Sr. Finance Portfolio Analyst (B4)

About this role

Who We Are

Applied Materials is the global leader in materials science and engineering solutions that are at the foundation of virtually every new semiconductor chip and advanced display in the world. The equipment that we create and service is essential to advancing AI and accelerating the commercialization of next-generation semiconductor chips. Join us and push the boundaries of materials science and engineering in a company at the foundation of the electronics industry. The work we do together advances the world’s technology.

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 Overview Reporting to the Sr. Finance Manager for the Atomic Layer Deposition (ALD) portfolio, this role supports financial planning, investment analysis, portfolio prioritization, and resource management activities across the Metal ALD (MALD) and Dielectric ALD (DALD) portfolios. The analyst partners with Product Marketing, Program Management, Engineering, Operations, HR, and Finance teams to provide insights that support investment decisions, resource allocation, and business planning. Responsibilities include forecasting, business case development, headcount planning, spend management, and portfolio governance, while helping drive process improvements and supporting nearshore finance resources.

Key Responsibilities OpEx and Portfolio Management • Own day-to-day OpEx management, and reporting activities across the MALD and DALD portfolio. • Lead in-quarter spend management (IQSM) and CQ+1 spend governance processes. • Independently perform variance analysis, explain forecast-to-actual changes, and identify emerging risks and opportunities. • Partner with business stakeholders to drive spending discipline, forecast accuracy, and investment optimization. • Develop executive-level narratives explaining portfolio spending trends, resource utilization, and financial performance. Ensure portfolio spending remains aligned with approved financial targets and strategic priorities. • Evaluate investment opportunities and funding requests based on business priorities, strategic alignment, and financial returns. • Partner with business leaders to assess investment trade-offs and resource allocation decisions and support portfolio governance reviews and funding assessments to track progress and investment effectiveness.

Headcount & Resource Planning • Support headcount planning, forecasting, and tracking across the MALD and DALD portfolios. • Partner with HR and business leaders on workforce planning and capacity analysis. • Identify hiring risks, resource gaps, and productivity opportunities. • Help ensure workforce plans align with portfolio priorities and financial targets.

CapEx Planning & Governance • Manage CapEx forecasting, planning, and reporting activities across the MALD and DALD portfolio. • Partner with engineering and business teams to align investment plans with roadmap priorities and support capital investment prioritization and funding discussions. • Analyze forecast variances, identify risks, and recommend mitigation actions. • Provide financial reporting and governance support related to portfolio investments.

Business Case & Financial Modeling • Develop and maintain valuation models for key development programs, including revenue, margin, OpEx, CapEx, cash flow, NPV, IRR, and ROI. • Perform scenario and sensitivity analyses to evaluate investment alternatives. • Support investment review discussions by highlighting key assumptions, risks, and opportunities. • Contribute financial analysis and recommendations for Strategic Reviews (SR), EPR, IRB, and AOP processes.

Stakeholder Partnership & Team Collaboration • Coordinate with nearshore finance resources supporting forecasting, reporting, and analytics activities. • Provide guidance on priorities, deliverables, and financial processes. • Partner effectively with Product Marketing, Engineering, Operations, HR, Accounting, and FP&A teams and contribute financial insights to business discussions and decision-making.

Process Improvement • Identify opportunities to improve forecasting, reporting, automation, and data quality. • Support adoption of portfolio management tools and best practices. • Share knowledge and provide guidance to junior team members and consultants. • Participate in finance transformation and continuous improvement initiatives.

Qualifications Required • Bachelor's degree in Finance, Accounting, Economics, Business, or related field. • 5+ years of experience in FP&A, business finance, portfolio finance, investment analysis, or related areas. • Strong financial modeling skills, including NPV, IRR, ROI, scenario, and sensitivity analysis. • Experience supporting OpEx, CapEx, and headcount planning processes. • Strong understanding of budgeting, forecasting, variance analysis, and business case development. • Experience working cross-functionally and supporting business decision-making. • Advanced Excel skills; experience with financial planning and reporting tools (Anaplan, SAP BPC, Tableau, or similar). • Strong communication and presentation capabilities. • Ability to manage multiple priorities in a dynamic environment.

Preferred • Experience in semiconductor, technology, manufacturing, or R&D-intensive environments. • Experience supporting portfolio planning and investment governance proce

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