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Applied Materials Opex Portfolio Manager – EPI B4 
United States, California 
451692136

29.05.2025

What We Offer

$133,500.00 - $183,500.00Santa Clara,CA

Epitaxy Products - (

Major Responsibilities

This is a dynamic role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the business. The position requires an individual who is eager to work with BU executives, as well as cross-functionally partner with Product Marketing, Program management, Product Engineering, and Operations to provide valued financial insights on the following:

  • Present to ELT of the BU and Segment the near-term Portfolio resource plan (HC, Spend, Capex) and articulate alignment to program priority or execution risk/acceleration.
  • Develop and own Portfolio resource plan for long term Strategic Plan.
  • Support project funding prioritization decision-making as it relates to defining scope, timeline, valuation, gaining approval, and execution.
  • Key stakeholder of Product portfolio’s review of milestone status for continued funding. Must drive corrective actions to improve programs commit executions.
  • Partner cross-functionally to drive and maintain the quarterly update of each program business case NPV models (Forecasting: Revenue, COS, Opex, Cash flow). Independently present business case financials to Senior management
  • Interface with Portfolio owner to prioritize projects, measure productivity, and optimize resources. Includes capital spending plan and tracking.
  • Provide financial decision-support and ad hoc or scenario analysis, including 10% cutline and incremental ramp impacts, Program End of Life
  • Partner within Finance and BU to drive adoption of data tools (eg. Anaplan, SAP BPC, Tableau, and Project Resource Management (PRM)) to streamline R&D spend reporting and analysis.
  • Partner with ACE near-shore finance organization to ensure portfolio requirements are captured appropriately for finance budgets and plans.
  • Ensure data accuracy and partner with management team to develop and tell the story of the business unit using that information(forecasting/budgeting,financial close, balance sheet integrity).


Qualifications & Preferences

  • Executive-level communications
  • Ability to drive detailed process and data analytics to support engineering program management.
  • MBA preferred.
  • Certification in Program Management ideal
  • Very strong Excel skills, including modeling.
  • Strong systems capabilities, preferably with Anaplan, SAP BPC, tableau and PRM
  • Analytical and problem-solving skills
  • Interpersonal skills to engage with partners to understand key issues, develop recommendations and implement actions to improve business results.
  • Experience in P&L reporting and analysis
  • Basic accounting knowledge
  • Other valued characteristics – assertiveness, initiative, communication, curiosity about the business, team-oriented, collaborative
  • Experience in semiconductor equipment or other manufacturing enterprises

Company Facts

  • Nasdaq listing: AMAT
  • Fiscal 2024 Revenue: $27.2 billion
  • Fiscal 2024 R&D: $3.2 billion
  • Founded: November 10, 1967
  • Global Presence: 150 cities in 24 countries
  • Employees: ~35,700 worldwide
  • Patents: ~20,000 issued

Full time

Assignee / Regular