Members Spotlight | Albert Lee

Episode notes

In this episode of CFI Member Spotlight on FinPod, we sit down with Albert Lee, CPA, an FP&A leader, Chicago Booth MBA candidate, and founder of Axiom FP&A Partners, where he works at the intersection of finance and AI. This conversation follows Albert’s journey from PwC audit into regional FP&A leadership across APAC, and now into entrepreneurship. Albert shares how his early foundation in accounting and audit shaped the way he thinks about numbers, controls, and business performance, and why he eventually moved toward strategic finance roles where the focus shifts from explaining what happened to influencing what happens next. This episode explores the practical side of career growth in finance: how mentorship builds confidence, how leadership changes the way you see the business, and how technical skills like Excel, Power BI, Power Query, financial modeling, and scenario analysis can become a springboard into more strategic work. Albert also reflects on his experience with the FMVA and how CFI helped strengthen his modeling toolkit and confidence as he advanced in FP&A.

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