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

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: $158,500.00 - $218,000.00 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. 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. 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. 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