About
I’m Chris E. Ortega, the CEO and fractional CFO at Fresh FP&A, a company that I founded…
Articles by Chris
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Tell Us a Time You Showed Your Entrepreneur Spirit....🤔🤔🤔🤔
Tell Us a Time You Showed Your Entrepreneur Spirit....🤔🤔🤔🤔
By Chris Ortega
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Preparing Your Team for FP&A Transformation
Preparing Your Team for FP&A Transformation
By Chris Ortega
Contributions
Experience
Education
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University of Indianapolis
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UIndy is accredited by the Association of Collegiate Business Schools & Programs (ACBSP, for institutions whose primary focus is teaching), and is a member of the Association to Advance Collegiate Schools of Business (AACSB). UIndy is ranked “Top Tier in its class” by U.S. News & World Report and “Top Tier in part-time MBA programs” by CEO Magazine. UIndy’s MBA program also was the first in the country to receive the Baldrige Quality Standard Award by the ACBSP.
Completed Evening MBA…UIndy is accredited by the Association of Collegiate Business Schools & Programs (ACBSP, for institutions whose primary focus is teaching), and is a member of the Association to Advance Collegiate Schools of Business (AACSB). UIndy is ranked “Top Tier in its class” by U.S. News & World Report and “Top Tier in part-time MBA programs” by CEO Magazine. UIndy’s MBA program also was the first in the country to receive the Baldrige Quality Standard Award by the ACBSP.
Completed Evening MBA program in less than two years while maintaining full time employment in respective degree career field. -
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Activities and Societies: Mortar Board, Peer Tutor for Kelley School of Business
Kelley School of Business success is reflected in our rankings and our reputation, which continue to climb. All of our major programs are ranked in the top 20. The story behind the numbers is even more impressive. We have multiple top rankings across our programs and majors, including No. 1 for online MBA and MS programs, No. 1 in Undergraduate student quality as ranked by our hiring companies and No. 1 for veterans enrolled in online MBA and MS programs.
Completed majority of my…Kelley School of Business success is reflected in our rankings and our reputation, which continue to climb. All of our major programs are ranked in the top 20. The story behind the numbers is even more impressive. We have multiple top rankings across our programs and majors, including No. 1 for online MBA and MS programs, No. 1 in Undergraduate student quality as ranked by our hiring companies and No. 1 for veterans enrolled in online MBA and MS programs.
Completed majority of my education through academic scholarships and program dedicated to help low income and first generation college students obtain financial aid to succeed. Additionally, worked part time to fund rest of college education.
Licenses & Certifications
Volunteer Experience
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Finance Advisor
Collectiv
- 1 year 2 months
Economic Empowerment
As the leading Microsoft consulting firm, organizations partner with Collectiv for their most important strategic initiatives by building a strong data architecture, improving analytics processes, and fully leveraging AI’s capabilities.
Learn more > https://gocollectiv.com/ -
Board Member
Global Preparatory Academy
- 3 years 7 months
Education
Global Preparatory Academy is a dual language school that connects students from diverse linguistic backgrounds and educates them together in a highly rigorous, engaging and nurturing environment. Using both English and Spanish to instruct students in all core content areas, students develop high levels of bilingualism and biliteracy, as well as a deep value and understanding of other cultures.
Learn more > https://www.globalprepindy.org/ -
Finance Advisor
PowerPivotPro
- 1 year 6 months
Science and Technology
It all starts with a single observation: truly impactful analytics are only possible when “the business” is directly involved, in a “hands-on” capacity. The alternative – communicating requirements to IT or consultants, awaiting results, and then iterating – takes too long, costs too much, and delivers too little. If you have ever wondered why Business Intelligence projects seemingly run forever while delivering poor ROI, or why spreadsheets continue to dominate the landscape of reporting and…
It all starts with a single observation: truly impactful analytics are only possible when “the business” is directly involved, in a “hands-on” capacity. The alternative – communicating requirements to IT or consultants, awaiting results, and then iterating – takes too long, costs too much, and delivers too little. If you have ever wondered why Business Intelligence projects seemingly run forever while delivering poor ROI, or why spreadsheets continue to dominate the landscape of reporting and analysis, the answer to both lies in “communication cost” – either paying its enormous cost (in the case of BI projects) or avoiding it (by the Biz taking matters in their own hands, with Excel).
