161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega


In this week’s episode of the CFO 4.0 podcast host Hannah Munro welcomes Chris Ortega, CEO at Fresh FP&A, for an engaging discussion, diving into the evolving world of Finance in 2024.

Also covered in this session:

  • How finance professionals can transition from tactical to strategic roles
  • Delving into how AI is reshaping finance, from theoretical understanding to practical applications.
  • Exploring the shift towards a more people-centric approach in finance.
  • Discussion on the transition from traditional budgeting to rolling forecasts
  • How adopting new technologies can streamline operations, attract better talent, and push finance professionals to evolve beyond traditional tools like Excel.
  • Understanding the changing landscape of finance careers

  • What is the change that we’re seeing in finance teams and what does that have to do with value?
  • How do we define value?
  • How value goes beyond economic impact
  • What are the components of economic value identification?
  • Examples of the value identification conversation
  • What this means for the skills in finance

Links referenced in this episode




Receive weekly email alerts to new podcast episodes straight to your inbox!

Don't miss the next episode!

Register for free and receive an email alert when a new podcast has been released, just sign up below.

Want to be a guest on the CFO 4.0 Podcast?

Whether you're looking to be a guest yourself, or requesting on behalf of someone you think would be a great fit for our podcast, use the form below to fill out your details. The more information you can give about yourself (or the person you're nominating) the better. Feel free to include topic suggestions too!