Financial and Project Delivery Lead jobs in United States
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U.S. Bank · 2 hours ago

Financial and Project Delivery Lead

U.S. Bank is on a journey to assist customers and businesses in making better financial decisions. The Financial and Project Delivery Lead is responsible for overseeing technology initiatives, ensuring projects are delivered on time and within budget while aligning with business objectives.

BankingFinancial ServicesInsuranceMortgageWealth Management
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Responsibilities

Lead annual planning and CapEx/Opex budgeting for technology portfolios, ensuring accurate sequencing, resource allocation, and financial tracking
Oversee monthly forecasting, variance analysis, and corrective actions to ensure delivery within approved budgets
Manage vendor financials (SOWs, invoicing) and ensure compliance with financial controls and business case standards
Establish governance routines and delivery plans, leveraging portfolio management tools and value measurement frameworks (e.g., OKRs, KPIs)
Coordinate risk, compliance, and legal reviews as part of the release and approval lifecycle
Drive transparent status reporting and portfolio reviews, providing early visibility into risks, dependencies, and opportunities
Prepare concise, outcome-focused updates and executive summaries for leadership, synthesizing delivery progress, risk posture, and financial health
Tailor communications for portfolio reviews and strategic investment forums, ensuring clarity and actionable insights
Expertly use Microsoft 365 tools: Excel (advanced modeling, PowerQuery/PowerPivot), Power BI (portfolio dashboards), PowerPoint (executive decks), Project/Planner (delivery schedules), Visio (process mapping), SharePoint/OneDrive (artifact management), Teams/OneNote (collaboration and meeting notes), Operate portfolio management systems to maintain accurate status and resource alignment. (Clarity)
Build strong relationships across product, engineering, business, finance, and vendor teams
Promote a “one team” culture through regular stakeholder engagement and clear operating rhythms
Provide leadership and mentoring to portfolio managers and scrum teams, emphasizing delivery discipline, value measurement, and financial stewardship
Develop repeatable playbooks and elevate team performance through coaching and accountability

Qualification

Financial planning & analysisTechnology portfolio managementMicrosoft 365 proficiencyProject management toolsExecutive-level communicationLeadershipCollaborationRelationship building

Required

Typically requires Bachelor's degree with five to eight or more years of relevant experience
7–10+ years in technology portfolio/program management, leading multi-team initiatives with significant budget responsibility
Mastery of financial planning & analysis for technology portfolios (annual plan, CapEx/Opex, forecasting, variance resolution)
Success delivering complex initiatives with formal governance, risk management, and cross-functional coordination
Advanced proficiency in Microsoft 365 and portfolio management tooling
Exceptional written and verbal communication skills, with a track record of producing executive-ready materials

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase