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Sun Life

Global financial services for insurance, investments

Expense Management Co-op

Corporate Finance & FP&APosted on Nov 11
Internship · Spring 2027Wellesley, MA, USANo salary listedIn-person

About the Job

Requirements

  • The ideal candidate is pursuing a degree in Finance, Accounting, Business Analytics, Data Science, or a related field.
  • The ideal candidate should possess strong analytical, problem-solving, and communication skills.

Responsibilities

  • Support the Expense Management team in budgeting, forecasting, reporting, analytics, and process improvement initiatives.
  • Help advance the team's adoption of AI and Microsoft Copilot capabilities.
  • Partner with finance professionals to analyze expense trends, develop dashboards and reports, automate manual processes, and identify opportunities to improve efficiency and decision-making through AI-driven solutions.

Desired Qualifications

  • Experience with Microsoft Copilot, generative AI tools, data visualization platforms such as Tableau or Power BI, Excel, and data analysis is highly desirable.
  • The successful candidate will be intellectually curious, technology-forward, and eager to apply emerging AI capabilities to deliver meaningful business value while gaining hands-on experience in a dynamic finance organization.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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