Learn more > https://p3adaptive.com/ -
Student Mentor
Starfish Initiative
- 2 years
Children
Starfish Initiative is dedicated to making a difference in the lives of at-risk and economically disadvantaged high school students. We assist students of promise overcome the barriers of poverty and develop cultural capacity and leadership skills that prepare them to graduate from high school and college. Our goal is to “fill empty caps and gowns” by improving graduation rates in Indianapolis.\
Learn more > https://starfishinitiative.org/ -
Finance Advisor
EAT New Media
- 3 years 4 months
Economic Empowerment
Eat Media is part of Knights Development Group and serve a media production company to help SMBs around the media production, management and leadership.
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Finance Advisor
Millennium Gear
- 1 year 2 months
Economic Empowerment
In 2009, Millennium Gear was established as a specialty retailer that provided custom fit sports apparel. In three short years, the company’s growth overwhelmed the production of its manufacturer and brought the collaboration to an end. Millennium Gear currently provides custom fit apparel and
accessories for local high schools, youth leagues, colleges, and pro-athletes. The company also caters to work out gear and provides an athleisure line for comfortable everyday wear. Fast-paced…In 2009, Millennium Gear was established as a specialty retailer that provided custom fit sports apparel. In three short years, the company’s growth overwhelmed the production of its manufacturer and brought the collaboration to an end. Millennium Gear currently provides custom fit apparel and
accessories for local high schools, youth leagues, colleges, and pro-athletes. The company also caters to work out gear and provides an athleisure line for comfortable everyday wear. Fast-paced and
innovative, Millennium Gear is a clothing line of quality and trend.
Learn more > https://www.millgear.com/ -
Mentor
BOYS II MEN INC
- 4 years
Children
Working with middle and elementary school students to mentor. Assisting in events and guidance in school and life.
Publications
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The Big Battles Ahead for Finance
CPA Treadlines
According to a group of corporate finance professionals, one of the most significant issues facing corporate finance teams is refocusing team members toward higher-value work such as interpreting data and advising on issues and solutions rather than allowing them to continue performing rote, manual tasks.
“The biggest risk that is clear to me is to continue the antiquated and outdated people strategies, performance, process, understanding, lagging platform adoption, and not understanding…According to a group of corporate finance professionals, one of the most significant issues facing corporate finance teams is refocusing team members toward higher-value work such as interpreting data and advising on issues and solutions rather than allowing them to continue performing rote, manual tasks.
“The biggest risk that is clear to me is to continue the antiquated and outdated people strategies, performance, process, understanding, lagging platform adoption, and not understanding the deep relationships that we need to build instead of keeping the status quo,” offered Chris Ortega, CEO of Fresh FP&A. “To me, that is 100% the biggest risk that we now face in the accounting and finance space.”Other authorsSee publication -
Uniting the Business for Success
2021 Planful Perform
While the business looks to Accounting, Finance, and FP&A for guidance, these teams continue to confront the fast-changing realities of our new normal. Learn practical strategies and tactics you can apply immediately to confront uncertainty; discover tools you can use to assess opportunities in people, process, and partnership to prepare for tomorrow; and explore use cases where FP&A has shifted their value proposition from scorekeepers to value advisors.
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AMA: FP&A Discussion
2021 Planful Perform
In a free-form Q&A format, experienced leaders in FP&A, corporate finance, and corporate strategy will discuss FP&A best practices from their different perspectives. Although they may not agree on everything, they’ll dissect common FP&A issues in terms you’ll understand and with tips you’ll be able to immediately put to work. From hiring and forecasting, to business partnering and executive presentations, come with your questions and leave with a better view of FP&A.
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Dealing with Uncertainty Through Technology
Insight Software
Deal with uncertainty through technology.
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The 4 Building Blocks for Financial Professionals that have emerged during the pandemic
Strength In The Numbers
"The most important place to start to implement any business strategy is to start with your people."
