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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

Retaining and Building a Dream FP&A Team! #WeAreTheChampions
September 19, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building

So, you are a C-suite executive, Vice President, Director, Manager, Senior, or Staff financial professional and you just had a high potential and high-performance team member or members move on to greener pastures. Or you aspire to be a high potential and high-performance employee and looking for success factors to take your game to the next level. Well, look no further than this post.  

Read more
Top Five Lessons for FP&A Professionals
May 24, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building, FP&A Skills

What ignited this article? I was talking with some upcoming college graduates from a similar background as myself. They were looking to go into corporate finance/financial planning & analysis (FP&A) after graduating from the Kelley School of Business at Indiana University. I shared with them lessons I learned from 10 years in the finance game.

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Keeping Calm during Budget Season. Top 5 Tips to Survive!
May 3, 2017
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

As a former public accounting auditor, I have been through my fair share of busy seasons which usually ran from September to April. For me, this was a character-building and learning opportunity that I am privileged and thankful that I got to experience in my career. However, like most, I realized this was not what I wanted to do long term.

Read more

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

AI-FPA
AI in FP&A
Data and Analytics
Data & Analytics
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ESG in FP&A
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
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Technology

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