We are seeking a highly motivated and detail-oriented Financial Analyst to provide direct support to the Founder of AAG and the Chairman of the Millner Foundation. This is a unique opportunity to work closely with an accomplished executive across both corporate and philanthropic initiatives. The Analyst will play a key role in supporting strategic decisions through data-driven insights, financial modeling, and board-level communication.
About the ROLE
Each day at AssuranceAmerica is different, but as a Financial Analyst you will:
Financial & Strategic Analysis:
- Conduct in-depth financial research and analysis to support the Founder’s investment decisions and corporate strategies.
- Develop and maintain financial models to evaluate acquisition opportunities, investment portfolios, and business performance.
- Provide due diligence and valuation analysis for potential acquisitions and partnerships.
Board & Executive Communication:
- Prepare presentations, reports, and briefing materials for Board of Directors meetings.
- Assist in the creation of executive summaries and strategic planning documents for both business and philanthropic initiatives.
Foundation Support & Community Research:
- Conduct research on nonprofits, community organizations, and social impact initiatives to inform grant-making strategy.
- Analyze funding opportunities and prepare recommendations aligned with the mission of the Millner Foundation.
- Track and report on the impact of philanthropic investments.
About YOU
- Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA a plus.
- 2–5 years of experience in financial analysis, investment banking, private equity, or corporate finance.
- Strong analytical and modeling skills; advanced Excel and PowerPoint required.
- Excellent written and verbal communication skills, with experience preparing board-level materials.
- Proven ability to work independently in a fast-paced, high-trust environment.
- Passion for both business strategy and social impact initiatives.
What We Offer:
- Exposure to high-level strategic decision-making and leadership.
- A dynamic role spanning corporate finance and philanthropic strategy.
- Opportunities for professional growth and meaningful impact.