Check out my most recent podcast on, "The 4 building blocks for FP&A professionals that have emerged during the pandemic "Other authorsSee publication -
Revolutionizing Your Finance Team
Business Talk Library
Business Talk Library sits down with Chris Ortega; Finance Influencer & Entrepreneur. World's Top 10 Voice in Accounting, Finance & FPA. What you'll learn -
1) What is means to look for opportunities to Fail
2) The bread and butter of any successful business
3) The importance that culture plays in building a successful company
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The Business Talk Library is a social media show and platform that shares honest and…Business Talk Library sits down with Chris Ortega; Finance Influencer & Entrepreneur. World's Top 10 Voice in Accounting, Finance & FPA. What you'll learn -
1) What is means to look for opportunities to Fail
2) The bread and butter of any successful business
3) The importance that culture plays in building a successful company
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The Business Talk Library is a social media show and platform that shares honest and authentic conversations on the journey of entrepreneurship. We feature conversations with entrepreneurs across all industries with a wide array of experience that we believe will be valuable to you as a business owner. -
COVID-19 recovery pushes CFOs to improve scenario planning
Financial Management
As new economic realities take hold, organisations must adapt the range and speed of scenario plans to remain in business.
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Growth and Development During the Pandemic
Collectiv
Covid19 has impacted so many businesses, lives and is establishing a new normal. Check out how to thrive!
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Next Generation FP&A
Planful
Next-generation FP&A leaders are emerging every day, and they’re ready to transform their organizations from finance out.
Chris Ortega, Director of Finance, Americas for Emarsys is one of those leaders. -
Is AI & Machine Learning a Gift or Curse for FP&A?
FPA Trends
Currently artificial intelligence (AI) and machine learning (ML) is having a major impact in our personal, professional and business lives. With the introduction of phone assistants, data analytics and deep-thinking AI and ML is gaining momentum.
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Getting comfortable with online learning
Ohio CPA Society
When COVID-19 entered Ohio, businesses were forced to either shut down completely or transition into a fully remote office. Some organizations and individuals were also tasked with turning conferences with hundreds of registrants into an online learning event.
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Global Action - The CFOs Response from China, EU and US
Generation CFO
COVID 19 pandemic is impacting all corners of the world - where, why, what and how can we as finance professionals contribute and can we learn from other regions?
In this panel discussion, we talk to Finance Leaders from China, the US and the UK/EU to share responses and learn from each other.
Q&A will be facilitated by Christopher Argent, Founder of Generation CFO. -
Future Finance: Upskilling & Evolution for 2020 & Beyond
Indiana CPA Society
With the evolution of technology, focus on business partnership and data driven decision making its becoming even more important for future finance & accounting professionals to develop the skills, talents and passion to be future ready. In this session, we will explore many areas affecting this shift and how prepare & enable accounting & finance students.
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The Decision Cycle for High Performance
Indiana CPA Society
The decision cycle will help you make knowledgeable decisions that drive results for your organization. You can use this process when making important forecasting and planning decisions.
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AI & ML Impact on FP&A
AICPA
During this session, we will explore AI and ML solutions existing in accounting and finance. As well as, discuss how AI and machine learning will impact people, process and performance strategies. You will also gain a better understanding whether your team and organization are ready for AI and ML.
Learning Objectives:
Review existing uses cases around the application of AI & ML technologies in accounting & finance teams.
Deep understanding on how AI & ML will impact people,…During this session, we will explore AI and ML solutions existing in accounting and finance. As well as, discuss how AI and machine learning will impact people, process and performance strategies. You will also gain a better understanding whether your team and organization are ready for AI and ML.
Learning Objectives:
Review existing uses cases around the application of AI & ML technologies in accounting & finance teams.
Deep understanding on how AI & ML will impact people, processes and technology adoption & readiness for accounting & finance teams.
What is the future of AI & ML application for high performance & partnership accounting & finance teams?
Other authorsSee publication -
How AI & ML Impact FP&A
Ohio CPA Society
How AI & ML will impact people, performance and processes in accounting & finance teams.
