Lewis & Ellis, LLC

Financial Reporting and Analysis

Deep Insights, Robust Outcomes

At Lewis & Ellis, we offer cutting-edge financial reporting and analysis services, delivering precise, timely, and transparent insights that empower you to make informed decisions. Our dynamic actuarial team combines deep industry knowledge, mastery of regulations, and the latest analytical tools to ensure the accuracy and compliance of your financial reports.

Comprehensive Financial Reporting Services

We believe that every detail matters when it comes to financial reporting. Our team helps you create meticulous and comprehensive financial reports that align with local, national, and international regulatory standards, including FASB, NAIC, and IFRS. We work diligently to ensure that your reports accurately represent your company's financial position and performance, facilitating stakeholder understanding and trust.

Specifically, we help our clients by providing:

Advanced Financial Analysis

Our financial analysis goes beyond simply reviewing figures. We deploy advanced analytical tools and methodologies to interpret your financial data, providing you with insightful and actionable intelligence. Whether it's evaluating performance trends, assessing financial health, or predicting future outcomes, our analysis helps you navigate the complexities of your financial landscape and strategically guide your business.

Our modeling systems are also valuable tool in pricing new products, checking illustration testing requirements and managing in-force dividend and crediting strategies. We build corporate models to forecast future results by detailed business segment. Reports allow companies to distinguish cost components and identify sources of earnings by line of business or product. We communicate results in such a way as to grant companies clarity and ownership of decisions to improve strategic operations. We have been highly effective in presenting company value to:

Regulatory Compliance, Reinsurance, and Risk Management

With the constantly evolving insurance regulatory landscape, maintaining compliance can be challenging. Our team stays abreast of the latest changes in regulations and standards to ensure your financial reports remain compliant. We also identify and evaluate financial risks, assisting you in implementing effective risk management strategies to safeguard your financial stability.

L&E will effectively analyze financial reinsurance programs to meet strategic capital needs. Whether reinsurance needs are product related, such as deficiency reserves under term plans, or related to overall business growth, we can search the market for the ideal provider. We will identify and negotiate treaties to bring maximum value to your company.

Streamlined and Optimized Financial Processes

Inefficiencies in financial processes can lead to inaccuracies and delays in reporting. We review and streamline your financial processes, eliminating bottlenecks and enhancing efficiency. By integrating technology and best practices, we optimize your financial processes, contributing to the timeliness and accuracy of your financial reporting.

Tailored Support and Advisory Services

At Lewis & Ellis, we understand that each business is unique. Our experts work closely with you to understand your specific needs and challenges, providing tailored support and advice. Whether it's resolving complex financial issues or advising on strategic financial decisions, our team serves as a trusted partner in driving your financial success.


Consultants to Contact


“Lewis & Ellis has provided actuarial expertise and guidance to American Fidelity for over 30 years. We rely on them for their expertise in a variety of topics - from reserving to pricing as well as overall market trends and sound business advice. The Lewis & Ellis staff is extremely knowledgeable, has great communication skills to all levels of the organization and provides real solutions to issues and/or problems. I have been very pleased with them as an actuarial consulting resource.”

-- Renee Bauer, FSA, MAAA, Vice President and Appointed Actuary - American Fidelity Group