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Albert Lee, CPA
Fractional CFO | $2B+ ARR Portfolio | Chicago Booth MBA
Founder @ Axiom FP&A Partners · HK
Open to advisory
Leadership & Strategy
Makes warm intros to
5
Hours / month
About Albert
[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
www.linkedin.com/company/110227446
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
Funding Stage
Unsure
Funding Raised
None/Bootstrapped
Team Size
Just Me/Co-Founders
Annual Revenue
$0 to $100k
Founded
2025
Industry
Finance
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.
Portfolio Management
Managed financial operations for a multi-billion retail asset portfolio in Mainland China.
Cash Flow Modeling
Expert in 12-week cash flow modeling to understand financial health and predict 'Red Zones.'
Fractional CFO Services
Provides AI-driven fractional CFO services for e-commerce and growth-stage SMEs.
Unit Economics & Contribution Margin Analysis
Identifies product and channel cash flow issues through detailed economic analysis.
Founder
Founded Axiom FP&A Partners to provide AI-driven financial services.
Financial Strategy
Over 13 years of experience in financial leadership, specializing in strategic financial decisions.
Professional Coach
Program Coach at AI Finance Accelerator, mentoring finance professionals.
Industry Knowledge - Retail
Extensive experience managing retail asset portfolios in China with Wharf.
Finance Automation
Develops systems to reduce manual data work by 80% using automation tools like n8n, SQL, and LLMs.
Fundraising & Board Readiness
Creates institutional-grade financial decks and data rooms for successful fundraising.
Industry Knowledge - Consumer Goods
Optimized financial operations for a global consumer goods manufacturer.
n8n
Leverages n8n for automation in financial reporting and data management.
SQL
Utilizes SQL for building automated financial systems and reporting.
Experience
job
Founder
Axiom FP&A Partners
Providing AI-driven Fractional CFO services for global eCom and growth-stage SMEs.
Founded Axiom to deliver innovative financial solutions.
job
FP&A Manager
The Cookware Company
Optimized global B2B/DTC margins and stood up automated FP&A frameworks.
Led data transformation to peak margin performance.
job
Senior Associate
PwC
Led audit and advisory engagements for complex multinational entities.
Oversaw audit processes and advised on strategic decision-making.
job
Assistant Manager
Wharf China
Managed financial strategy for a multi-billion retail asset portfolio.
Spearheaded financial operations across thousands of retail points.
education
MBA Candidate
Chicago Booth
Pursuing MBA with expected graduation in 2026.
Enhancing skills in business administration and financial leadership.