Subject Matter Experts > Finance/Accounting

Insurance Accounting Consultants

Jacobson supplies experienced insurance accounting and financial consultants in a variety of disciplines to companies seeking accounting help for their insurance projects or to use as a stand-in during a permanent search. Our professionals have a proven track record of effectively managing accounting assignments related to health, life, disability, property and casualty insurance. Our clients speak very highly of our consultants. It is not uncommon for a client to find them additional project work within the company after completion of the initial assignment or sometimes to even convert them to full-time.  

All of our candidates were carefully selected with the client’s project in mind following our extensive screening process. We thoroughly evaluate each potential consultant in terms of skill set, related work experience and past performance to determine fit for each particular project. Our consultants are valuable accounting resources and an affordable alternative to traditional insurance accounting firms. Leveraging an average of 15 years of functional expertise in areas such as Statutory, GAAP and SEC, our finance and accounting consultants can quickly step in to address critical business situations.


New call-to-action


Health Insurance Accounting

Our experienced health insurance accounting consultants have the hands-on healthcare accounting knowledge and marketplace credibility necessary to step in to support critical project needs. Below is a list of just some of the functional areas we have helped support over the years.

  • Financial Analyst
  • Financial Auditor
  • GAAP Reporting
  • General Ledger
  • Interim Management
  • SEC Reporting
  • Stat Reporting
  • State Filings
  • Strategic Planning

Download Brochure

Download our interim finance leader case study.


Life Insurance Accounting

Jacobson has a vast network of life insurance accounting and financial consultants that specialize in various functions of the life and disability industry. Whatever your special project requires, Jacobson can deliver experienced insurance finance consultants with a wide range of skill sets and hands-on expertise in finance and accounting for life insurance policies. Jacobson's subject matter experts have experience in the following disciplines:

  • Expense Reporting
  • Financial Analysis
  • Financial Planning
  • General Ledger
  • IFRS
  • Internal Auditing
  • Investment Accounting
  • Mergers and Acquisitions
  • Monthly and Quarterly Financial Reporting
  • Sarbanes-Oxley (SOX) Compliance
  • Statutory
  • Tax Filing

Download Brochure

Learn how The Jacobson Group helped meet a client's desired objectives.


Casualty and Property Accountant

Are you searching for a casualty or property accountant or a tenured financial expert who can step in and complete year-end financial reporting, conduct reserve adequacy testing or perform other financial functions? Jacobson's bench of property and casualty insurance consultants encompass CPAs, former CFOs, and other tenured finance and accounting professionals, who can assist with a varity of projects. We thoroughly evaluate all consultants with the specific client assignment in mind to ensure that we provide the subject matter expert best-suited to meet our client's objectives. Our finance and accounting consultants have assisted our clients with projects including the following:

  • Enterprise Risk Management
  • Financial Reporting
  • Forensic Accounting
  • GAAP Reporting
  • General Ledger
  • Interim Management
  • Investment Accounting
  • Mergers and Acquisitions
  • Operational Streamlining
  • Reinsurance Attestation
  • Run-Offs
  • Sarbanes Oxley (SOX) Compliance
  • Statutory Reporting
  • Strategic Planning
  • Systems Conversion – Selection, Development and Implementation
  • Tax Support
  • Yellow Book

Download Brochure


Our Insurance Finance and Accounting Network

Throughout the past 45 years, we have developed an extensive network of finance and accounting insurance consultants. To learn more about the functional expertise of our consultants, visit our consultant portal or contact us.


Statutory/GAAP Manager
Life Insurance Company

Risk Manager
Corporate Risk Management Organization

Certified Pricing Professional
Pricing Expert

Mutual Insurance Organization

Financial Planning and Analysis Professional
Multi-Line Insurance Company

Investment Tax Accountant
Life Insurance Company