Our advisors bring insurance-specific expertise to leadership transitions, system implementations, regulatory obligations, and audit findings. Available when you need them, sized to the situation.
Financial and operational problems rarely stay contained to one area. A leadership gap creates a reporting gap. A system transition surfaces a compliance risk. A new regulation arrives in a department already stretched thin.
Our Financial and Operations Advisory practice brings together the technical, regulatory, operational, and governance depth to address what is in front of you. Without a long search, without a heavy contract, and without a ramp period before the work starts.
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Leadership transitions and capacity challenges, when critical work can't wait for the right hire.
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System modernization, when the project plan covers the technology but not the team.
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Regulatory change and complex reporting demands, when new requirements don't pause the old ones.
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For high-priority initiatives that require targeted knowledge or perspective, we provide experienced resources to help guide planning and execution.
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Internal control and governance gaps, when the work changed but the controls didn't.
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Strategic projects without senior-level support, approved by everyone and carried by no one.
Explore how leaders respond when high-stakes work calls for more time, knowledge, or capacity than the organization has available.
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Access experienced finance leadership for key transitions, planning needs, and executive-level initiatives. From interim CFO and Controller support to succession planning, board consulting, budgeting, forecasting, and market analysis, we work as an extension of your leadership team. For insurance organizations, we also support third-party relationship management with MGAs, TPAs, reinsurers, and regulators.
Keep core finance work moving with support for reporting, accounting operations, cash management, technical accounting, and audit preparation. Our team assists with STAT and GAAP statement preparation, ledger maintenance, treasury and cash flow modeling, actuarial data support, and accounts receivable and payable operations. We also provide technical accounting research, position memos, and readiness support for financial statement, regulatory, and operational audits.
Meet regulatory, governance, and oversight obligations with support from advisors who understand the insurance and nonprofit environments. We assist with required filings, regulatory liaison activities, examination support, corporate governance structure, and board-level compliance obligations. Our work may include annual statements, RBC, BCAR, ORSA, UCAA, GCC, state-specific submissions, insurance data calls, Form 990, charitable registrations, and other required reporting.
Improve how work gets done across finance, operations, and reporting. Our team supports change management, workflow redesign, back-office efficiency efforts, AI assessment and deployment, system strategy, core system implementation, and legacy platform decommissioning. We also help develop data warehouses, analytics dashboards, and business intelligence solutions that give leaders better access to the information they need.
Support transaction decisions with industry-focused due diligence, quality of earnings reviews, financial modeling, and post-close integration support. We help buyers, sellers, and investors evaluate financial performance, understand risk, and prepare for the finance, reporting, and operational needs that follow a transaction.
Strengthen reinsurance accounting processes with support for treaty review, bordereaux management, settlement activity, data flows, and calculations. We help organizations reduce manual effort, improve documentation, and support more reliable reinsurance workflows without forcing a full system replacement. Our team can also serve as a liaison with MGAs, TPAs, brokers, and reinsurers.
We do not arrive with a fixed team or a standard engagement model. One senior advisor, a focused team, or a full bench: the structure follows from what the work requires.
Your team leads and your timelines drive the engagement. We provide the depth they need to keep moving without handing the work off to an outside process.
Our advisors bring insurance-specific expertise to each engagement from day one. The regulatory context, operational norms, and reporting environment are already in place.
years serving insurance organizations, with specialized teams to navigate the industry's unique regulatory expectations, reporting requirements, and operational landscape.
years of niche-focused experience, with nonprofit teams committed to supporting foundations and associations of various sizes and complexities.
insurance clients nationwide, spanning property and casualty, life, health, title, reinsurance, captives, and MGAs.
nonprofit clients nationwide, including CDFIs, PACs, member organizations, professional societies, religious, arts & cultural, and social service organizations.
largest auditor of P&C insurers nationwide. Deep familiarity with governance and oversight expectations, and active involvement in the AICPA, NAIC, and IASA to keep our teams close to the issues affecting insurance leaders.
Participation in organizations such as the AICPA, NAIC, IASA, ASAE, and Association Forum keeps our team close to the issues affecting insurance and nonprofit leaders.
Our experts work alongside leadership teams to assess needs, inform decisions, and provide guidance when specialized knowledge is required.
Principal, Financial and Operations Advisory Lead
Partner
Partner
Managing Partner
Partner
Partner
Our partners are consistently members of the AICPA Insurance Expert Panel, which brings together CPA leaders to address key issues affecting insurance audit and attest matters.
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Our partners are consistently members of the AICPA Insurance Expert Panel, which brings together CPA leaders to address key issues affecting insurance audit and attest matters.
READ MORE →
Our partners are consistently members of the AICPA Insurance Expert Panel, which brings together CPA leaders to address key issues affecting insurance audit and attest matters.
READ MORE →
Our partners are consistently members of the AICPA Insurance Expert Panel, which brings together CPA leaders to address key issues affecting insurance audit and attest matters.
READ MORE →
When leadership transitions, system implementations, regulatory obligations, or strategic priorities create more work than your team can absorb, our advisors bring insurance-specific expertise and the capacity to carry what your organization cannot.
Ready to discuss where Johnson Lambert can help?
Submit an RFP or reach out to our team today.