Scaling tips, team building and tech tools for success

Julie Oey sat down with Chris Ortega to chat about how to building finance teams that consistently perform at a high level, how to use tech for growth, and Julie gives her top scaling tips.

Key takeaways

1. Building a high-performing finance team requires recruiting people with curiosity, adaptability, and resilience
2. When building a finance team in early-stage businesses, be practical with recruiting and use networks to find motivated candidates
3. Make sure new technology works well with your existing systems and decision-making
4. Open communication and collaboration between finance and engineering teams is crucial for managing SaaS & cloud costs
5. When scaling an early-stage company, always think 12 months ahead

In This Video
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.
Julie Oey
VP FP&A at Gelato
Julie comes with a stellar background, having held senior finance positions at PENSCO Trust Company, Monzo Bank and Runa. She's a leader in building high-performing finance teams and adopting tech for growth.
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