Redefining the modern CFO

Chris Ortega and Philip Watson discuss how CFO responsibilities have expanded over time, and how to overcome challenges when pursuing efficiency and strategic growth.

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Key Takeaways

The CFO’s role has expanded outside of its traditional remit
Post-pandemic = higher expectations for finance leaders
Scaling success starts in the mind
Current challenges for finance teams? Efficiency, finding the right tech, and relationship-building across the company
Managing SaaS and cloud spend requires joining the dots in your business, plus 2 more tips

Chris Ortega

Fractional CFO, Fresh FP&A

Chris is the CEO at Fresh FP&A, a fractional CFP and advisory services company working with SMBs. He has hosted multiple Vertice interviews with finance and procurement experts.

Philip Watson

CFO at Payscale, ex-CFO at Paddle

Philip Watson's deep expertise in FP&A and go-to-market initiatives is founded in an envious track record of helping finance teams grow and businesses smash revenue objectives.

The CFO’s guide to scaling smart

Redefining the modern CFO

Key Takeaways

AI, cutting costs and optimizing SaaS

Sustainable growth, technology, and people-powered finance

Strategies for sustainable growth & automation

Building a lasting finance strategy