How we helped turn internal skills gaps, tight deadlines and complex reporting into clear confidence and actionable clarity
Underwriting Agencies of Australia (UAA Group)
Insurance
Newcastle, NSW
Maturity
Underwriting Agencies of Australia (UAA) is a specialist underwriting agency providing tailored insurance solutions for construction equipment, mobile plant and machinery across Australia, NZ and Singapore.
UAA was under pressure. Tight head office deadlines, high transaction volumes and a complex structure made budgeting and consolidation feel like climbing a mountain. With no internal staff ready to step in, outdated systems, and slow processes, stress levels were high – and the departure of any key team member could have derailed everything.
The demands of reporting and tight deadlines gave UAA a chance to strengthen its finance function. With no internal staff ready and outdated systems adding risk, moving the finance role external and segregating duties could improve continuity, efficiency, and accuracy. Tackling large transaction volumes and the complex structure positioned the business to meet deadlines, reduce risk, and support sustainable growth.
A dedicated Maxim team took on all the finance tasks a business this size would normally handle internally. We became a fresh set of eyes and a trusted sounding board for financial decisions, liaising directly with the parent entity’s finance team and taking ownership of tight reporting deadlines – lifting the burden. We also coordinated with bankers and ensured processes were streamlined, consistent and ready for the future.
With our support, UAA has grown from 1–2 entities to 7 entities across 4 countries, scaling its finance operations without skipping a beat. Reporting deadlines are met with ease, risk is managed and they have trusted, expert finance support to focus on growth and strategy.
“Working with Kellie has taken our business to the next level – thanks to the access and quality of input that we receive, which is unmatched in my view for a business of our size. The support from Kellie and the Maxim accounting team is critical to our growth. The quality of advice, the sounding board for ideas, and the access to expertise is fantastic.”
