Automating Financial Workflows and the Role of Human Judgment with Albert Lee

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption.

Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities.

Expect to Learn:

Why AI should be your finance copilot
How to build trusted AI workflows
When to use AI vs. Power Query
Best practices for secure AI adoption
Key skills for the future of FP&A

Here are a few relevant quotes from the episode:

"A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee
"The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert Lee

Albert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships.

Follow Albert:

Website - https://axiomfpa.com/

LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[00:00] – Trailer

[02:14] – Meet Albert Lee

[03:34] – Why Copilot?

[05:27] – AI Automation Journey

[09:47] – AI Training & Coaching

[19:51] – AI Challenges

[23:50] – AI Workflows

[28:18] – AI Governance

[31:23] – AI's Strengths & Limits

[39:40] – Career Advice & Wrap-up

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(136)

Will AI Replace Enterprise Performance Management? | David den Boer

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with David Den Boer to debate the future of enterprise performance management, Excel, and AI. They explore whether traditional EPM platf...

8 Loka 49min

When AI Does the Analysis, What Makes an FP&A Professional Valuable with Valerie Martin

In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why gr...

1 Loka 52min

The Three Foundations of Strategic FP&A with Chithra Rajagopalan

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Chithra Rajagopalan, Head of Finance at Obsidian Security, to discuss what great FP&A looks like in high-growth companies, why stro...

24 Syys 1h

Are You Solving Business Problems or Just Reporting Numbers? with Eric Alexander

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Eric Alexander about building effective FP&A functions, developing business acumen, and preparing finance professionals for leadership. Eri...

17 Syys 50min

Only 6% of Finance Teams Actually Influence Decisions | Soufyan Hamid

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Soufyan Hamid about financial storytelling, finance business partnering, and how finance professionals can move from reporting numbers to i...

10 Syys 58min

Why Your Brilliant Financial Analysis Gets Ignored: The Precision Trap with Asif Masani

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Asif Masani about his new book, The Precision Trap, and why finance teams can focus too much on accuracy and miss the decision window. Asif...

3 Syys 47min

The Budget Isn't the Goal. Building a Better Business Is with Zach & Chris

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation exp...

27 Elo 1h 2min

Should Finance Pros Be Using Vibe Coding to Build Their Own Tools? with Brock & Natalia

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Brock Beyer and Natalia Kudinova to discuss how vibe coding is changing the way finance professionals automate work and build practic...

20 Elo 58min