Sr. Finance Portfolio Analyst (B4)

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 processes.
• Exposure to CapEx planning and investment evaluation activities.
• Ability to communicate financial insights effectively to business leaders.

## Qualifications

### Education:

Master's Degree

### Skills

### Certifications:

### Languages:

### Years of Experience:

7 - 10 Years

### Work Experience:

## Additional Information

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### Shift:

10-Day 8-Hr (United States of America)

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### Travel:

Yes, 10% of the Time

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### Relocation Eligible:

No

### Referral Payment Plan:

Employee Referral (Standard)

Salary Range:

$133,500.00 - $183,500.00

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 committed to diversity in the workplace. All 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.