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

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Manage episode 397027488 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

Chapters

1. Finance and Strategic Leadership in Future (00:00:00)

2. Creating Actionable Financial Reporting (00:14:48)

3. Value of Rolling Forecasts in Business (00:23:22)

4. The Future of Finance (00:36:54)

5. Choosing the Right Partner in Transformations (00:46:30)

184 episodes

Artwork
iconShare
 
Manage episode 397027488 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

Chapters

1. Finance and Strategic Leadership in Future (00:00:00)

2. Creating Actionable Financial Reporting (00:14:48)

3. Value of Rolling Forecasts in Business (00:23:22)

4. The Future of Finance (00:36:54)

5. Choosing the Right Partner in Transformations (00:46:30)

184 episodes

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