CFO 4.0

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

January 23, 2024 Hannah Munro Episode 161
161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega
CFO 4.0
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CFO 4.0
161. Navigating 2024: Agility, AI, and People-Centric Finance with Chris Ortega
Jan 23, 2024 Episode 161
Hannah Munro

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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.

In this episode, we cover:

  • 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

Links mentioned:


Show Notes Chapter Markers

Send us your thoughts

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.

In this episode, we cover:

  • 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

Links mentioned:


Finance and Strategic Leadership in Future
Creating Actionable Financial Reporting
Value of Rolling Forecasts in Business
The Future of Finance
Choosing the Right Partner in Transformations