Chris Ortega Email and Phone Number
Fractional CFO 👉🏾 I help SMBs lead with Financial Clarity & Confidence | Founder & CEO @freshfpa | FP&A, Finance & CFO Thought Leader | Finance Influencer | Former Amateur Boxer 🥊 at
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Fresh FP&A
Chris Ortega's Location
McCordsville, Indiana, United States, United States
Chris Ortega's Contact Details
Chris Ortega work email
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Chris Ortega personal email
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About Chris Ortega
I’m Chris E. Ortega, the CEO at Fresh FP&A, a fractional CFO and advisory services company that I founded after two decades of finance experience. We help 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 achieve financial clarity & confidence.We offer SMB CEOs, Owners & Founders:✅ Fractional CFO Services✅ Financial Leadership and Strategic Planning✅ Business Growth and Expansion✅ Advisory ServicesMy 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 lead with financial clarity and confidence? Schedule your free consultation 👉🏾 www.tiny.cc/FreshStartTo 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
Chris Ortega's Current Company Details
Fresh Fp&A
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Fractional CFO 👉🏾 I help SMBs lead with Financial Clarity & Confidence | Founder & CEO @freshfpa | FP&A, Finance & CFO Thought Leader | Finance Influencer | Former Amateur Boxer 🥊
Chris Ortega Work Experience Details
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Fractional CfoFresh Fp&A Jan 2022 - PresentMccordsville, Indiana, United StatesAs 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 achieve clarity and strategic growth.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!Click "Book an appointment" above☝️ to schedule your free consultation. #finance #fpa #fpanda #cfo #ceo #owner #founder #fractionalcfo #virtualcfo #freshfpa #leadership #partner #business #growth #fractionalcfoservices
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Chief Executive OfficerFresh Fp&A Jan 2022 - PresentMccordsville, Indiana, United StatesFresh 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 ServicesLead with Financial Confidence! Free Consultation ☝️ (Click "Book an appointment" above) #finance #fpa #fpanda #cfo #ceo #owner #founder #fractionalcfo #virtualcfo #freshfpa #leadership #partner #business #growth
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Vp Of FinanceUnsupervised Nov 2021 - Mar 2022RemoteResponsibilities:• 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 FinanceEmarsys May 2021 - Nov 2021Indianapolis, Indiana, United StatesResponsibilities: • 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. -
Director Of Finance, America'SEmarsys Jan 2019 - May 2021Indianapolis, Indiana AreaEmarsys 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.
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Senior Finance ManagerEmarsys Oct 2016 - Jan 2019Indianapolis, Indiana AreaResponsibilities:• 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.
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Manager Financial Planning And AnalysisWeblink International Nov 2014 - Oct 2016Indianapolis, Indiana AreaWeblink 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. -
Senior Financial AnalystWeblink International Dec 2013 - Oct 2014Indianapolis, Indiana AreaResponsibilities:• 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.
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Senior Financial AnalystCovance Mar 2013 - Dec 2013Indianapolis, Indiana AreaCovance 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. -
Financial AnalystCovance Apr 2011 - Mar 2013Indianapolis, InResponsibilities:• 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.
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Accounting ManagerChacha Oct 2010 - Apr 2011Carmel, Indiana AreaChaCha 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. -
Senior Financial AccountantChacha Oct 2008 - Oct 2010Carmel, Indiana AreaResponsibilities:• 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.
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Senior AuditorErnst & Young, Llp Jan 2007 - Oct 2008Indianapolis, Indiana Area• 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. -
Audit InternErnst & Young Jun 2006 - Aug 2006Indianapolis, Indiana Area* 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
Chris Ortega Skills
Financial Reporting
Financial Analysis
Finance
Variance Analysis
Accounting
Account Reconciliation
Forecasting
Analysis
Strategic Financial Planning
Budgets
Financial Accounting
Auditing
Leadership
Management
Corporate Finance
Financial Planning
Strategic Planning
Cash Management
Start Ups
Financial Modeling
Cash Flow
Us Gaap
Data Analysis
Month End Close
Sarbanes Oxley Act
Sarbanes Oxley
Project Finance
Capital Budgeting
Project Portfolio Management
Quarterly Reporting
Peoplesoft
Sec Filings
Sharepoint
Hyperion Planning
Workforce Planning
Essbase
International Finance
Strategy
Sales
It Strategy
Investment Strategies
Capital Projects
Oracle Applications
Sec Financial Reporting
Public Sector Accounting
Financial Engineering
Governance
Journal Entries
Small Business Accounting
Business Intelligence
Sales Commission
Chris Ortega Education Details
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3.8 Out Of 4.0 -
3.5 Out Of 4.0
Frequently Asked Questions about Chris Ortega
What company does Chris Ortega work for?
Chris Ortega works for Fresh Fp&a
What is Chris Ortega's role at the current company?
Chris Ortega's current role is Fractional CFO 👉🏾 I help SMBs lead with Financial Clarity & Confidence | Founder & CEO @freshfpa | FP&A, Finance & CFO Thought Leader | Finance Influencer | Former Amateur Boxer 🥊.
What is Chris Ortega's email address?
Chris Ortega's email address is ch****@****sys.com
What schools did Chris Ortega attend?
Chris Ortega attended University Of Indianapolis, Indiana University - Kelley School Of Business.
What are some of Chris Ortega's interests?
Chris Ortega has interest in Children, Using My Skills, Economic Empowerment, Talents, Skills And Into The Right Opportunity, Education, Science And Technology, Network, Health.
What skills is Chris Ortega known for?
Chris Ortega has skills like Financial Reporting, Financial Analysis, Finance, Variance Analysis, Accounting, Account Reconciliation, Forecasting, Analysis, Strategic Financial Planning, Budgets, Financial Accounting, Auditing.
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Chris Ortega
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Chris Ortega
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Chris Ortega
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Chris Ortega
Head Of Americas At Morgan Stanley Infrastructure PartnersNew York City Metropolitan Area4tpg.com, firstreserve.com, tpg.com, morganstanley.com
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