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](https://hrportal.ehr.com/applied/). # **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. - S…