Finance professionals in Insurance
Controllers at Pinion Insurance, Sompo, Universal Insurance Holdings, Convex Insurance and AXIS are paired in this insurance finance group with current or former FP&A and finance directors at CNA Insurance, Pekin Insurance, Arch Insurance Group Inc., Zurich North America and Aon. Lloyd's, Beazley, Hiscox and Aviva also appear, so the group suits insurers building budgets across lines of business, preparing statutory reports or replacing a finance system.
Professionals to explore
Brian Sullivan
LinkedInExperience: Former Senior Finance Director · Aon
Detailed budgets for a group with annual revenue exceeding $500M are what Brian Sullivan describes developing, a fit for insurance budgeting questions. Brian was Senior Finance Director at Aon from 2006 until 2024 and Controller at Aon - FFG Insurance Company and Citadel Insurance Company (2006–2009), and at CNA Insurance was Accounting Director (1999–2005) and Accounting Manager (1987–1999).
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Cindy Chu
LinkedInExperience: SVP, Finance Director · Arch Insurance Group Inc.
SVP, Finance Director at Arch Insurance Group Inc. since 2024 and a certified public accountant, Cindy Chu held VP, Finance (2021–2024) and AVP, Finance (2018–2021) there. Cindy was PMO Lead (2017–2018) and Senior Accountant (2012–2017) at AIG and cites external reporting and key controls work, so business unit finance and reporting questions fit.
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Doug Sluser
LinkedInExperience: Director of Financial Planning · Pekin Insurance
At Pekin Insurance, Doug Sluser has been Director of Financial Planning since 2023, a title also held there in 2020–2021 alongside Accounting Project Manager (2016–2021). Doug was Controller at Precision Planting (2021–2023) and Corporate Controller at Nudo (2013–2016), and cites cost accounting, budgeting and financial statement analysis, a fit for insurer budgeting questions.
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Greg Garside
LinkedInExperience: SVP Group Controller · Sompo
Insurance linked securities and property and casualty insurance are among the areas Greg Garside lists, as SVP Group Controller at Sompo since 2021 and VP Controller and CFO of Blue Capital there (2002–2021). That makes Greg a fit for questions on group control and on finance for insurance linked securities.
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Hemang Rawal
LinkedInExperience: Global Financial Controller · Convex Insurance
Group reporting and control questions suit Hemang Rawal, Global Financial Controller at Convex Insurance since 2023. At Hiscox, Hemang was Director of Group Finance (2020–2023) and Head of Group Financial Reporting and Control (2018–2020), and at Aviva Interim Chief Accountant, Aviva International Insurance & CFO Aviva Re (2017–2018) and Head of Finance (2002–2012).
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Kathryn Edwards
LinkedInExperience: Group Financial Controller · Pinion Insurance
Group Financial Controller at Pinion Insurance since 2026, Kathryn Edwards was Chief Accountant (2023–2026) and Head of Finance Transformation (2021–2023) at Lloyd's, where Kathryn sat on the senior leadership team. At Beazley, Kathryn was Head of External Reporting (2017–2021) and Corporate Finance Manager (2014–2017), a fit for questions on insurance financial reporting and finance transformation.
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Kelley Anglin
LinkedInExperience: Finance Controller NA Insurance · AXIS (AXIS Capital)
Kelley Anglin's AXIS (AXIS Capital) titles are Finance Controller NA Insurance since 2023, Finance Operations Manager since 2020, Contractor - Finance (2019–2020), Finance Systems - Financial Systems Manager (2014–2019) and Finance - Vice President (2008–2014). Kelley cites system implementations including Workday, Oracle Financials and Duck Creek, a fit for finance system replacement questions.
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Kevin Puleo
LinkedInExperience: Director of Financial Planning and Analysis · CNA Insurance
Kevin Puleo's CNA Insurance titles run from Finance Leadership Rotational Program (2016–2018) and Senior Analyst - Investments FP&A (2018–2019) through Senior Analyst - LTC FP&A (2019–2020) and Financial Consultant - LTC FP&A (2020–2022) to Director of Financial Planning and Analysis since 2022. The LTC and investments FP&A roles make Kevin a fit for LTC and investments FP&A questions.
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Rebecca Helkowski
LinkedInExperience: Finance Director - National Accounts Multinational BU · Zurich North America
As strategic finance partner briefing leadership on projected outcomes, Rebecca Helkowski has been Finance Director - National Accounts Multinational BU at Zurich North America since 2026. Earlier Zurich North America titles were Director, Process & Controls Transformation - Finance (2024–2025), Director, Process Modeling and Analytics - Business Transformation (2022–2024) and AVP, Business Practices and Project Consultant - Business Transformation (2017–2022).
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William Joyce
LinkedInExperience: SVP of Finance & Statutory Controller · Universal Insurance Holdings, Inc. (NYSE: UVE)
William Joyce has been SVP of Finance & Statutory Controller at Universal Insurance Holdings, Inc. (NYSE: UVE) since 2011 and was Chief Financial Officer & Treasurer at Seminole Casualty Insurance Company (2007–2011). William was Director of Accounting at Bristol West Insurance Group/Farmers Insurance (2001–2007) and cites statutory reporting and SOX compliance, the closest fit for statutory reporting questions.
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Choose the right perspective
For budgets and forecasts, Kevin Puleo, Doug Sluser and Brian Sullivan have the closest planning titles, and Rebecca Helkowski and Cindy Chu cover business unit finance at Zurich North America and Arch Insurance Group Inc. Statutory and SOX reporting questions suit William Joyce, group reporting suits Kathryn Edwards and Hemang Rawal, Greg Garside fits insurance linked securities, and Kelley Anglin finance systems such as Workday, Oracle Financials and Duck Creek.
Questions to take into the conversation
- 01How do you set an expense budget when premium volume depends on rate changes you can't see yet?
- 02How do you allocate shared costs across lines of business so pricing reflects true expense ratios?
- 03Which parts of statutory and GAAP reporting are hardest to keep aligned during a finance system replacement?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.