Professional Summary
Professional Overview
Terry Davis is a seasoned financial executive with over 20 years of experience in the insurance and financial services industries. As the Regional CFO at AssuredPartners and the Platform CFO at AHM Insurance Group, he leverages his deep financial expertise and strategic leadership to drive operational excellence and profitability across multiple organizations.
Experience Summary
Current Roles
Regional CFO, AssuredPartners (2016 - Present)
- Oversees the financial operations and strategic planning for the company's regional businesses, ensuring alignment with overall corporate objectives.
- Provides financial analysis and advisory support to regional leadership, enabling data-driven decision-making and optimized resource allocation.
- Leads financial integration efforts for acquired companies, streamlining processes and driving synergies to enhance operational efficiency.
Platform CFO, AHM Insurance Group (2013 - Present)
- Responsible for the financial management and strategic direction of the insurance group's platform business, which provides technology and shared services to affiliated companies.
- Develops and implements financial strategies to improve profitability, cash flow, and capital allocation across the platform.
- Collaborates with business unit leaders to identify and execute on growth opportunities, ensuring financial viability and alignment with the group's overall objectives.
Career Progression
Executive VP and CFO, AHM Financial Group, LLC (2007 - 2013)
- Served as the Chief Financial Officer for the diversified financial services holding company, overseeing financial planning, reporting, and risk management.
- Played a key role in the company's strategic initiatives, including mergers, acquisitions, and new product development.
- Spearheaded the implementation of robust financial controls and reporting systems, enhancing transparency and operational efficiency.
Chief Financial Officer, American Equity Mortgage (1998 - 2007)
- Provided financial leadership and strategic guidance as the company's CFO, contributing to its growth and market positioning.
- Developed and maintained strong relationships with investors, lenders, and other key stakeholders, ensuring access to capital and resources.
- Oversaw the company's financial reporting, treasury management, and risk mitigation activities.
Academic Background
Terry Davis holds a Bachelor of Science in Accounting from the University of Missouri-Columbia, where he graduated with honors.
Areas of Expertise
- Financial planning and analysis
- Mergers, acquisitions, and integration
- Capital allocation and risk management
- Financial reporting and controls
- Insurance industry finance and operations
- Strategic leadership and business transformation
Professional Impact
Throughout his career, Terry has played a pivotal role in driving financial and operational excellence within the insurance and financial services sectors. His strategic insights, collaborative approach, and commitment to continuous improvement have consistently enabled the organizations he has served to achieve their growth and profitability goals.
Conclusion
With his extensive experience, strong financial acumen, and proven track record of success, Terry Davis is well-positioned to continue making a meaningful impact as a senior financial executive in the insurance and financial services industries.
