Portfolio Lead

Role Summary

This role supports the CMP business unit, which spans across device markets from Advanced/Mature Foundry-Logic to DRAM, NAND. The candidate will apply financial expertise to drive portfolio optimization and investment decisions that enable profitable growth. As a key finance business partner, the candidate will manage the CMP product portfolio across technologies and customer segments, with a strong emphasis on NPV analysis for the key BU projects and forecasting Opex/Capex expenses for the business.

Key Responsibilities

Portfolio Management & Strategic Planning

• Lead the development and presentation of CMP portfolio resource plans (headcount, spend, Capex) to BU and Segment ELT, ensuring alignment with strategic priorities and risk mitigation.
• Own long-term strategic planning for CMP portfolio resources, balancing innovation with operational efficiency.
• Drive prioritization of product investments, including scope definition, valuation modeling, approval workflows, and execution oversight.
• Monitor program milestones and proactively address execution gaps through corrective actions.

• Champion the use of financial tools (Anaplan, SAP BPC, Tableau, PRM) for pricing and portfolio analytics.
• Partner with ACE near-shore finance teams to ensure accurate budget capture and planning.
• Ensure data integrity and support leadership in crafting the financial narrative for the CMP business.

• 7-10 years of progressive corporate finance experience, ideally within semiconductor equipment or manufacturing.
• MBA preferred; strong foundation in accounting, pricing strategy, and financial modeling.
• Advanced Excel skills; proficiency in Anaplan, SAP BPC, Tableau, and PRM.
• Exceptional analytical, organizational, and project management capabilities.
• Executive-level communication skills with the ability to influence cross-functional stakeholders.
• Key attributes: Assertiveness, initiative, intellectual curiosity, collaboration, and strong business acumen.