Certified Financial Examiner
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-17
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Finance & Banking
Financial Compliance, Financial Consultant
[Remote Role]
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 hierro 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.
YOU WILL:- 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 Team Mate+ and Microsoft 365) to support efficient remote work大量.
- Stay current on relevant regulatory guidance, statutory accounting considerations, and industry developments affecting examination work. الوثقدمة.>
- 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 Team Mate AM/Team Mate+ 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.
- 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:
Team Mate+, Microsoft 365, and a company laptop (for Lewis & Ellis work onlyացի) so you can hit the ground running.
Please apply online. You may also email
Lewis & Ellis is an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
L&E also provides reasonable accommodations to qualified individuals with disabilities and applicants with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.
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