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Financial Services

Ensuring a growing insurance company's successful IPO

Context

A growing property and casualty insurer preparing for an IPO needed experienced hands to drive project management, S-1 filing, process automation, and public company requirements.

Value Created

Delivered a successful IPO
with PMO leadership, steering committees, and drafted S-1 filings
Sped up IPO by 1-2 weeks
via an automated close process and enhanced control environment
Strengthened controls
with documented high-risk controls and AR/AP reconciliation controls

People

VALUE LEVERS

  1. IPO project management
  2. Interim role support

HOW WE DID IT

  • Led weekly steering committee and IPO project plan
  • Provided interim role support through the IPO

Process

VALUE LEVERS

  1. Financial statement close process
  2. Accounting policies and procedures
  3. Control environment enhancement

HOW WE DID IT

  • Delivered IPO readiness and close process reports
  • Drafted technical accounting memos and policies
  • Documented high-risk controls and AR/AP GL controls

Technology

VALUE LEVERS

  1. Finance function automation
  2. Reinsurance automation

HOW WE DID IT

  • Partnered with FP&A to automate and accelerate close
  • Automated reinsurance program data and drafted policy
  • Documented procedures for new automation template