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Portfolio Lead

Applied Materials

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Portfolio Lead

full-timePosted: Nov 7, 2025

Job Description

Who We Are

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

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 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.

Key Responsibilities

  • 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.

Required Qualifications

  • 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.

Required Skills

  • Financial modeling
  • Valuation modeling
  • Pricing strategy
  • Accounting
  • Advanced Excel
  • Anaplan
  • SAP BPC
  • Tableau
  • PRM
  • Analytical skills
  • Project management
  • Strategic planning
  • Portfolio management

Benefits & Perks

  • Supportive work culture that encourages learning, development, and career growth
  • Programs and support for personal and professional growth
  • Care for health and wellbeing at work, home, or elsewhere
  • Comprehensive benefits package
  • Eligibility for bonus and stock award program (as applicable)

Compensation

7–10

Locations

  • Santa Clara, CA, US

Salary

133,500 - 183,500 USD / yearly

Estimated Salary Rangehigh confidence

133,500 - 183,500 USD / yearly

Source: xAI estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial modelingintermediate
  • Valuation modelingintermediate
  • Pricing strategyintermediate
  • Accountingintermediate
  • Advanced Excelintermediate
  • Anaplanintermediate
  • SAP BPCintermediate
  • Tableauintermediate
  • PRMintermediate
  • Analytical skillsintermediate
  • Project managementintermediate
  • Strategic planningintermediate
  • Portfolio managementintermediate

Required Qualifications

  • 7–10 years of progressive corporate finance experience, ideally within semiconductor equipment or manufacturing. (experience)
  • MBA preferred; strong foundation in accounting, pricing strategy, and financial modeling. (experience)
  • Advanced Excel skills; proficiency in Anaplan, SAP BPC, Tableau, and PRM. (experience)
  • Exceptional analytical, organizational, and project management capabilities. (experience)
  • Executive-level communication skills with the ability to influence cross-functional stakeholders. (experience)
  • Key attributes: Assertiveness, initiative, intellectual curiosity, collaboration, and strong business acumen. (experience)

Responsibilities

  • 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.

Benefits

  • general: Supportive work culture that encourages learning, development, and career growth
  • general: Programs and support for personal and professional growth
  • general: Care for health and wellbeing at work, home, or elsewhere
  • general: Comprehensive benefits package
  • general: Eligibility for bonus and stock award program (as applicable)

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Applied Materials logo

Portfolio Lead

Applied Materials

Other Jobs

Portfolio Lead

full-timePosted: Nov 7, 2025

Job Description

Who We Are

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

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 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.

Key Responsibilities

  • 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.

Required Qualifications

  • 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.

Required Skills

  • Financial modeling
  • Valuation modeling
  • Pricing strategy
  • Accounting
  • Advanced Excel
  • Anaplan
  • SAP BPC
  • Tableau
  • PRM
  • Analytical skills
  • Project management
  • Strategic planning
  • Portfolio management

Benefits & Perks

  • Supportive work culture that encourages learning, development, and career growth
  • Programs and support for personal and professional growth
  • Care for health and wellbeing at work, home, or elsewhere
  • Comprehensive benefits package
  • Eligibility for bonus and stock award program (as applicable)

Compensation

7–10

Locations

  • Santa Clara, CA, US

Salary

133,500 - 183,500 USD / yearly

Estimated Salary Rangehigh confidence

133,500 - 183,500 USD / yearly

Source: xAI estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial modelingintermediate
  • Valuation modelingintermediate
  • Pricing strategyintermediate
  • Accountingintermediate
  • Advanced Excelintermediate
  • Anaplanintermediate
  • SAP BPCintermediate
  • Tableauintermediate
  • PRMintermediate
  • Analytical skillsintermediate
  • Project managementintermediate
  • Strategic planningintermediate
  • Portfolio managementintermediate

Required Qualifications

  • 7–10 years of progressive corporate finance experience, ideally within semiconductor equipment or manufacturing. (experience)
  • MBA preferred; strong foundation in accounting, pricing strategy, and financial modeling. (experience)
  • Advanced Excel skills; proficiency in Anaplan, SAP BPC, Tableau, and PRM. (experience)
  • Exceptional analytical, organizational, and project management capabilities. (experience)
  • Executive-level communication skills with the ability to influence cross-functional stakeholders. (experience)
  • Key attributes: Assertiveness, initiative, intellectual curiosity, collaboration, and strong business acumen. (experience)

Responsibilities

  • 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.

Benefits

  • general: Supportive work culture that encourages learning, development, and career growth
  • general: Programs and support for personal and professional growth
  • general: Care for health and wellbeing at work, home, or elsewhere
  • general: Comprehensive benefits package
  • general: Eligibility for bonus and stock award program (as applicable)

Target Your Resume for "Portfolio Lead" , Applied Materials

Get personalized recommendations to optimize your resume specifically for Portfolio Lead. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Portfolio Lead" , Applied Materials

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

FinanceEngineeringTechnologyFinance

Answer 10 quick questions to check your fit for Portfolio Lead @ Applied Materials.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.