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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.

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Future Meetings

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  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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