Certified Financial Examiner (Contract)

Lewis & Ellis Inc. • Plano, TX

41d • Remote

About The Position

New Year, New Role? Bring your expertise to Lewis & Ellis as a Certified Financial Examiner (CFE). Are you a CFE who values flexibility and autonomy? At Lewis & Ellis Actuaries and Consultants, we know your expertise matters-and we make sure you have the tools and support to do your best work.
Lewis & Ellis (L&E) is a nationally recognized consulting firm with a legacy of excellence since 1968. With representatives nationwide and a global client base, we provide expert consulting services across life, health, and property & casualty insurance.
Base Pay Rate: Based on experience.

Requirements

• Certified Financial Examiner (CFE) designation required.
• Demonstrated experience completing examinations independently from initial planning through final deliverables.
• Strong knowledge of insurance financial examinations, statutory accounting principles, and regulatory expectations.
• Proficiency with TeamMate AM/TeamMate+ and Microsoft 365; ability to work within structured documentation standards.
• Excellent analytical skills, attention to detail, and professional judgment; ability to meet deadlines with minimal oversight.
• Ability to work remotely with reliable availability aligned to engagement timelines.

Responsibilities

• Complete financial examinations end-to-end (planning, fieldwork, documentation, and report-ready deliverables) in line with applicable standards and engagement expectations.
• Coordinate with Lewis & Ellis and engagement stakeholders to confirm scope, priorities, and timelines.
• Communicate effectively with insurance company contacts and state regulators to address requests, questions, and findings.
• Use examination tools and technology (including TeamMate+ and Microsoft 365) to support efficient remote work.
• Stay current on relevant regulatory guidance, statutory accounting considerations, and industry developments affecting examination work.

Benefits

• Flexible work approach: Set a schedule that works for you (within client requirements).
• Transparent compensation: Straightforward, clearly communicated pay (based on experience and engagement structure).
• No non-compete clauses: Your career is yours-we won't hold you back.
• We provide the tools: TeamMate+, Microsoft 365, and a company laptop (for Lewis & Ellis work only) so you can hit the ground running.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed