Portfolio Lead

Who We Are

Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.

What We Offer

Salary:

$133,500.00 - $183,500.00

Location:

Santa Clara,CA

You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.

At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits (https://hrportal.ehr.com/applied/) .

Role Summary

This role supports the CMP business unit, which spans across device markets from Advanced/Mature Foundry-Logic to DRAM, NAND. The candidate will apply financial expertise to drive portfolio optimization and investment decisions that enable profitable growth. As a key finance business partner, the candidate will manage the CMP product portfolio across technologies and customer segments, with a strong emphasis on NPV analysis for the key BU projects and forecasting Opex/Capex expenses for the business.

Key Responsibilities

Portfolio Management & Strategic Planning

• Lead the development and presentation of CMP portfolio resource plans (headcount, spend, Capex) to BU and Segment ELT, ensuring alignment with strategic priorities and risk mitigation.

• Own long-term strategic planning for CMP portfolio resources, balancing innovation with operational efficiency.

• Drive prioritization of product investments, including scope definition, valuation modeling, approval workflows, and execution oversight.

• Monitor program milestones and proactively address execution gaps through corrective actions.

Data & Systems Enablement

• Champion the use of financial tools (Anaplan, SAP BPC, Tableau, PRM) for pricing and portfolio analytics.

• Partner with ACE near-shore finance teams to ensure accurate budget capture and planning.

• Ensure data integrity and support leadership in crafting the financial narrative for the CMP business.

Qualifications & Preferred Experience

• 7-10 years of progressive corporate finance experience, ideally within semiconductor equipment or manufacturing.

• MBA preferred; strong foundation in accounting, pricing strategy, and financial modeling.

• Advanced Excel skills; proficiency in Anaplan, SAP BPC, Tableau, and PRM.

• Exceptional analytical, organizational, and project management capabilities.

• Executive-level communication skills with the ability to influence cross-functional stakeholders.

• Key attributes: Assertiveness, initiative, intellectual curiosity, collaboration, and strong business acumen.

Additional Information

Time Type:

Full time

Employee Type:

Assignee / Regular

Travel:

Yes, 10% of the Time

Relocation Eligible:

No

The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.

For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.

Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.

In addition, Applied endeavors to make our careers site (https://www.appliedmaterials.com/us/en/careers.html) accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.