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Portfolio Lead at Applied Materials
Santa Clara, California, United States -
Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Portfolio Management, Strategic Planning, Financial Modeling, Data Integrity, Analytical Skills, Organizational Skills, Project Management, Executive Communication, Collaboration, Business Acumen, Accounting, Pricing Strategy, Valuation Modeling, Anaplan, SAP BPC, Tableau

Industry

Semiconductor Manufacturing

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

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Responsibilities
Lead the development and presentation of CMP portfolio resource plans, ensuring alignment with strategic priorities. Drive prioritization of product investments and monitor program milestones to address execution gaps.