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

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.

Responsibilities will include, but are not limited to:

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

Core skill sets needed for this role:

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

The Candidate

To be eligible for an internship at Sun Life, you must meet the following requirements:

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

Compensation for this role will be around $25 an hour.