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U.S. Bank FinOps Budgeting (CapEx / OpEx) Portfolio Manager in Charlotte, North Carolina

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Technology Portfolio Manager is responsible for a combination of customer management, financial management, and technical experience contributing to the success of our FinOps practice. This role will be responsible for partnering and consulting with Information Technology and Business Management partners on Cloud cost opportunities, planning, and implementation of FinOps principles with a focus on our data platform technologies. Candidates should be able to develop and maintain knowledge of how business units leverage cloud and data platforms and detailed knowledge of current technology and infrastructure from a functional perspective.

Key Responsibilities

FinOps Foundational Knowledge

  • Basic understanding of FinOps principles, including cloud cost transparency, forecasting, and financial accountability

  • Familiarity with cloud consumption models, budgeting concepts, and cost‑aware engineering practices

  • Ability to partner with finance and engineering teams to support responsible cloud spend and optimization initiatives

Financial Management

  • Participate in budgeting for Data technology portfolios, ensuring accurate sequencing and financial tracking.

  • Oversee monthly forecasting, variance analysis, and opportunity recommendations to ensure delivery within approved budgets.

  • Manage vendor financials (SOWs, invoicing) and ensure compliance with financial controls and business case standards.

Executive-Level Communications

  • 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.

Microsoft Tool Sets & Reporting

  • Expertly use Microsoft 365 tools:

  • Excel (advanced modeling)

  • Power BI (portfolio dashboards)

  • PowerPoint (executive decks)

  • Project/Planner (delivery schedules)

  • Visio (process mapping)

  • SharePoint/OneDrive (artifact management)

  • Teams/OneNote (collaboration and meeting notes)

Collaboration & Relationship Building

  • Build strong relationships across product, engineering, business, finance, and vendor teams.

  • Promote a “one team” culture through regular stakeholder engagement and clear operating rhythms.

Leadership & Mentoring

  • 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.

Basic Qualifications

  • Typically requires Bachelor’s degree with five to eight or more years of relevant experience

Experience Should Include

  • 7–10+ years in technology portfolio/program management, leading multi-team initiatives with significant budget responsibility.

  • Basic understanding of FinOps principles and Data Platform technologies

  • Experience in financial planning & analysis for technology portfolios (annual plan, CapEx/Opex, forecasting, variance resolution).

  • Success in delivering complex initiatives with 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.

Preferred Qualifications

  • Foundational understanding of modern data platform technologies and architectures

  • Familiarity with data lakes, data warehouses, and analytical processing platforms

  • Awareness of data ingestion, transformation, and reporting workflows

  • Ability to partner with data engineering, platform, and analytics teams

  • Experience with Snowflake, Databricks, and/or other data platform technologies

  • Experience managing costs within Azure and AWS cloud providers

  • Exposure to cloud financial management tools

  • FinOps Certification (FinOps.org)

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • 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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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