Top performing aftermarket services executive with over 25 years of professional experience helping tier one companies reduce costs and delight customers, with a proven track record for saving clients millions of dollars each year. Specialties: Sales Team Management ● Operations Management ● Pricing ● Proposal Writing ● B2B Selling ● Solutions Architecture ● Large Account Management ● CRM ● Supply Chain Analysis ● Failure Analysis ● Test Engineering ● Industrial Engineering ● Project Management ● Quality Assurance ● Root Cause Analysis ● Process Improvement ● Strategic Planning

I’m Chris E. Ortega, the CEO and fractional CFO at Fresh FP&A, a company that I founded in 2022 after 20 years of executive finance experience in various industries and roles. As a CFO expert, I help small to medium sized businesses (SMBs) navigate financial complexities, improve financial predictability, and achieve strategic growth. My team and I offer customized and comprehensive CFO solutions, including financial leadership, strategic planning, business expansion, and advisory services. We have a proven track record of scaling finance organizations for Seed to Enterprise companies, both domestic and multinational. We are problem-solvers, strategists, and detail-oriented, with a passion for empowering SMBs with financial clarity and confidence. 𝗛𝗼𝘄 𝗪𝗲 𝗦𝗲𝗿𝘃𝗲 𝗖𝗘𝗢'𝘀, 𝗢𝘄𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 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 and achieve greatness. To learn more about Fresh FP&A 👉🏾 visit www.freshfpa.com. Also, ready to lead with financial clarity and confidence? Schedule your free consultation by clicking "Book an Appointment" above ☝🏾 #freshCFO #finance #fpa #fpanda #finance #CFO #business #strategy #fractionalcfo #vCFO #freshfpa #leadership #partner #scale #virtualcfo #ceo #owner #founder

Chris has an ok education, a relatively good work experience, is kinda smart on certain specific topics, and he attempts to work hard.

I am the head of Digital Marketing at Banner Health, one of the largest and most respected non-profit health care systems in the United States. I am a connector and a problem solver by nature, whether its connecting problems to solutions, customers to businesses, or people to other people...it is a skill that I have been building over time. I also love public speaking and always look forward to the next opportunity to tell stories.

Pick a time on the link below to schedule your complimentary 30-minute financial review: https://calendly.com/pedenaccounting/right-fit-meeting 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗼 - I help business owners organize and make sense of their financial information in a way that allows them to understand what they need to do to take their business to the next level. I also help my clients not only meet their tax reporting requirements, but I also help them put together and implement a plan to save money on taxes during the year so their tax bills are as low as possible. 𝗛𝗢𝗪 𝗗𝗢 𝗜 𝗛𝗘𝗟𝗣 𝗣𝗘𝗢𝗣𝗟𝗘 - First, I get an understanding of your financial situation and your goals. Once I understand your situation, I help you set up a plan to achieve your goals. - We can then set up sessions where we review the financial activities of your business and provide feedback on how your business is doing financially, and what you can do to improve your situation. - I will also work with you to prepare any tax returns and develop and implement a tax plan to help minimize your tax obligations. 𝗪𝗛𝗬 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: I have over 25 years of experience helping individuals and companies organize and make sense of their financial data. This means that I have a breadth of knowledge and experience to analyze a situation from various perspectives and present various options to help my clients make an educated decision about the actions that will take their business to the next level. 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: The first step is to schedule a complimentary 30-minute strategy session to discuss your business goals and challenges. This is NOT a “free consulting session” but a chance for us to get to know each other, and for me to get to know more about your situation and where you’d like to go, and the challenges you and/or your company are facing. If it makes sense for us to work together, I will provide a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also make a professional recommendation for the best next steps you should take now to take your business to the next level! 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗧𝗔𝗟𝗞? Here is a link to my calendar where you can set up your free financial assessment: https://calendly.com/pedenaccounting/right-fit-meeting

With over 25 years of experience in the marketing and sales technology space, I am a seasoned SaaS executive and VC LP who is passionate about driving customer engagement and growth. Currently, I am the Senior Vice President of CX at Metadata, a company that ensures that every Marketing dollar invested transforms into tangible pipeline results. I have played several key roles in contributing to one of the biggest IPOs for a Canadian-founded technology company - Eloqua (ELOQ), where I led the customer success and marketing operations teams. I have also held senior leadership positions at Oracle, Vena Solutions, and Uberflip, where I pioneered a service offering that increased platform renewals to 99%. As an investor and LP at SaaSholic, I support early-stage startups in the SaaS space that have disruptive potential. I am a visionary thinker with the breadth to understand tactical execution and a catalyst for driving corporate alignment and revenue performance metrics.