industry
Financial Services

Ensuring a growing insurance company’s successful IPO

Key metrics:
  • IPO readiness
Value levers pulled:
  • Financial statement close process
  • Finance function automation
  • Accounting policies and procedures
  • Interim role support​​​​

Picture this...

You’re an established and growing diversified property and casualty insurance company preparing for an initial public offering. You need a financial statement close process assessment to start, but you really need experienced hands to drive project management, S-1 filing, process automation, and all subsequent public company requirements.

You turn to Accordion.

We prepare you for a successful IPO by:

  • Developing an IPO project management plan, assisting with model projections, delivering an IPO readiness report, and leading the weekly steering committee, and sourced and drafted S-1 filings.
  • Working with FP&A team for process efficiency and control enhancement to accelerate close, then delivering financial statement close process report.
  • Providing accounting guidance and drafting technical accounting memos, documenting high risk controls, creating GL controls for AR and AP reconciliations, and developing policy for expense accruals.
  • Automating reinsurance program by assessing materiality, drafting policy, and automating data, as well as documenting

Your value is enhanced.

The most important thing: you have a successful IPO. Almost as important? You got there 1-2 weeks quicker than anticipated with a now automated close process, enhanced control environment, and completed (and accurate) S-1 filing.

Enhanced value:

You reap multiple benefits, including:

  • IPO readiness
  • Financial statement close process
  • Finance function automation
  • Accounting policies and procedures
  • Interim role support