AI-Driven Expense Management Intern

Sun Life Financial; Wellesley (MA); On-site; USD 25,000 - 39,000; Part time

Job summary

Sun Life Financial in Wellesley Hills, MA is offering an Expense Management Co-op to support budgeting, forecasting, reporting, and analytics while advancing AI capabilities and Copilot adoption. The role emphasizes data-driven decision making and collaboration with finance professionals.

The ideal candidate is pursuing a Finance/Accounting/Analytics/Data Science degree with strong analytical and communication skills, and experience with AI tools, data visualization, and Excel.

Qualifications

• Pursuing a degree in Finance, Accounting, Business Analytics, Data Science or related field.
• Strong analytical, problem-solving, and communication skills.
• Experience with Microsoft Copilot, generative AI tools, data visualization platforms (Tableau or Power BI), Excel, and data analysis is highly desirable.

Responsibilities

• Support budgeting, forecasting, reporting, analytics and process-improvement initiatives.
• Partner with finance professionals to analyze expense trends and develop dashboards.
• Automate manual processes and identify AI-driven opportunities to improve efficiency and decision-making.

Education

Pursuing a degree in Finance, Accounting, Business Analytics, Data Science or related field

Tools

Tableau

Power BI

Microsoft Excel

Microsoft Copilot

Job description

Sun Life Financial in Wellesley Hills, MA is offering an Expense Management Co-op to support budgeting, forecasting, reporting, and analytics while advancing AI capabilities and Copilot adoption. The role emphasizes data-driven decision making and collaboration with finance professionals.

The ideal candidate is pursuing a Finance/Accounting/Analytics/Data Science degree with strong analytical and communication skills, and experience with AI tools, data visualization, and Excel.