November 9, 2023

The Fractional CFO Roadmap

On this episode of the Gross Profit Podcast, James Kennedy sits down with Chris Ortega
Gross Profit Podcast
The Gross Profit Podcast
The Fractional CFO Roadmap

Show Notes

Join us on the Gross Profit Podcast as host James Kennedy, CEO and co-founder of, engages in a riveting dialogue with Chris Ortega, the CEO of Fresh FP&A and a trailblazer in the Fractional CFO sphere. In this episode titled “The Fractional CFO Roadmap,” we delve into the transformative journey of the fractional CFO model and the strategic vistas it opens for businesses of all sizes.

Chris Ortega, a venerated Finance Influencer and Entrepreneur, shares his profound insights and frontline experiences, charting the evolution of the fractional CFO role. He discusses its burgeoning significance in the finance industry and the pivotal trends poised to redefine this space in the coming years.

Listeners will garner wisdom on the indispensable qualities that constitute a stellar fractional CFO and how these professionals can spearhead financial strategy to steer companies towards stability and growth.

What You’ll Learn:

  • The Past, Present, and Future of the Fractional CFO Model: An exploration of the model’s trajectory and its prospective advancements.
  • Essential Qualities for Success: A deep dive into the soft skills and attributes that complement financial acumen in a fractional CFO.
  • Strategies for Overcoming Business Hurdles: Practical insights into how fractional CFOs can resolve cash flow and strategic planning challenges.
  • Client Success Stories: Real-world cases where Chris’s expertise as a fractional CFO has catalyzed business success.
  • The Journey to Becoming a Fractional CFO: Guidance for professionals aspiring to this career path, including the advantages and potential drawbacks.

Episode Highlights:

  • “Chris, how has the landscape for fractional CFOs transformed during your tenure, and what shifts do you anticipate in the near future?”
  • “Beyond number-crunching, what soft skills do you find invaluable in your role as a fractional CFO?”
  • “Could you walk us through a case where your fractional CFO services significantly impacted a client’s business?”
  • “Which types of companies do you think reap the most benefits from fractional CFO services, and are there any for whom this model might not be suitable?”
  • “For those intrigued by the fractional CFO career, what pathways and considerations should they be aware of?”

Chris Ortega’s visionary leadership in finance is not just about managing numbers but fostering growth and achieving greatness. His company, Fresh FP&A, exemplifies this philosophy by offering advisory services that transform and scale finance organizations.

Tune in to “The Fractional CFO Roadmap” for an insightful journey through financial strategy and leadership with a seasoned expert. Discover how fractional CFO services can be a game-changer for your business.

Connect with Chris and learn how he can help your business at

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