At Portfolio BI, strong financial stewardship is essential to scaling our business and delivering continuous value to clients. Chris Seidita, our Chief Financial Officer, has been instrumental in shaping the company’s trajectory from day one. From guiding the post-merger integration of LUX and North Point to overseeing finance, operations and HR strategy, Chris brings both structure and agility to his leadership.
In this spotlight, we speak with Chris about his professional journey, the challenges and rewards of leading financial operations across a global team, and how his metrics-based approach is driving innovation, growth and measurable success at PBI.
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Q&A with Chris Seidita
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Q: Please introduce yourself and tell us what your position is at PBI? Explain what your role entails in the day-to-day.
A: I’m Chris Seidita, the Chief Financial Officer at Portfolio BI. I’ve been with the company since its inception in 2020, when it was formed through the merger of LUX and North Point.
I oversee all financial strategies and operational efficiencies, as well as HR and legal operations.
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Q: What has your professional journey to date been, and how has that brought you to your role with PBI?
A: Prior to joining PBI, I held several senior management positions at various institutions. I knew very early in my career I wanted to pursue the CFO path. I was extremely fortunate to spend a few years working directly for the CFO at Strategic Insight, where I was the Global Head of Finance and FP&A. Her mentorship really shaped me into who I am today.
I think it’s extremely valuable to learn from the moves you make throughout your career, as both the positives and negatives become lessons that stay with you.
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Q: What appealed to you about joining PBI?
A: I would say two things. First and foremost, the value proposition that PBI maintains in the market is extremely interesting to me. Being able to get in at the start was also a unique opportunity.
Secondly, it felt like a natural progressive step for me in my career. I had been the ‘right-hand’ for some time and was ready to accept the challenge of being CFO.
Both of those things aligned, and the timing for me was right.
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Q: What are the biggest challenges you face in your role? And how do you overcome these?
A: One of the challenges I face in my role right now is having a global team, so not everyone is present together in the same time-zone. We overcome that by having a strict routine and structured deliverables. Over the years, we have fine-tuned that to what works for us. We are a lean team but have prioritized becoming efficient.
Another challenge we have faced over the last few years was bringing three different companies together and creating one consolidated vision. Over the last 12 months, we’ve made massive strides in doing exactly that.
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Q: What drives your passion and commitment to your role? What motivates you on a daily basis?
A: As an individual, I have always been motivated by success and fulfilment. I’m very attached to Portfolio BI, having been here since day one, so the mission feels very personal. I’ve aligned my own goals and objectives with that of the company, which helps motivate me to keep pushing forward.
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Q: What do you find most rewarding about your role as CFO, and how do you see it impacting the broader organization?
A: As the CFO, the decisions I make daily have a tangible impact. We see the results of those decisions in our financials or in the increased value we provide for our customers. Knowing that what I do has a very real and measured effect on the success of the company is both rewarding and highly motivating.
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Q: How do you approach balancing the need for financial prudence with fostering innovation and growth in the organization?
A: I’m fortunate to have a very committed and loyal team that works with me. Over the last five years, we’ve established some best-in-class practices. We are big on data-driven decision making, so metrics-based reporting is a daily driver. Because of this, we can evaluate the impact of various initiatives and make smarter decisions.
My team is very agile and willing to try new things. As we’ve expanded both in size and scale, we’ve had to reassess and change some of our processes and/or tools. Having the right team has played a massive part in smoothly adapting and adjusting when necessary.
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Q: Are there any books, podcasts or resources that have inspired your approach to leadership or finance?
A: Two books that have helped me as a leader are The 7 Habits of Highly Effective People by Stephen R. Covey, and then The Five Dysfunctions of a Team, by Patrick Lencioni. The first emphasizes aligning character goals with timeless principles such as integrity and empathy. The latter highlights how successful teams address and overcome dysfunctions such as trust, fear of conflict, commitment, and accountability.
Most importantly though, I have learned so much from my mentors and peers throughout my career.
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Final thoughts
As CFO, Chris Seidita plays a critical role in Portfolio BI’s ongoing evolution – blending financial discipline with a clear commitment to strategic innovation. His deep connection to the company’s founding, coupled with a pragmatic and people-focused leadership style, enables him to navigate complexity while keeping the business agile and forward-looking.
Whether it’s steering multi-system ERP transformations, fostering a culture of metrics-driven decision-making, or mentoring the next generation of finance leaders, Chris continues to leave a lasting mark on PBI’s growth story. With a strong foundation and ambitious plans ahead, his leadership will remain central to the company’s long-term success.
Stay tuned for more team spotlights as we continue to highlight the people powering innovation at Portfolio BI.
