Operational Finance Intern - Summer 2026

Please note that we do not offer visa sponsorship for this position.

POSITION SUMMARY:

The Strategic Planning and Partnerships Intern will be an integral part of the team responsible for generating and delivering insights that drive performance improvements and enable data-driven decision making across our Life & Annuity Operations. This role offers hands-on experience in operational analysis, vendor strategy support, and the use of a range of data sources, analytical tools, and visualization software to support strategic initiatives and day-to-day team operations.

RESPONSIBILITIES:

In this role, you will:

• Conduct ad hoc analyses to address key business questions and uncover actionable insights.
• Support the development and enhancement of capacity modeling by connecting operational volume, expense data, and service levels.
• Assist in the monthly reporting and forecasting process, with a focus on unit cost performance and key operational drivers.
• Create insightful visualizations of the data that include findings from deep dive analyses and actionable recommendations that focus on our key operational goals.
• Analyze and manipulate data to produce accurate performance metrics, including measures of efficiency, scalability, and quality.
• Contribute to process improvements by standardizing and automating reporting tools and dashboards.
• Collaborate with financial and operational analysts to strengthen our expense analytics capabilities and community.

• Assist in monitoring vendor service levels and turnaround times, helping track adherence to contractual obligations.
• Support analysis of vendor invoices, costs, and volume trends to ensure alignment with business and operational goals.
• Contribute to vendor performance reviews by preparing summary data and observations.
• Participate in cross-functional meetings to observe how vendor relationships are managed, and escalations are resolved.

QUALIFICATIONS:

• Currently pursuing a degree in Finance, Accounting, Business, or a related field.
• Strong communication skills with the ability to collaborate effectively across operational teams.
• Experience with data visualization tools such as Tableau is preferred.
• Knowledgeable in Microsoft Office, especially Excel.

HOW YOU SHOW UP:

• A self-starter who takes initiative, embraces challenges, and learns quickly.
• Strong interpersonal & communication skills.
• Highly organized with strong attention to detail.
• Naturally inquisitive and willing to independently seek out knowledge, ask relevant questions and clearly formulate and articulate opinions.
• Comfortable working in a dynamic, evolving environment and navigating ambiguity with confidence.
• Capable of managing multiple priorities and meeting deadlines effectively.

PROGRAM HIGHLIGHTS:

• 10-week paid internship (June 2-Aug 7) with formal orientation and onboarding
• Networking opportunities with peers and leaders throughout the summer
• Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event
• Presentation skills coaching sessions
• Learning opportunities throughout the program
• Access to mentors (former program participants)

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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