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Chris Ortega

chris_ortega.jpgDynamic, qualified and highly ethical financial leader with over 10+ years of experience in accounting, financial planning & analysis, corporate finance, and financial management. Expert in analyzing data, resolving problems and providing top management with strategic options; detail-oriented self- starter with great analytical and organizational skills. Creative problem solver and team player who thrives in a collaborative and dynamic environment. Seasoned professional with proven track record operating with multinational and international matrix organizations. Wide ranging experiences in finance and accounting with Big 4 accounting firm, entrepreneurial, and public & private companies. Committed to aligning passions, skills and talents to help others realize and achieve greatness. 

Specialties Include:

  • Financial Planning, Reporting & Analysis
  • Data Analysis & Business Intelligence
  • Financial Modeling & Scenario Planning
  • Budgeting, Forecasting & Cost Management
  • Business Growth & Expansion
  • Strategic Advisory & Consultancy
  • Developing & Leading High-Performance Teams

Author's Articles

5 Simple Steps to Help Drive Knowledgeable, Strategic Decisions
July 19, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning

The decision cycle will help you and your association make knowledgeable decisions that drive exceptional results. I myself use this very process when making important forecasting and planning decisions. Today, I am going to share my insights with you and your team so that you can witness the profound impacts of implementing these five simple steps.

Read more
Strategic Partnership: Why It is Important?
January 30, 2019
FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning, FP&A Team Building

Why is strategic partnership important? You might be asking yourself this question when going to a sales meeting, working with another department or attending a company meeting.  Strategic partnership is paramount as it allows FP&A teams to spend less time on traditional finance functions like reporting, treasury, tax and investor relations. 

Read more
Talent Management and Retention: How are Some Key Areas of Focus for FP&A Professionals?
November 14, 2018
FP&A Tags:
FP&A People, FP&A Team Building, Financial Planning and Analysis, FP&A Skills

So, you’re a C-suite executive, Vice President, Director, Manager, Senior, or Staff financial professional and a high potential and performance team member or members have left the company. The goal of this blog is to provide 5 success factors for retaining and building a FP&A dream team from the perspective of a high potential and performer millennial.

Read more
Why is Talent Management & Retention Important and How to Improve It?
October 31, 2018
FP&A Tags:
FP&A Team Building, FP&A People

People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line.

Read more

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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Data and Analytics
Data & Analytics
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FP&A Case Studies
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FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
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Process
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Technology

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