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Job description
Description & Requirements
Forvis Mazars is seeking a leader with deep insurance transformation experience to help grow and expand our Financial Services consulting practice. This role is for an executive-level consulting leader who has experience advising insurance entities, including P&C, Life, Health Specialty, and Reinsurance carriers on enterprise transformation, operating model modernization, AI-enabled workflow reinvention, core platform modernization, and Office of the CFO transformation.
You will serve as a market-facing insurance transformation leader, growing and owning executive client relationships, originating and shaping complex transformation opportunities, and leading multidisciplinary teams across strategy, operations, finance, data, technology, and AI. This leader will help clients modernize underwriting, claims, policy, billing, finance, and analytics capabilities while building a differentiated Insurance Transformation + AI offering for the broader Financial Services Insurance practice.
What You Will Do:
Client Advisory & Executive Engagement Leadership
Build and grow our insurance transformation consulting business in the US in partnership with consulting and insurance executive leadership.
Lead C-suite advisory engagements with insurance CEOs, CFOs, COOs, CIOs, Chief Claims Officers, Chief Underwriting Officers, and business unit leaders
Advise insurance executives on transformation strategy, investment roadmaps, operating model redesign, AI adoption, and value realization
Translate complex insurance economics, regulatory pressures, technology constraints, and data challenges into clear executive recommendations
Build and serve as the primary relationship owner for select insurance clients in the New York City and Northeast markets
Insurance Strategy & Operating Model Transformation
Lead enterprise transformation initiatives across P&C, Life, Health, Specialty, and Reinsurance carriers, including underwriting, claims, policy administration, billing, distribution, and servicing
Redesign target operating models spanning shared services, centers of excellence, outsourcing, managed services, governance, talent, process, and technology enablement
Diagnose current-state performance issues including leakage, rework, cycle-time drivers, manual effort, data quality gaps, control weaknesses, and customer experience friction
Help clients modernize core insurance processes such as FNOL, coverage and causation review, investigation/SIU, subrogation, litigation management, vendor orchestration, recovery, underwriting triage, submission intake, policy servicing, billing, and producer/customer workflows
Connect transformation roadmaps to measurable outcomes including profitable growth, loss and LAE reduction, expense efficiency, stronger controls, improved cycle times, and better policyholder, claimant, agent, and employee experience
AI, Data & Intelligent Workflow Transformation
Shape AI-enabled and agentic AI transformation opportunities that move beyond pilots into governed, production-scale operating capabilities
Design intelligent workflows that combine document ingestion, policy and coverage retrieval, summarization, decision support, exception triage, recommendations, and human-in-the-loop controls
Partner with data, engineering, architecture, risk, compliance, and business teams to embed AI into underwriting, claims, finance, operations, and customer-facing processes
Establish explainable, auditable, regulator-ready AI governance models aligned with model risk, privacy, security, compliance, and controllership expectations
Translate AI and automation capabilities into executive-level business cases, ROI models, capability roadmaps, adoption plans, and benefits realization structures
Office of the CFO & Finance Transformation
Lead insurance Office of the CFO transformation across Record-to-Report, controllership, close and consolidation, FP&A, forecasting, scenario modeling, Order-to-Cash, Procure-to-Pay, and shared services
Help CFOs, CAOs, and finance executives improve close-cycle performance, financial data quality and lineage, forecast accuracy, auditability, governance, productivity, and decision support
Connect finance transformation to insurance value drivers including claims cost, reserves, underwriting profitability, premium growth, commissions, reinsurance, statutory and management reporting, and actuarial inputs
Develop finance + AI use cases such as journal entry copilots, reconciliation exception triage, flux and variance analysis, policy/accounting knowledge copilots, predictive forecasting, and driver-based planning
Practice Growth & NYC Market Leadership
Drive business development for the Insurance Transformation practice, including market sensing, opportunity identification, account planning, proposal development, solution shaping, pricing, and deal strategy
Build and maintain senior executive relationships across the NYC insurance ecosystem, including carriers, reinsurers, InsurTechs, and strategic technology partners
Create repeatable go-to-market assets including transformation playbooks, AI-enabled insurance workflow accelerators, operating model frameworks, CFO transformation assets, value realization models, and industry points of view
Within Insurance, Partner with Technology, Data & AI, Risk, Tax, Audit, and Consulting leaders to bring integrated solutions to market
Represent Forvis Mazars externally through client events, industry forums, knowledge creation, and market-facing executive conversations
Team Leadership & Delivery Excellence
Lead cross-functional engagement teams across strategy, operations, finance, data, technology, risk, compliance, and change management
Own end-to-end delivery across assessment, strategy, design, pilot, implementation, scale, adoption, and benefits realization
Manage engagement economics, delivery quality, executive governance, risk management, stakeholder alignment, and client outcomes
Coach and develop partners, directors, senior managers, managers, and consultants while building the next generation of insurance transformation leaders
Promote a high-quality, inclusive, collaborative, commercially disciplined, and innovation-oriented team culture
Minimum Qualifications:
Bachelor's Degree
15+ years of insurance consulting and/or insurance industry experience, including leading large-scale transformation programs for P&C, Life, Health, Specialty, and Reinsurance carriers.
Proven success as a Partner, Managing Director, Executive Director, or comparable market-facing leader with responsibility for business development, opportunity origination, client relationship management, account growth, revenue generation, and delivery excellence.
Deep expertise advising insurance clients across core functional areas such as claims, underwriting, policy administration, billing, finance, actuarial, distribution, customer experience, operations, data, and technology modernization.
Demonstrated ability to sell, shape, and deliver complex transformation initiatives spanning business strategy, operating model design, process transformation, data and analytics, AI/GenAI, intelligent automation, cloud, and core platform modernization.
Executive presence and credibility with C-suite stakeholders, with the ability to navigate ambiguity, build consensus, and translate strategy into execution.
Prior experience at a leading consulting firm or equivalent advisory organization.
Preferred Qualifications:
MBA, CPA, CFA, CPCU, ARM, AIC, technology, data, analytics, or insurance certificiations
Knowledge of insurance platforms and ecosystems, including Guidewire, Duck Creek, Majesco, Salesforce, cloud/data platforms, workflow tools, and emerging InsurTech solutions.
#LI-DSM, #LI-CHI, #LI-NYC
#LI-BS
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 250,000
NY Maximum Salary (USD)
$ 450,000
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$
IL Maximum Salary (USD)
$
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.