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.
Top Skills
What We Do
Founded in 1998, AssuranceAmerica provides basic, low limits property and casualty insurance coverage to the private automobile segment through a network of over 4,000 highly professional independent agents.
