Financial Analyst

Join to apply for the Financial Analyst role at Assurance America
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• 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.

• 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.

• 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.

• 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.

• 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.