Financial Analyst role focused on budgeting, forecasting, and financial analysis for the IT team at Sun Life. Develop insights for financial management and reporting to support business objectives.
About the role
- Finance Intern at Wealth Enhancement assisting in financial data analysis, budgeting, and reporting. Gain exposure to FP&A, Treasury, and M&A Finance functions.
Responsibilities
- Rotate through multiple Finance functions, supporting teams such as FP&A, Business Finance, Treasury, and M&A Finance.
- Assist with financial data collection, analysis, and reporting across different areas of Finance.
- Support monthly reporting, budgeting, and forecasting activities under the guidance of Finance team members.
- Help prepare financial models, analyses, and summaries related to business performance, cash flow, and investments.
- Assist with M&A-related activities such as data gathering, organizing diligence materials, and supporting financial analysis.
- Prepare reports, dashboards, and presentation materials for internal stakeholders.
- Participate in special projects and process improvement initiatives across the Finance organization.
- Collaborate with Finance team members and cross-functional partners throughout each rotation.
Requirements
- Must be actively enrolled in a college or university degree program to be eligible for an internship.
- Preferably pursuing bachelor’s degree in Finance, Accounting, Economics, or a related field
- Strong academic performance (3.2 GPA or Higher) with a demonstrated interest in Finance or Accounting.
- Basic to intermediate proficiency in Microsoft Excel; familiarity with PowerPoint and Word preferred.
- Strong analytical thinking and attention to detail.
- Ability to manage multiple tasks and adapt to new responsibilities quickly.
- Strong communication skills and a willingness to ask questions and learn.
- Self-motivated with a positive attitude and strong work ethic.
Benefits
- Training and professional development
- Wellness programs and resources
- Worker's compensation – employer paid
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