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Technology Transforms the accounting profession
The Ohio CPA Society
The accounting profession is in the midst of dramatic change as artificial intelligence (AI), blockchain,
machine learning and other technologies quickly transform the way businesses operate and accounting teams function. -
What you're missing when it comes to AI
Ohio CPA Society
In this episode we spoke to Chris Ortega, director of finance, America’s at Emarsys. Chris is an artificial intelligence and machine learning expert, and we discussed how to prepare for implementing new technology, leveraging available content to learn, using AI to beat the competition and more.
Please rate and review us on Apple podcasts or whatever podcast app you’re using to listen! -
Top 3 FP&A People Processes You Should be Leveraging
Unit 4
In FP&A there are plenty of tools, technologies and fancy options at your disposal. However, these eye-catching technologies won’t take your team to the next level without 3 key people processes that your team should be leveraging. As a FP&A leader or CFO your probably bombarded with messages, phone calls and emails from many technology providers. So, in this blog I will explore the top 3 people processes you should be leveraging in order to have a solid foundation.
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FP&A Survival Toolkit
Unit 4
So, 2019 is here and you want to implement lessons learned from 2018 to accelerate your FP&A team. This article will explore the tools, processes and other areas you need to survive 2019. Let’s begin!
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Top 3 FP&A Partnership Projects
Unit 4
So, you got support from your executive leadership team and you hired or grown some talent in FP&A. Now, you are ready to set your team lose on some business partnership projects to deliver value. Where do you start? How do you start? What projects will have the most impact and value to your business and maximize your FP&A teams’ talent? Well this article will explore three top FP&A business partnership projects to deliver value and supercharge your FP&A team.
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AI & the Future of Financial Planning & Analysis (FP&A) with Chris Ortega
Acterys-Planning & Analytics | Power BI | Excel | Azure
A new Visionaries video is now available, check it out! Visionaries brings you topics, #trends, #expertise & #knowledge from the leading minds in FP&A globally. In this video gain an understanding of what it really means when people talk about #AI and #ML, and how it relates to the #Financial #Planning & #Analysis industry with Visionary: Chris Ortega - #Finance Lead: Emarsys and our very own Darren Goonawardana.
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Assessing Your Personal Digital Readiness
Association of Financial Professionals
AFP set out examine the personal digital readiness of individuals within the finance and treasury function. We asked how ready they are to manage accelerating change in technology, systems and business models. A panel of experts will review several key findings and present concrete actions you can take to prepare yourself for a digital future.
Learning Objectives
- Understand your position relative to their peers, areas where you may need more assistance, and concrete steps to build…AFP set out examine the personal digital readiness of individuals within the finance and treasury function. We asked how ready they are to manage accelerating change in technology, systems and business models. A panel of experts will review several key findings and present concrete actions you can take to prepare yourself for a digital future.
Learning Objectives
- Understand your position relative to their peers, areas where you may need more assistance, and concrete steps to build your digital plan
- Help senior finance consider their own and their team’s attitudes towards innovation in an effort to build the right team.Other authorsSee publication -
Latest Trends in Financial Planning & Analysis
Managility Business Intelligence
Visionaries brings you topics, trends, expertise & knowledge from the leading minds in FP&A globally. In this video gain an understanding of the current and future trends of Financial Planning & Analysis from a visionary: Chris Ortega - Finance Lead Emarsys
Chris will cover:
· What is FP&A? - both in definition and what FP&A is in practice today
· The evolution of FP&A
· The three pillars of FP&A today essential to the optimization of your company
·…Visionaries brings you topics, trends, expertise & knowledge from the leading minds in FP&A globally. In this video gain an understanding of the current and future trends of Financial Planning & Analysis from a visionary: Chris Ortega - Finance Lead Emarsys
Chris will cover:
· What is FP&A? - both in definition and what FP&A is in practice today
· The evolution of FP&A
· The three pillars of FP&A today essential to the optimization of your company
· Where the future of FP&A is headed
To Follow Chris:
LinkedIn: https://www.linkedin.com/in/chriseortega
Twitter: @1_Future_CEO
Looking to simplify and enhance your FP&A processes? Check out Acterys, the most versatile and affordable solution for Enterprise Planning , Modeling & Analysis with Microsoft Power BI and SQL Server: www.acterys.comOther authorsSee publication -
AI & Machine Learning FP&A Future
Ohio CPA Society
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How Do you Define FP&A?
