Albert Lee
AI for finance coach for senior finance professionals and CFOs
| Hourly rate range | $60 to $140 an hour |
|---|---|
| Focus areas | Business financesStrategy and decision making |
| Works with | Executives and Professionals |
| Also coaches | Executive coach and Career coach |
| Sessions | Online |
| Credentials | CPA; MBA in progress at Chicago Booth |
Albert Lee is a coach who teaches senior finance professionals how to use AI in their daily work. He is a CPA and former PwC team member with 12 years in finance. He has coached more than 200 CFOs and senior finance leaders on AI. He has also delivered AI training to AllianzGI and CFA Society. He also runs Axiom FP&A, which builds AI workflows for finance teams.
What Albert helps with
Albert helps finance leaders bring AI into FP&A and CFO work. He focuses on practical projects that use real financial data.
- Using AI agents in FP&A and CFO work
- Automating recurring finance reports
- Building AI workflows for finance teams
- Strengthening financial models
- Improving automated reporting outputs
- Applying AI tools to real financial data
Who Albert works with
Albert works with senior finance professionals, including CFOs and other finance leaders. His clients want to use AI in their FP&A and CFO functions. He has also trained teams at large institutions and professional bodies.
How Albert works
Albert coaches inside the AI Finance Club, which runs a 6-week curriculum. He reviews 5 to 10 practical AI finance projects each week. He gives feedback through video walkthroughs on Loom or Tella. He adds written summaries made with custom GPTs. He also suggests ways to improve financial models and automated reports.
Background and qualifications
Albert is a CPA with 12 years in finance. He worked at PwC and later held FP&A roles. There he cut 14 hours of monthly manual work in China reporting. He is doing his MBA at Chicago Booth. He coaches at AI Finance Club and runs Axiom FP&A.
Albert Lee pricing
Programs and services
- 6-week AI finance curriculum at AI Finance Club
- Weekly project feedback with video walkthroughs
- AI training for finance teams and institutions
Albert Lee reviews
Albert Lee has a 5.0 out of 5 rating from 36 reviews on Leland, as of September 2026.
The CoachVouch take
He learned AI workflows by automating finance reports himself, including pulling ERP data into Excel with a Python connector.
Best for senior finance professionals who want to use AI to automate FP&A and reporting work.
Common questions
How much does Albert Lee charge?
Coaching with Albert runs $60 to $140 an hour. Request an intro for an exact quote.
What does Albert Lee help with?
Albert Lee helps with using AI agents in FP&A and CFO work, automating recurring finance reports, building AI workflows for finance teams and strengthening financial models.
Does Albert Lee coach online?
Sessions are online.
Does Albert Lee have reviews?
Albert Lee has a 5.0 out of 5 rating from 36 reviews on Leland, as of September 2026.
Is Albert Lee certified?
Albert Lee lists: CPA; MBA in progress at Chicago Booth.
Has Albert Lee trained large organizations?
Yes. He has delivered AI training to AllianzGI and to CFA Society.
How does feedback work in Albert's program?
He gives video walkthroughs and written summaries on weekly AI finance projects. The program runs for 6 weeks.
How do I contact Albert Lee?
Request an intro on this page. It's free, and we'll connect you with Albert and, if you want, 2 or 3 similar coaches to compare.
Similar coaches to compare
Tick "Compare" on any coach to add them to your intro request.
Zac Barber
Zac Barber is a commercial real estate financing coach who helps developers and property investors structure their loans. He is an Executive Director at Bonneville Real Estate Capital and has 20 years in commercial real estate finance. He started as a runner and moved through servicing, underwriting and production roles. He has placed billions of dollars in loans across the United States and has worked with more than 100 real estate clients.
Amanda Brink
Amanda Brink is a financial coach who runs Mindful Money Studio. She helps people who earn good money but still feel stress and worry about it. She also coaches small business owners on their business finances. Her work starts with learning a client's story, how their life runs and how their business runs. She has studied and tried almost every financial framework over the last 20 years.
Andrea Russell
Andrea Russell is a Profit First coach who helps interior designers keep more of the money they make. She is a certified Profit First Professional and an experienced bookkeeper. She also holds an Advanced QuickBooks ProAdvisor certification. Her P.R.O.F.I.T Accelerator Program teaches designers to manage their finances with confidence. She also works with home decorators and home stagers. She runs a Facebook community that shares weekly money strategies.
Bevin Morgan
Bevin Morgan is a debt and financial coach who helps Black female entrepreneurs with personal and business money. Bevin holds an MBA and is a Certified Financial Coach and Certified Life Coach. Clients follow a 4 pillar process that starts with financial mindset and ends with a step-by-step plan for business and personal finances. Bevin uses Motivational Interviewing to meet clients where they are.
Browse related
Last updated September 2026. Request a correction.