Insurance
Finance professionals in Insurance
These ten finance professionals have held FP&A, financial planning, controller and finance director roles in the insurance industry. A reader can learn how insurance finance teams build budgets and forecasts, close and report results, and weigh operating tradeoffs with business leaders.
Professionals to explore
01—10Brian Sullivan
LinkedInExperience: Senior Finance Director · Aon
Former Senior Finance Director at Aon (2009–2024). The highlight describes accounting and finance leadership in insurance, reinsurance and financial services, including developing a detailed financial budget for a group with annual revenue exceeding $500M. Other listed roles include Senior Finance Director at Aon (2006–2024), Controller at Aon - FFG Insurance Company and Citadel Insurance Company (2006–2009), Accounting Director at CNA Insurance (1999–2005) and Accounting Manager at CNA Insurance (1987–1999).
Cindy Chu
LinkedInExperience: SVP, Finance Director · Arch Insurance Group Inc.
SVP, Finance Director at Arch Insurance Group Inc. since 2024. The highlight cites experience in financial analysis and reporting, external reporting and project management. Other listed roles include VP, Finance at Arch Insurance Group Inc. (2021–2024), AVP, Finance at Arch Insurance Group Inc. (2018–2021), PMO Lead at AIG (2017–2018) and Senior Accountant at AIG (2012–2017).
Doug Sluser
LinkedInExperience: Director of Financial Planning · Pekin Insurance
Director of Financial Planning at Pekin Insurance since 2023. The highlight cites 20 years of experience in cost accounting, budgeting, standard costing and financial statement analysis. Other listed roles include Director Of Financial Planning at Pekin Insurance (2020–2021), Accounting Project Manager at Pekin Insurance (2016–2021), Controller at Precision Planting (2021–2023) and Corporate Controller at Nudo (2013–2016).
Greg Garside
LinkedInExperience: SVP Group Controller · Sompo
SVP Group Controller at Sompo since 2021. The highlight describes a history of working in the insurance industry, with skills including Insurance Linked Securities and Property & Casualty Insurance. Other listed roles include VP Controller and CFO of Blue Capital at Sompo (2002–2021).
Hemang Rawal
LinkedInExperience: Global Financial Controller · Convex Insurance
Global Financial Controller at Convex Insurance since 2023. The highlight describes Convex Insurance as an insurance company. Other listed roles include Director of Group Finance at Hiscox (2020–2023), Head of Group Financial Reporting and Control at Hiscox (2018–2020), Interim Chief Accountant, Aviva International Insurance & CFO Aviva Re at Aviva (2017–2018) and Head of Finance at Aviva (2002–2012).
Kathryn Edwards
LinkedInExperience: Group Financial Controller · Pinion Insurance
Group Financial Controller at Pinion Insurance since 2026. The highlight headline reads Strategic Finance Leader, Transforming Insurance Industry Finance. Other listed roles include Chief Accountant at Lloyd's (2023–2026), Head of Finance Transformation at Lloyd's (2021–2023), Head of External Reporting at Beazley (2017–2021) and Corporate Finance Manager at Beazley (2014–2017).
Kelley Anglin
LinkedInExperience: Finance Controller NA Insurance · AXIS (AXIS Capital)
Finance Controller NA Insurance at AXIS (AXIS Capital) since 2023. The highlight cites corporate accounting, monthly and quarterly closings, management and statutory reporting, and system implementations such as Workday, Oracle Financials and Duck Creek. Also Finance Operations Manager at AXIS (AXIS Capital) since 2020. Other listed roles include Contractor - Finance at AXIS (AXIS Capital) (2019–2020), Finance Systems - Financial Systems Manager at AXIS (AXIS Capital) (2014–2019) and Finance - Vice President at AXIS (AXIS Capital) (2008–2014).
Kevin Puleo
LinkedInExperience: Director of Financial Planning and Analysis · CNA Insurance
Director of Financial Planning and Analysis at CNA Insurance since 2022. The highlight notes a promotion in place in the LTC FP&A consultant role, with responsibilities expanded to managing a team of two analysts. Other listed roles include Financial Consultant - LTC FP&A at CNA Insurance (2020–2022), Senior Analyst - LTC FP&A at CNA Insurance (2019–2020), Senior Analyst - Investments FP&A at CNA Insurance (2018–2019) and Finance Leadership Rotational Program at CNA Insurance (2016–2018).
Rebecca Helkowski
LinkedInExperience: Finance Director - National Accounts Multinational BU · Zurich North America
Finance Director - National Accounts Multinational BU at Zurich North America since 2026. The highlight says the current role delivers advanced financial analysis and modeling and leads preparation of reporting and analysis that brief leadership teams on projected outcomes. Other listed roles include Director, Process & Controls Transformation - Finance at Zurich North America (2024–2025), Director, Process Modeling and Analytics - Business Transformation at Zurich North America (2022–2024) and Executive Director, ZNA Women's Innovation Network (WIN) at Zurich North America (2022–2023).
William Joyce
LinkedInExperience: SVP of Finance & Statutory Controller · Universal Insurance Holdings, Inc. (NYSE: UVE)
SVP of Finance & Statutory Controller at Universal Insurance Holdings, Inc. (NYSE: UVE) since 2011. The highlight cites familiarity with preparing financial statements and budgets, regulatory and statutory reporting, and Sarbanes-Oxley compliance. Other listed roles include Chief Financial Officer & Treasurer at Seminole Casualty Insurance Company (2007–2011), Director of Accounting at Bristol West Insurance Group/Farmers Insurance (2001–2007) and Internal Audit Manager at Bristol West Insurance Group/Farmers Insurance (2001–2002).
Choose the right perspective
Match the person's role type to your question: FP&A and financial planning leaders for budgets and forecasts, controllers for close, statutory and regulatory reporting, and finance directors for business-unit tradeoffs. Check whether the relevant role is current or past and which line of business or region it covered.
Questions to take into the conversation
- 01How did you build the annual budget and forecast for an insurance business, and which assumptions moved the numbers most?
- 02What changed in your close and reporting process when statutory, regulatory and management reporting all had to come out of the same books?
- 03Tell me about a time two business units wanted the same budget. How did finance decide, and what evidence settled it?
Reaching finance professionals in Insurance
How can I contact one of these finance professionals in Insurance?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Aon, Arch Insurance Group Inc. and Pekin Insurance, based on profile data retrieved on October 1, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach finance professionals in Insurance?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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