Expense Management - Summer 2027 Intern

Sun Life Financial; Wellesley (MA); On-site; USD 30,000 - 34,000; Part time

Benefits offered by this job

Vacation and sick time

401(k) match

Job summary

Sun Life U.S. is seeking an Expense Management Intern to support budgeting, forecasting, reporting, analytics, and AI-driven process improvements.

You will partner with finance professionals to analyze expense trends, develop dashboards, and automate manual tasks using tools like Tableau, Power BI, and Copilot. The ideal candidate is pursuing a degree in Finance, Accounting, Business Analytics, Data Science, or related fields with strong analytical and communication skills.

Qualifications

• Ideal candidate is pursuing a degree in Finance, Accounting, Business Analytics, Data Science or related field.
• Strong analytical, problem-solving, and communication skills are required.
• Experience with AI tools and data visualization platforms is highly desirable.

Responsibilities

• Assist with budgeting, forecasting, reporting, and analytics for expense management.
• Develop dashboards and reports to track expense trends and KPIs.
• Automate manual processes and identify AI-driven efficiency improvements.
• Collaborate with finance professionals to deliver actionable insights.

Skills

Analytical skills

Microsoft Copilot

Generative AI

Tableau

Power BI

Excel

Data analysis

Education

Pursuing degree in Finance, Accounting, Business Analytics, Data Science

Tools

Microsoft Copilot

Tableau

Power BI

Excel

Job description

Expense Management - Summer 2027 Intern# Sun Life Careers## Expense Management - Summer 2027 InternApply: Wellesley Hills, Massachusetts: Part time: Posted Today: JR00127964Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.**Job Description:**The Expense Management Intern will support the Expense Management team in budgeting, forecasting, reporting, analytics, and process improvement initiatives while helping advance the team's adoption of AI and Microsoft Copilot capabilities. This role will 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. The ideal candidate is pursuing a degree in Finance, Accounting, Business Analytics, Data Science, or a related field and possesses strong analytical, problem-solving, and communication skills. 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.Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.**Life is brighter when you work at Sun Life**At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we’ve also been recognized as a \"Top 10\" employer by the Boston Globe's \"Top Places to Work\" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] to request an accommodation.For applicants residing in California, please read our employee California Privacy Policy and Notice.We do not require or administer lie detector tests as a condition of employment or continued employment.Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.**Job Category:**Temporary Employee**Posting End Date:**05/11/2026