U.S. Financial Planning & Analysis Intern - Summer 2026

Sun Life • Wellesley, MA

5d • $25 • Hybrid

About The Position

You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families, and communities around the world. What’s it like to work at Sun Life? You’ll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability. This is a hybrid role out of our Wellesley, MA office. Relocation assistance is unavailable for this position. The Role The Sun Life U.S. Financial Planning and Analysis team is looking for a proactive, positive, and dynamic team player to join our team as an intern supporting our annual financial planning and quarterly close processes with respect to U.S. operations. As a member of this team, you will gain valuable hands-on experience. This is an excellent opportunity to experience various aspects of finance.

Requirements

• Excellent Microsoft Excel and PowerPoint skills, Tableau experience a plus
• Highly motivated, analytical, problem solving, and organizational skills, as well as attention to detail and accuracy
• Ability to meet deadlines on a consistent basis
• Ability to establish team-oriented interpersonal working relationships across multiple functions
• Excellent communication skills
• Proactive, able to manage multiple projects with demanding deadlines
• Currently enrolled in an accredited college or university during the time of internship (June 2026 – August 2026)
• Must be an undergraduate student in Business Administration, Accounting, Finance or related field of study
• Able to work hybrid from our Wellesley, MA office
• Eligible to legally work in the United States
• Ability to work full-time (40 hours/week) during Intern session

Responsibilities

• Prepare and distribute monthly and quarterly financial templates to business units, as well as annual planning guidelines
• Consolidate and analyze the U.S. financial reporting deliverables including the monthly income forecast, Key Performance Indicators (KPIs), Quarterly Financial Review (QFR) package, and other internal and external management reporting deliverables
• Maintain a results-oriented approach to ensure that deadlines are met, based upon a comprehensive understanding of all associated processes, functions, and timelines
• Proactively solve problems and identify ways to improve processes
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed