Members Spotlight | Albert Lee

Members Spotlight | Albert Lee

From FinPod by Corporate Finance Institute

March 24, 2026 · 32 min · Episode 212

About this episode

Albert Lee discusses his journey in finance, from audit to entrepreneurship, and shares insights on career growth and the integration of AI in finance.

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. We also discuss Albert’s decision to pursue an MBA at Chicago Booth, what he’s gained from…

People in this episode

Guest: Albert Lee

Topics covered

  • career growth in finance
  • mentorship
  • strategic finance
  • entrepreneurship
  • AI in finance
  • financial modeling

Keywords

  • FP&A
  • finance
  • AI
  • mentorship
  • Excel
  • financial modeling
  • Chicago Booth
  • entrepreneurship

Mentioned in this episode

Organizations: Axiom FP&A Partners, PwC, Chicago Booth, CFI

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