Helping Insurance Companies Achieve Financial and Operational Excellence

We work across property & casualty, life & retirement reinsurance, and InsurTech, transforming finance and operations organizations to achieve scale and operational excellence.

Future Ready Insurance Operations

Property & Causality
Life and Retirement

How We Can Help

  • CFO Services: Deliver scalable and flexible accounting, financial reporting, and audit support solutions and can assist reinsurance, investment, and other accounting teams with monthly close activities, statutory reporting, and independent pricing verification.
  • InsurTech Infrastructure: Provide industry specialists and subject matter experts in IPO readiness, technical accounting, process optimization, cybersecurity, and risk & compliance requirements.
  • Minimize Cost and Maximize Efficiency: Identify inefficiencies which allow us to implement improvements in areas such as First Notice of Loss (FNOL), reconciliations, treasury processes, and cash management.
  • Achieve SOX Compliance: Improve control environment by identifying and establishing new monitoring controls, documenting key controls, and testing existing controls.
  • Develop a Comprehensive Systems Strategy:  Select and implement software that meets current and future needs. We are an official implementation partner for cloud solutions such as Coupa, and automation solutions such as UiPath.
  • Security for Peace of Mind: Implement the right cybersecurity solution to protect PII, PCI, and company data, facilitating a growing, thriving business.
  • Value-Added Data & Analytics: Help you stand up a data governance program and establish policies and procedures.
Insurance Consulting Services

Service Offerings

Risk & Compliance >

We help your business improve the way it manages business risks and addresses complex compliance requirements.


We help you with system implementation and post-production services with expertise in SaaS and cloud technologies supporting finance and operations teams.

Business Transformation >

We help support your business and risk management functions through the delivery of process design, optimization, and selection.

Technical Accounting >

We help to stand up your finance team through simplification of processes, technical guidance, and operational assistance.

Enterprise Innovation >

We help support your business and risk management functions through the delivery of emerging automation and data capabilities and related advisory services.

Cybersecurity >

We help support your company by guiding and informing leadership on cyber risks, trends, strategy, and regulatory focus.

Meet Our Insurance Leadership Team

AML Leadership
Katie Penney


Partner Lead

Bob Michaels