Association of Finance Professionals
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The impact AI will have on the accounting profession
Ohio CPA Society
For our inaugural episode we’re joined by Chris Ortega, senior finance manager at Emarsys, to discuss artificial intelligence and machine learning. Is AI coming to take your job? How will this affect entry-level accountants? How should leaders prepare their teams?
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Embracing AI will lead to better, bigger opportunities
Ohio CPA Society
In the movies, ruthless artificial intelligence is usually responsible for destroying humanity, so it’s no wonder accountants are wary of its influence on the profession. But one AI expert said it’s important to view this technology in context.
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AI and FP&A: Perfect Together? Maybe
Association of Finance Professionals
Chris Ortega, finance manager for Emarsys North America, discusses the future of FP&A and artificial intelligence, why FP&A may be late adopters of this new technology, and the lessons he's learned on his journey from accounting to finance and employee to leader.
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Why is talent management & retention important and how to improve it?
FPA Trends
People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line. Often it is not until their top talent or higher potential/performance leave before organizations realize the importance to talent management and retention. Before discussing why its important to have effective talent management and retention strategies let us first get some…
People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line. Often it is not until their top talent or higher potential/performance leave before organizations realize the importance to talent management and retention. Before discussing why its important to have effective talent management and retention strategies let us first get some definitions out the way. Talent management is programs, initiatives and proactively developing and shaping your talent. Retention strategies are policies, culture and other internal elements that keeps your talent. Now, let’s explore 3 talent management and retention strategies that are important for every organization and how to improve each of them.
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How does FP&A drive strategic partnership?
FPA Trends
Looking to leverage your FP&A team into strategic partnership? One question to ask is how does FP&A drive strategic partnership & value? Strong FP&A teams have a neutral perspective and bring data driven decision making into the partnership. Collaboration, operational knowledge and accountability are elements they bring to the table. Below I will explore three aspects where FP&A teams drive strategic partnership.
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Strategic Partnership: How do you start this process?
FPA Trends
So, your looking to shift resources to be strategic partners, expanding team’s skills & talents or driving key business initiatives with consistent execution. Well, one element for FP&A teams to provide value is strategic partnership. Therefore, with any change in direction or focus its important to understand how to start. Below, I will cover a simplified and quick start guide for starting the strategic partnership process.
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Strategic Partnership: Why is it important?
FPA Trends
Why is strategic partnership important? You might be asking yourself this question when going to a sales meeting, working with another department or attending a company meeting. Strategic partnership is paramount as it allows FP&A teams to spend less time on traditional finance functions like reporting, treasury, tax and investor relations. Instead, they are engaged in detailed data analysis, driving key business processes and leading the company business model and overall strategic direction…
Why is strategic partnership important? You might be asking yourself this question when going to a sales meeting, working with another department or attending a company meeting. Strategic partnership is paramount as it allows FP&A teams to spend less time on traditional finance functions like reporting, treasury, tax and investor relations. Instead, they are engaged in detailed data analysis, driving key business processes and leading the company business model and overall strategic direction. Below you will see why strategic partnership is important.
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How AI and Machine Learning will change FPA
FPA Trends
Artificial intelligence and machine learning are two elements that will have a vital impact on financial planning analysis (FP&A) being leveraged in organizations. However, to realize the economics of scale of AI & machine learning there are 3 vital elements that need to be present before leveraging these technologies which are massive data, minimum 10 years data history, and focused algorithms. In this post, I will explore 3 impacts AI & machine learning will change FP&A people, processes and…
Artificial intelligence and machine learning are two elements that will have a vital impact on financial planning analysis (FP&A) being leveraged in organizations. However, to realize the economics of scale of AI & machine learning there are 3 vital elements that need to be present before leveraging these technologies which are massive data, minimum 10 years data history, and focused algorithms. In this post, I will explore 3 impacts AI & machine learning will change FP&A people, processes and value.
