Sr. Finance Portfolio Analyst; B4

Financial Analyst

Applied Materials is the global leader in materials science and engineering solutions that are at the foundation of virtually every new semiconductor chip and advanced display in the world. Join us and push the boundaries of materials science and engineering in a company at the foundation of the electronics industry. The work we do together advances the world's technology.

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

• 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.

• 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.

• Manage Cap Ex 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.

• Develop and maintain valuation models for key development programs, including revenue, margin, OpEx, Cap Ex, 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.

• 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.

• 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,…