Applied Materials, Inc

Heterogeneous Integration (HI) Portfolio Lead - M5 Senior Finance Manager

Applied Materials, Inc • $158K — $218K *
Santa Clara, CA 95051In-Person
Consumer Technology
8 - 10 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Engineering or related; MBA/CPA preferred.
  • 10+ years of progressive finance experience including portfolio management and investment analysis.
  • Experience in semiconductor, technology, or manufacturing industries is preferred.
  • Proven track record of developing business cases for strategic decisions.
  • Strong financial modeling and valuation expertise.

Responsibilities

  • Partner with leadership to evaluate portfolio performance and identify growth opportunities.
  • Lead financial analysis for strategic investments and new product introductions.
  • Develop business cases, financial models, and ROI analyses to support investment decisions.
  • Monitor market dynamics and guide resource allocation decisions.
  • Assess investment tradeoffs and facilitate portfolio prioritization discussions.
  • Establish governance processes to improve capital allocation.

Benefits

  • Relocation assistance available.
  • Opportunities for professional development and continuous learning.
  • Comprehensive benefits package including health and wellness programs.
  • Participation in bonus and stock award programs for eligible candidates.
  • Flexible work environment with some travel required.
Full Job Description
Job Summary

Reporting directly to the HI Business Unit CFO, the HI Portfolio Lead serves as the finance leader for portfolio strategy, investment governance, and decision support across the Heterogeneous Integration (HI) business. This role is responsible for driving financial analysis and business insights that optimize investment allocation, portfolio performance, revenue growth, and long-term profitability.

The successful candidate will partner closely with executive leadership, product management, engineering, operations, business development, and finance teams to evaluate strategic investments, develop business cases, assess portfolio tradeoffs, and influence key business decisions. This position leads a team of finance professionals responsible for portfolio analytics and reporting and plays a critical role in shaping the future direction of the HI portfolio.

Key Responsibilities
Portfolio Strategy & Investment Management
  • Partners with executive leadership to evaluate portfolio performance, identify growth opportunities, and recommend actions that maximize long-term financial returns.
  • Lead financial analysis of strategic investments, including new product introductions (NPI), technology roadmaps, ecosystem partnerships, acquisitions, and business development initiatives.
  • Develop and maintain business cases, financial models, ROI analyses, and scenario planning frameworks to support investment decisions.
  • Monitor program milestones, market developments, competitive dynamics, and financial outcomes to guide portfolio strategy and resource allocation.
  • Drive portfolio prioritization discussions by assessing investment tradeoffs, risk-adjusted returns, and alignment with business objectives.
  • Establish portfolio governance processes and decision frameworks to improve capital allocation and investment effectiveness.


Financial Planning & Analysis
  • Support annual planning, forecasting, and investment reviews for the HI portfolio.
  • Consolidate and analyze portfolio-level revenue, profitability, operating expense, capital expenditure, and return-on-investment metrics.
  • Develop executive-level dashboards and reporting that provide actionable insights into portfolio performance.
  • Lead ad hoc financial analyses to support strategic business decisions and senior management reviews.


Packaging Portfolio & Ecosystem Support
  • Provide financial leadership for advanced packaging portfolio investments across virtual business units.
  • Partner with regional finance teams to support packaging labs, development centers, and strategic initiatives.
  • Support business development and ecosystem partnership evaluations through financial analysis, valuation, and performance metrics.
  • Consolidate and communicate overall packaging portfolio performance and investment recommendations to executive leadership.


Leadership & Team Development
  • Lead, coach, and develop a team of finance professionals, fostering a culture of accountability, continuous learning, and business partnership.
  • Establish clear priorities, objectives, and development plans to ensure team success and capability growth.
  • Drive continuous improvement initiatives across portfolio management processes, reporting tools, and financial analytics.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field; MBA and/or CPA preferred.
  • 10+ years of progressive finance experience, including portfolio management, strategic finance, FP&A, corporate development, or investment analysis.
  • Semiconductor, technology, manufacturing, or related industry experience are strongly preferred.
  • Demonstrated experience evaluating investment opportunities and developing business cases for strategic decision-making.
  • Strong expertise in financial modeling, valuation methodologies, forecasting, and scenario analysis.
  • Experience managing Opex, Capex and resource planning processes.
  • Proven ability to influence executive-level decisions through data-driven insights and compelling recommendations.
  • Successful track record of leading and developing high-performing teams.
  • Advanced Excel and financial modeling skills; experience with business intelligence and data visualization tools preferred.
  • Excellent communication and executive presentation skills.