"The future of AI and machine learning related to finance and accounting will revolutionize businesses and value of these teams." - Chris Ortega -
AI & Machine Learning Impact on FP&A
FP&A Trends
In July 2017, I presented at the 2017 AICPA FP&A Conference in Las Vegas over AI (Artificial Intelligence) & machine Learning impact on FP&A. The session received great feedback from attendees and other speakers. So, I wanted to share an article summarizing the presentations main points. The goal of this article is to provide insights into the impact AI & machine learning will have on people, processes and technologies in FP&A. Hope you enjoy!
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4 best ways to use advanced analytics
CGMA Magazine
“Traditional analytics such as profit, cash flow, and return on assets don’t really tell the full story,” said Chris Ortega, an artificial intelligence expert and senior finance manager at Emarsys, a global software-as-a-service marketing cloud company.
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AI & Machine Learning Impact on FP&A
AICPA
AI & Machine Learning impact will have on FP&A from a past, present and future perspective.
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Top Five Lessons for FP&A Professionals
FPA Trends
What ignited this article? I was talking with some upcoming college graduates from a similar background as myself. They were looking to go into corporate finance/financial planning & analysis (FP&A) after graduating from the Kelley School of Business at Indiana University. I shared with them lessons I learned from 10 years in the finance game. Why is this important to you? In discussing with them and seeing their reaction/feedback it was clear others could see value in my perspective…
What ignited this article? I was talking with some upcoming college graduates from a similar background as myself. They were looking to go into corporate finance/financial planning & analysis (FP&A) after graduating from the Kelley School of Business at Indiana University. I shared with them lessons I learned from 10 years in the finance game. Why is this important to you? In discussing with them and seeing their reaction/feedback it was clear others could see value in my perspective.
So, here are my Top 5 lessons learned in the first 10 years of my professional career. -
5 Simple Steps to Help Drive Knowledgeable, Strategic Decisions
http://fpa-trends.com
The decision cycle will help you and your association make knowledgeable decisions that drive exceptional results. I myself use this very process when making important forecasting and planning decisions. Today, I am going to share my insights with you and your team so that you can witness the profound impacts of implementing these five simple steps.
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Keeping Calm during Budget Season....... Top 5 Tips to Survive!
http://www.fpa-trends.com
As a former public accounting auditor, I have been through my fair share of busy seasons which usually ran from September to April. My busy season experience consisted of 60 - 80 hour work weeks, working on the weekends, learning at an accelerated rate, and then waking up after April 15 trying to realize what the hell happened the past couple of months. For me, this was a character building and learning opportunity that I am privileged and thankful that I got to experience in my career…
As a former public accounting auditor, I have been through my fair share of busy seasons which usually ran from September to April. My busy season experience consisted of 60 - 80 hour work weeks, working on the weekends, learning at an accelerated rate, and then waking up after April 15 trying to realize what the hell happened the past couple of months. For me, this was a character building and learning opportunity that I am privileged and thankful that I got to experience in my career. However, like most, I realized this was not what I wanted to do long term.
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WHAT IT’S LIKE TO BE A MILLENNIAL IN FINANCE – FROM THE MILLENNIALS THEMSELVES
Nilly Essaides, Association for Financial Professionals
No one knows better what it’s like to be a millennial working in finance than millennials themselves, those professional who reached adulthood around the turn of the 2ist century and are now rising into the middle ranks of organizations.
I recently talked to two: Bryon Baxter, senior financial analyst at CommScope, a telecommunication company, and Chris Ortega, MBA, manager of financial planning and analysis (FP&A) at WebLink International.Other authorsSee publication -
How Effective is your Finance Team?
Weblink Summit 2015
Moving your finance team from traditional to evolutionary team for your organization. Also, moving from scorekeepers in your organization to value contributors for providing high value business insights.
