Expense Management Spring 2027 Co-op

Sun Life•Wellesley, MA

About The Position

The Expense Management Intern will support Sun Life U.S.’s Expense Management team in budgeting, forecasting, reporting, analytics, and process improvement. The intern will also help advance the team’s adoption of AI and Microsoft Copilot capabilities. Working with finance professionals, the intern will analyze expense trends, develop dashboards and reports, automate manual processes, and identify opportunities to improve efficiency and decision-making through AI-driven solutions. This co-op is intended for a student pursuing a related degree who is curious, technology-forward, and interested in applying emerging AI capabilities to deliver business value while gaining hands-on experience in a finance organization.

Requirements

Pursuing a degree in Finance, Accounting, Business Analytics, Data Science, or a related field.
Strong analytical, problem-solving, and communication skills.

Nice To Haves

Experience with Microsoft Copilot or generative AI tools.
Experience with data visualization platforms such as Tableau or Power BI.
Experience with Excel and data analysis.
Intellectual curiosity and an interest in applying emerging AI capabilities to business problems.

Responsibilities

Support budgeting and forecasting activities.
Assist with expense reporting and analytics.
Analyze expense trends.
Develop dashboards and reports.
Help automate manual processes.
Identify opportunities to improve efficiency and decision-making through AI-driven solutions.
Support the team’s adoption of AI and Microsoft Copilot capabilities.
Contribute to process improvement initiatives.

Benefits

Generous vacation and sick time.
Paid family, parental, and adoption leave.
Medical coverage.
Company-paid life and AD&D insurance.
Disability programs.
Partially paid sabbatical program.
401(k) employer match.
Stock purchase options.
Employer-funded retirement account.
Flexible, inclusive, and collaborative work environment that supports career growth.