Success Competencies

Strategic Thinking & Business Acumen
  • Anticipates future business needs, market shifts, risks, and opportunities.
  • Connects technology, market, operational, and financial trends to business strategy.
  • Evaluates decisions from an enterprise-wide perspective rather than a functional viewpoint.


Analytical Excellence
  • Goes beyond reporting results to identify root causes, business drivers, and actionable insights.
  • Builds scalable analytical models and frameworks that improve decision-making.
  • Synthesizes complex information into clear recommendations for executive audiences.


Leadership & Influence
  • Establishes credibility and trusted partnerships across all levels of the organization.
  • Effectively influences decisions without direct authority.
  • Drives alignment among diverse stakeholders with competing priorities.


Execution & Adaptability
  • Thrives in ambiguous and fast-paced environments.
  • Successfully manages multiple high-priority initiatives simultaneously.
  • Demonstrates accountability, ownership, and a strong bias toward action.


Intellectual Curiosity
  • Challenges assumptions and explore alternative viewpoints.
  • Continuously seeks deeper understanding of business performance and market dynamics.
  • Proactively identifies opportunities for improvement and innovation.


Additional Information

Time Type:
Full time

Employee Type:
Assignee / Regular

Travel:
Yes, 10% of the Time

Relocation Eligible:
Yes

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.

About Applied Materials, Inc

Applied Materials specialize in materials engineering solutions. They optimize equipment and fab operations through consulting, spare parts, services, and automation software. They also provide supply chain services from transactional spares through programs, rebuilds, and forecasted parts management. Their products and technologies include semiconductors, displays, roll web coating, solar, and automation software.

**Applied Materials, Inc. Careers**

Join the innovative world of Applied Materials, Inc., a leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Our global team is driving innovation and growth in the industries we serve. This is where your expertise can make a true impact.

Work You’ll Do

At Applied Materials, Inc., you will be part of a company that prides itself on fostering a culture of innovation, diversity, and professional growth. As a member of our team, you will lead groundbreaking projects at the intersection of technology, leadership, and engineering excellence. We offer a variety of job opportunities that allow you to explore your potential and push the boundaries of what's possible.

Innovate and Lead

Join a team where innovation is at the heart of everything we do. You will work alongside the brightest minds in the industry, utilizing your skills to contribute to projects that are not only exciting but also crucial for technological advancements. Our leadership is committed to providing you with the guidance and support needed to achieve your career goals.

Career Growth and Opportunities

Whether you are looking for an internship, a full-time position, or leadership roles, Applied Materials, Inc. provides an array of career paths to help you achieve your professional aspirations. Our commitment to career growth is evident through extensive training programs and opportunities for advancement.

Diversity and Inclusion

At Applied Materials, Inc., we believe that diversity fuels innovation. We are dedicated to building a diverse team that reflects the global communities we serve. Our diversity training programs are designed to enhance collaboration and foster an inclusive environment where all employees can thrive.

Benefits and Culture

Our employees enjoy a range of benefits that support both their professional and personal lives. From health and wellness programs to competitive retirement plans, we ensure that our team is taken care of. The culture at Applied Materials, Inc. is built on collaboration, respect, and a commitment to excellence.

Join Our Team

Explore the job opportunities at Applied Materials, Inc. and find the position that matches your skills and passions. We are continuously hiring and looking for individuals who are curious, creative, and ready to drive innovation in a dynamic industry.

Stay Connected

Keep up to date with the latest company news, career tips, and industry insights by joining our network. Engage with us on professional networking platforms and stay ahead in your career journey.

Apply Now

Ready to take the next step in your career? Submit your resume, prepare for your interview, and join a team that’s dedicated to materializing the technologies of tomorrow. Discover the impact you can make at Applied Materials, Inc. and help us shape the future.

SEARCH APPLIED MATERIALS JOBS

--- This page for Applied Materials, Inc. Careers incorporates all the requested elements, maintaining the "Company Content Style" with a focus on innovation, career growth, and the dynamic team environment.
Learn more about Applied Materials, Inc
Size
27,000 employees
Market Cap
$80.7 billion
Industry
Manufacturing & Automotive
Net Income
$3.8 billion
Founded
1967
5 Year Trend
+11.9%
Revenue
$18.2 billion
NASDAQ
AMAT
* Ladders Estimates

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