Courses
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Cases in Finance
MBA 682
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Corporate Financial Theory
MBA 680
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Financial Engineering
MBA 683
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Financial Managment
MBA504
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Information Technology Strategy
MBA610
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International Business
MBA 651
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Investments
MBA 681
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Leading Entrepreneurial Organizations
MBA 633
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Marketing Strategy
MBA670
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Operations Strategy
MBA660
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Quantitative Business Tools
MBA620
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Strategic Analysis
MBA690
Projects
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2018 AICPA FP&A Conference
- Present
Planning committee member responsibile for coordinating agenda, getting speakers and also presenting.
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2017 AICPA FP&A Conference - Planning Committee Member
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The Planning Committee is responsible for the following items in regards to the 2016 AICPA FP&A Conference.
• Attending committee meetings to develop the program objective, format, content focus and session descriptions.
• Helping to identify potential speakers and making the initial speaker contact when appropriate to confirm.
• Helping to identify and confirm potential patron sponsors, exhibitors or other strategic marketing and/or partnership opportunities as…The Planning Committee is responsible for the following items in regards to the 2016 AICPA FP&A Conference.
• Attending committee meetings to develop the program objective, format, content focus and session descriptions.
• Helping to identify potential speakers and making the initial speaker contact when appropriate to confirm.
• Helping to identify and confirm potential patron sponsors, exhibitors or other strategic marketing and/or partnership opportunities as warranted.
• Working with speakers to help them understand the participant demographics in order to develop a presentation that meets the participant’s educational needs.
• Reviewing speaker outlines and/or formal presentations when necessary.
• Presented on AI & Machine Learning Impact on FP&A for 50 minutes presentation
Other creatorsSee project -
Oracle ERP Cloud Implementation
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Project is to centralize ERP accounting and finance operations across over 15+ countries. Major contact of US operations. Responsibilities include:
* Training and User Acceptance Testing
* Implementation and continue support of project in US
* Attending week long CRP reviewing modules and first look at system
* Leading US adoption, execution, and expanding value to drive data driven decision making
* Completed implementation on July 27, 2017 and begun utilizing system.Other creatorsSee project -
Microsoft Power BI Enterprise Adoption
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Power BI is a suite of business analytics tools to analyze data and share insights. Power BI dashboards provide a 360-degree view for business users with their most important metrics in one place, updated in real time, and available on all of their devices. With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy. Creating a dashboard is simple thanks to over 50 connections to popular business applications, complete with pre-built…
Power BI is a suite of business analytics tools to analyze data and share insights. Power BI dashboards provide a 360-degree view for business users with their most important metrics in one place, updated in real time, and available on all of their devices. With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy. Creating a dashboard is simple thanks to over 50 connections to popular business applications, complete with pre-built dashboards crafted by experts that help you get up and running quickly. And you can access your data and reports from anywhere with the Power BI Mobile apps, which update automatically with any changes to your data.
Responsible for leveraging Power BI throughout the organization that aligns with company strategic goal which is "Identify and make visible KPI measures for all areas of the company".
Developing Power BI RoadMap and executing on strategic projects for all functional areas of the business (sales, marketing, services & support, human capital, and finance).Other creatorsSee project -
HRIS System Implementation - Paylocity
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In evaluating our current Payroll, Onboarding, Benefit Enrollment, PTO, HR functions (Performance Reviews, Coaching, Performance Improvement, Affordable Care Act Compliance, Salary Adjustments) all of the listed processes are manual, non-scalable, and inefficient.
Oversee the implementation, module rollout, and guidance for direct report leading the initiative for business success.Other creatorsSee project -
2016 AICPA Financial Planning & Analysis Conference - Planning Committee Member
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The Planning Committee is responsible for the following items in regards to the 2016 AICPA FP&A Conference.
• Attending committee meetings to develop the program objective, format, content focus and session descriptions.
• Helping to identify potential speakers and making the initial speaker contact when appropriate to confirm.
• Helping to identify and confirm potential patron sponsors, exhibitors or other strategic marketing and/or partnership opportunities as…The Planning Committee is responsible for the following items in regards to the 2016 AICPA FP&A Conference.
• Attending committee meetings to develop the program objective, format, content focus and session descriptions.
