Managing Director, Insurance Transformation & AI

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.

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,…