fresh FP&A: 

Visit Our Website 👉🏾 visit www.freshfpa.com. 

#freshCFO #finance #fpa #fpanda #finance #CFO #business #strategy #fractionalcfo #vCFO #freshfpa #leadership #virtualcfo #ceo #owner #founder #fractionalcfoservices

Fresh FP&A (www.freshfpa.com) provides expert fractional CFO and advisory services for SMBs (small to medium sized businesses) seeking financial clarity & growth.  Our team of seasoned finance professionals brings extensive experience in financial planning & analysis (FP&A), strategic planning, and financial leadership. We're problem-solvers, strategists, and detail-oriented with a proven track record of growing finance organizations for Seed to Enterprise companies, both domestic and multinational.

𝗛𝗼𝘄 𝗪𝗲 𝗦𝗲𝗿𝘃𝗲 𝗖𝗘𝗢'𝘀, 𝗢𝘄𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀:
• Fractional CFO Services
• Strategic Financial Leadership
• Business Growth and Expansion
• Advisory Services

Lead with Financial Confidence! Free Consultation ☝️ (Click "Book an appointment" above) 

#finance #fpa #fpanda #cfo #ceo #owner #founder #fractionalcfo #virtualcfo #freshfpa #leadership #partner #business #growth

We Are Still Here. Still Building. Still Growing....

I finally made it back to the gym after what felt like a lifetime.

Between major life changes, business growth, and honestly life, going to the gym slipped down on my priority list.

As I walked in today, one of the regulars, someone who’s seen me grind over the years looked over & said:

➡️ “Chris, I haven’t seen you here in a while. Everything ok? You ok?"

We talked about life, business, the ups/downs, the wins/losses and the weight of it all.

After listening, he said something that hit me square in the chest:

➡️ “Chris, you’re still here which means there’s more impact to make, people to help, and value to provide. So do it.”

That moment reminded me of something powerful:

➡️ Confidence doesn’t come from having everything perfect. It comes from showing up again & again even after setbacks.

That’s the same principle we bring at Fresh FP&A.

We help small-medium sized businesses (SMBs) grow with financial clarity & confidence because when you understand your finances then: 

✔️ You make decisions with purpose.
✔️ You lead with conviction.
✔️ You keep showing up even when things get hard.

So whether it’s the gym, your business, or your next big decision… remember:

You’re still here.
You’ve still got an impact to make.
More value to create 
So, Keep going. 💪

#SMBFinance #FinancialClarity #FractionalCFO #Leadership #FreshFPA

Fractional CFO & Advisory for Small Businesses | Profitable Growth, Cash Flow Management & Financial Strategy | FP&A & Finance Expert | SMB Growth Partner | Owner, Founder & CEO @Fresh FP&A

🛑 SMBs Stop! If your 2026 #budget is just 'last year’s numbers + 5%', you’re setting yourself up to fail.....

That approach is an anchor, not a #growth plan which means you’re budgeting by habit, not by strategy.

At Fresh FP&A, we've helped countless SMBs build strategic, flexible budgets that drive results.  

Here are my 3 non-negotiable shifts every #CEO or #CFO must implement:

1️⃣ Build Scenarios, Not Single Numbers.

❌The Problem: Rigid budgets break the moment your business changes. 

✅The Fix: Develop a Best Case, Worst Case, and Base Case #scenario. This makes you agile, not reactionary, and gives you a risk range. 

2️⃣ Zero-Base Your Spending.

❌The Problem: Unquestioned #expenses approved without clear oversight or connection. 

✅The Fix: Every dollar must be tied directly to a Growth, Retention, or Efficiency objective. Force the justification, cut the 'just because' spending.

3️⃣ Cash Flow is King (Forecast Weekly, Not Monthly).

❌The Problem: Profits are a dream but cash is reality. Most SMBs only track their P&L, ignoring working #cashflow. 

✅The Fix: Treat your cash flow forecast like your most important operating document. Moving to a 52-week rolling forecast is the Fresh Standard. 

🔥 Want a visual guide on how to implement? 🎥 Watch my short video attached.  

Let's hear it: Which of these 3 shifts is the hardest for your team to adopt? 

Let me know in the comments! 👇

✌🏾Las Vegas.... 👋🏾 Indianapolis ✈️

Thank you Intuit for the opportunity to present & experience #IntuitConnect for the first time. 

Great experience & met some awesome people. 🔥🔥🔥🔥

Home for a little bit then back out again!

✌🏾Indy.... 👋🏾 Las Vegas, NV for Intuit Connect Conference 

I'll be presenting on Don't Go Through it: Growth Through It which will highlight the advisory strategies & tactics used at Fresh FP&A

If you're going to be at Intuit Connect, let's make sure to connect. 

See everyone soon!

Still running finance like it’s 2015? Manual processes, back-office mindset and reactive decisions….. 

That won’t drive growth today.

🎥 In this short clip, I break down what top CFOs are doing differently straight from Sage's latest report: The CFO Growth Code.

Here’s the shift:

✅ AI in daily workflows
✅ Automation for strategy
✅ Leading beyond finance

The future of finance is already here. Is your team ready?

📥 Grab the report here > https://bit.ly/48BpNbH

#CFO #FinanceLeadership #FreshFPA #DigitalTransformation #Sage #Sponsored

Here's your daily reminder to keep....

Showing Up 🔥

🔥🔥🔥🔥 Don’t Go: Grow Through It.....

That was the message I had the privilege of sharing during my presentation at Intuit Connect to today. 

It was an incredible opportunity to highlight how Fresh FP&A helps SMBs grow with financial clarity & confidence.  

A special shout-out to my brother Terrell A Turner, CPA, who showed up with support, thank you, brother! 🙌

If you’re a law firm looking for a finance team that understands your business and can help you grow and scale profitably....

➡️ Connect with Terrell A Turner, CPA and the team at TLTurner Group they’ve got you covered. 

I'm passionate about helping founders not just go through the challenges of growth but grow through them.

#FreshFPA #IntuitConnect #BusinessGrowth #FractionalCFO #FinanceLeadership #GrowthMindset

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