Portfolio Lead

Finance Business Partner

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.

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 include :

• 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.
• 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 and preferred experience include :

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.

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.