Opex Portfolio Analyst - ALD

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:

$ - $

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.

About Applied Materials

Applied Materials is the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Our expertise in modifying materials at atomic levels and on an industrial scale enables customers to transform possibilities into reality. Our innovations make possible the technology shaping the future.

While virtually every nationality, culture, and background are represented within Applied Materials, we strive for a robust Culture of Inclusion (COI) and diversity. Leveraging our COI vision drives innovation, builds organizational capabilities, creates equal opportunities for everyone, and supports our company's definition of Winning.

Role Overview

This position reports to the Sr Finance manager of Atomic Layer Deposition (ALD) product portfolio. The analyst is an experienced finance professional who will apply foundational accounting and financial costing expertise to support investment decision-making, resource planning, and portfolio prioritization across the Metal ALD (MALD) and Dielectric ALD (DALD) product portfolios.

This role is ideal for a candidate with 3-5 years of relevant experience who is eager to grow their strategic finance skills while collaborating with cross-functional partners including Product Marketing, Program Management, Product Engineering, and Operations. The candidate will receive guidance from senior finance leadership while owning meaningful deliverables independently.

Key Responsibilities

Portfolio & Investment Management

* Support the development and maintenance of the resource plan by program for the MALD and DALD portfolios, including headcount (HC), operating spend, and capital expenditure (Cap Ex).

* Assist in project funding prioritization by helping define scope, timeline, and valuation, and preparing materials for leadership approval.

* Maintain a regular cadence of portfolio program reviews with key stakeholders, tracking milestone status for continued funding decisions.

* Contribute to Cap Ex strategy planning and assist in prioritization trade-off analysis under the guidance of senior team members and business owners.

Business Case & Financial Modeling

* Partner cross-functionally to support quarterly updates of program business case NPV models, including Revenue, COS, OpEx, and Cash Flow forecasting.

* Prepare financial decision support and scenario analyses for portfolio prioritization changes.

* Develop presentation materials to communicate business case financials to senior management with increasing independence over time.

Headcount & Resource Planning

* Support HC ramp logic, phasing, and risk assessment by preparing analyses and scenario models for finance and HR review.

* Assist in driving HC review cadences with HR and General Managers by preparing data-driven summaries and presentations.

* Support productivity tracking and reporting to identify resource gaps and opportunities.

Stakeholder Collaboration

* Collaborate and partner with nearshore finance consultants on in-quarter spend execution and management

* Ensure portfolio requirements are accurately captured for finance budgets and plans, including oversight of IQSM and CQ+1 spend guardrails.

* Maintain data accuracy and contribute to the finance team's ability to "tell the story" of the business unit through forecasting, financial close, and balance sheet integrity.

* Identify opportunities to improve efficiency and data quality in existing reporting processes.

* Own Customer Evaluation Opex forecasting and support ROI analysis

Qualifications & Preferences

Required

* Bachelor's degree in Finance, Accounting, Economics, or a related field.

* 3-5 years of progressive experience in…