• Helping to identify potential speakers and making the initial speaker contact when appropriate to confirm.
• Helping to identify and confirm potential patron sponsors, exhibitors or other strategic marketing and/or partnership opportunities as warranted.
• Working with speakers to help them understand the participant demographics in order to develop a presentation that meets the participant’s educational needs.
• Reviewing speaker outlines and/or formal presentations when necessary.
Other creatorsSee project -
Office 365 Implementation & Migration
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Leading the initiative to migrate from Google Apps to Office 365 Enterprise 3. Completed the following items:
1. Project Plan
2. Costs vs. Benefit Analysis
3. Selecting Implementation & Migration Partner
4. Company wide DEMO
5. Tracking Project Status
6. Assisted in Company Migration Training and TroubleshootingOther creatorsSee project -
Oracle Hyperion Planning, Workforce, and Capital Planning Adoption
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Envision System Replacement
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Working a largest IT capital investment for Covance CLS. System will update legacy system used for all testing and laboratory operations for Central Laboratory Services. Project started in 2007 and is still ongoing. Assisted in managing the project financial and tracking spending.
Lead as lead financial analysis supporting IT and business in monitoring and tracking project success.Other creatorsSee project
Honors & Awards
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US FP&A Blog Writer - Prevero UK
Prevero UK
Headquartered in Munich and with offices throughout the world, their extensive network of international partners serves over 4,500 customers worldwide. So wherever you are based, our award-winning solutions can give you the power, the flexibility and the durability you need.
At prevero, we are driven by the single minded aim of delivering integrated solutions that provide you with key insights so you can take your forecasting, planning, budgeting and reporting to a higher…Headquartered in Munich and with offices throughout the world, their extensive network of international partners serves over 4,500 customers worldwide. So wherever you are based, our award-winning solutions can give you the power, the flexibility and the durability you need.
At prevero, we are driven by the single minded aim of delivering integrated solutions that provide you with key insights so you can take your forecasting, planning, budgeting and reporting to a higher level.
Their global network of customers depend on our powerful Corporate Performance Management (CPM) solution with rich Business Intelligence (BI) capabilities to optimize all of their financial and operational functions so that greater time can be dedicated to focusing on the drivers and trends behind the data rather than the process. Find out how you too can partner with Unit4 prevero and take your business to new heights. -
We are Passionate Value Leader
Emarsys North America
Receipent of 2017 We Are Passionate value award as votes by 100+ Emarsys North America employees.
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Emarsys Leadership Program - 8 month Leadership Training (Inaugural Class)
Susan Elsey Consulting
Part of 8 month intensive leadership development program and the first group of 6 individuals to go graduate through in the company.
Covered the following topics:
1. Leading Others
2. Change Management
3. Career & Performance Management
4. Coaching & Conflict Management
5. Teamwork & Meeting Management
6. Global Diversity & Cross-Cultural Communication
7. Emotional Intelligence & Personality Assessment
www.elseyconsulting.com -
Emarsys Value Leaders - We are One!
Emarsys Insider
Company monthly newsletter for Emarsys North America.
Below is a link to webpage.
http://pages.emarsys.com/landing/?lid=84c80c195af52ad222f23b892b45c440
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Ohio CPA Cleveland Conference - Guest Presenter
Ohio CPA Society
Guest speaker for 800+ attendee conference in Cleveland from October 19 - 20 with presentations over Evolution of Finance and Data Analysis & BI.
Visit https://www.ohiocpa.com/quick-links/about-oscpa/advertise/ohio-accounting-show-recaps for more information.
Test Scores
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GMAT
Score: 650
First score when taking the GMAT exam in preparation for my MBA studies.
Languages
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English
Native or bilingual proficiency
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Spanish
Limited working proficiency
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German
Elementary proficiency
Organizations
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ALPFA - Association of Latino Professionals For America
Active Member
- PresentALPFA (Association of Latino Professionals For America) is the longest standing Latino organization with 72,000+ members assembled in 43 professional and more than 150 student chapters across America. Our vision is to be the premier business organization for expanding opportunities for Latino leadership in the global market.
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