Member: Albert Lee, CPA

Top Skills

Data Transformation

Led data transformations to improve gross margins, achieving a multiyear peak of 46%.

AI and Data-Driven Decision Making

Builds real-time decision dashboards by eliminating manual reporting friction using AI.

CPA

Certified Public Accountant with comprehensive audit and advisory experience.

About Albert

Bio

[Headline / Top of Bio]
Fractional CFO | Managed US$1.5B+ ARR Portfolios | Chicago Booth MBA
I help Founders and PE-backed CEOs move from "Data Friction" to "Strategic Clarity."

[Core Proposition]
With 13+ years of leadership (ex-PwC), I build "Future-State" finance functions that are 80% automated. My methodology reduces manual reporting "grunt work" so you can focus on 100% runway visibility.

[Key Career Highlights]

Scale Authority: Directed financial operations for a US$1.5B+ ARR retail asset portfolio in China (Wharf).
Margin Peak: Led a data-driven turnaround driving gross margins to a multi-year peak of 46%.
AI Implementation: I leverage n8n, SQL, and LLMs to replace messy spreadsheets with real-time decision dashboards.

[Call Me to Discuss]
12-Week Cash Flow: Real-time runway tracking and "Red Zone" alerts .
Unit Economics: Identifying exactly which products or channels are burning cash.
Series A Readiness: Building investor-ready data rooms and financial models .
Finance Automation: Cutting manual data work by 80% using the AI Friction Index.

Company

Axiom FP&A Partners

Elevator Pitch

I’m Albert, founder of Axiom. We help funded startups and PE-backed firms eliminate 'Runway Blindness' by building institutional-grade finance functions. My methodology is rooted in managing US$2B ARR (16B RMB) retail portfolios and delivering 46% gross margin peaks for global manufacturers. At Axiom, we use AI-augmented FP&A to automate 80% of manual data friction, providing founders with 100% financial clarity in under 30 days

Industry

Finance

Website

https://www.linkedin.com/company/110227446/

Team Size

Just Me/Co-Founders

Funding Stage

Unsure

Funding Raised

None/Bootstrapped

Annual Revenue

$0 to $100k

Skills

Skill	Strength	Explanation
Data Transformation	100	Led data transformations to improve gross margins, achieving a multiyear peak of 46%.
AI and Data-Driven Decision Making	100	Builds real-time decision dashboards by eliminating manual reporting friction using AI.
CPA	100	Certified Public Accountant with comprehensive audit and advisory experience.
Portfolio Management	100	Managed financial operations for a multi-billion retail asset portfolio in Mainland China.
Cash Flow Modeling	100	Expert in 12-week cash flow modeling to understand financial health and predict 'Red Zones.'
Fractional CFO Services	100	Provides AI-driven fractional CFO services for e-commerce and growth-stage SMEs.
Unit Economics & Contribution Margin Analysis	100	Identifies product and channel cash flow issues through detailed economic analysis.
Founder	100	Founded Axiom FP&A Partners to provide AI-driven financial services.
Financial Strategy	100	Over 13 years of experience in financial leadership, specializing in strategic financial decisions.
Professional Coach	90	Program Coach at AI Finance Accelerator, mentoring finance professionals.
Industry Knowledge - Retail	90	Extensive experience managing retail asset portfolios in China with Wharf.
Finance Automation	85	Develops systems to reduce manual data work by 80% using automation tools like n8n, SQL, and LLMs.
Fundraising & Board Readiness	85	Creates institutional-grade financial decks and data rooms for successful fundraising.
Industry Knowledge - Consumer Goods	85	Optimized financial operations for a global consumer goods manufacturer.
n8n	80	Leverages n8n for automation in financial reporting and data management.
SQL	80	Utilizes SQL for building automated financial systems and reporting.

Enhancing skills in business administration and financial leadership.