The Role
Supports iTero’s North American Commercial FP&A team through revenue and volume forecasting, scenario modeling, financial analysis, ROI evaluation, pricing and promotion support, and executive reporting. The role develops complex financial models, improves planning and reporting through automation and analytics, oversees revenue close activities, and partners with Sales, Marketing, Accounting, and FP&A leadership to guide investment and profitability decisions.
Summary Generated by Built In
Financial Analyst, iTero
This position is ideal for a highly agile, independent finance professional with strong financial acumen to join the NA Commercial FP&A team as a Financial Analyst supporting iTero. Partnering with Commercial leadership across Sales and Markets, you’ll provide critical forecasting, modeling, and analysis to influence pricing, promotions, and investment decisions. This role is vital to sustaining forecast accuracy and financial rigor for a fast-scaling, frequently-changing business, and is best suited to someone who thrives operating independently in a fast-paced environment.
• Lead US & CAN iTero volume and revenue forecasting (monthly, quarterly, annual), including scenario modeling, risk/opportunity assessment, and executive-level readouts versus actuals.
• Proactively drive financial outcomes by independently analyzing performance, identifying trends and root causes, and recommending actions that directly influence revenue growth, retention, and profitability for iTero Scanner and Services.
• Partner directly with Commercial leadership (Sales and Marketing) to support P&L-impacting activities, including pricing, promotions, programs, and OPEX reporting.
• Evaluate ROI and guide investment decisions across marketing programs, education initiatives, sales force productivity, and retention strategies for both US and Canada markets, exercising independent judgment on prioritization and resource allocation.
• Develop and own complex financial models for strategic initiatives, enabling data-driven decision-making in a dynamic and fast-paced environment.
• Champion the use of AI, automation, and advanced analytics to simplify forecasting, reporting, and planning processes, reducing manual effort while improving insight quality and speed.
• Lead enhancements to reporting, planning, and forecasting capabilities, driving cross-functional initiatives to improve scalability, automation, and financial controls.
• Oversee revenue-related close activities, ensuring accuracy, transparency, and strong partnership with Accounting and Global/Corporate FP&A teams.
• Operate with a high degree of autonomy and adapt quickly to shifting priorities, organizational changes, and ad hoc requests — escalating only when truly needed rather than waiting for direction.
What we’re looking for• Education: Bachelor’s degree in Accounting, Finance, Economics, or related field (MBA or advanced degree a plus).
• Experience: 4–6 years of progressive experience in Finance, FP&A, or related analytical roles, preferably supporting commercial or revenue-driven organizations.
• Skills: Advanced Excel and financial modeling skills; strong analytical judgment with a demonstrated ability to work through ambiguity and complex business problems independently, with minimal supervision.
• Agility: Proven track record of thriving in fast-paced, high-change environments — able to re-prioritize quickly, stay productive amid ambiguity, and adapt to evolving processes or org structures without losing momentum.
• Communication: Excellent communication and presentation skills, with comfort presenting to leadership and influencing decision-making.
• Teamwork: Collaborative mindset paired with a strong self-starter orientation — comfortable driving work forward independently across cross-functional teams.
Complementary skills• Experience with enterprise systems such as SAP, planning tools (e.g., Host Analytics), and data visualization platforms.
• Knowledge of Power BI, SQL, or similar tools strongly preferred.
• Strong documentation and process-design skills.
• Proven experience leveraging automation, AI, or advanced analytics to improve efficiency, accuracy, and decision support.
• Ability to travel up to 10%.
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About
Your growth and well-being:At Align, every smile matters. We’re committed to helping you thrive by supporting the health, growth, and well-being of our team members through a variety of tools and programs. While specific offerings may vary by location and role, Align employees can typically expect:Health and well-being programs to keep you thriving in both body and mind.Employee-exclusive discounts on Invisalign products.Learning opportunities through online learning resources and support for your individual development plans.Inclusive, global workplace that fosters collaboration, recognition and belonging.Country and/or role specific details will be shared with you by your recruiter during the interview process. Discover Align:We are a global community of game-changers and smart team players, united by our belief in the power of a smile. Our dynamic team of exceptional employees is dedicated to transforming the industry and creating extraordinary outcomes every day.Align’s core values of agility, customer, and accountability are more than words to work by, they are words we live by. The actions we take every day speak to who we are as a company and our focus on being truly impactful. We celebrate our differences, and the many ways we support one another— ultimately creating a more inclusive organization and world as we continue transforming smiles and changing lives.We foster a culture where thinking differently and seeking new experiences are not just encouraged but celebrated. With the Align Mindset, we empower each other, ensuring every voice is heard and valued in an inclusive environment that inspires creativity and collaboration.At Align, we believe in the power of a smile, and we know that every smile is as unique as our employees. As we grow, we are committed to building a workforce rich in diverse cultural backgrounds and life experiences, fostering a culture of open-mindedness and compassion. We live our company values by promoting healthy people and healthy communities, all with the intent of changing millions of lives, one unique smile at a time. As part of our commitment to innovation, Align Technology includes exocad and Cubicure, companies that enhance our offerings and extend our impact to industry transformation.Eager to learn how we embrace our global differences and nurture employee well-being? Explore Align's culture here!Want to discover more about exocad and Cubicure? Click on their names for additional information.
Skills Required
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- 4–6 years of progressive experience in Finance, FP&A, or related analytical roles
- Advanced Excel and financial modeling skills
- Strong analytical judgment and ability to solve complex business problems independently
- Ability to work effectively in fast-paced, high-change environments and reprioritize quickly
- Excellent communication and presentation skills, including presenting to leadership
- Collaborative mindset and ability to drive work independently across cross-functional teams
- Experience with enterprise systems such as SAP, planning tools such as Host Analytics, and data visualization platforms
- Knowledge of Power BI, SQL, or similar tools
- Experience leveraging automation, AI, or advanced analytics to improve efficiency and decision support
- Strong documentation and process-design skills
- MBA or advanced degree
Align Technology Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Align Technology and has not been reviewed or approved by Align Technology.
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Healthcare Strength — Health coverage includes medical, dental, vision, life, and both short‑ and long‑term disability, along with AD&D and wellness resources. Select locations add region‑specific programs such as medical coverage and Multisport, reinforcing breadth.
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Strong & Reliable Incentives — A corporate bonus plan outlines performance‑based rewards and eligibility, and compensation is described as competitive in commercial roles. Incentive structures in sales are portrayed as offering strong on‑target earnings potential.
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Retirement Support — Retirement programs feature a 401(k) plan with company contribution mechanisms, profit sharing, and a defined contribution pension plan. These elements emphasize long‑term financial security alongside salary and bonus.
Align Technology Insights
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The Company
What We Do
Twenty years ago, we pioneered the world's first clear aligners. Since then, we have continuously innovated with new products and technologies that are revolutionizing treatments for doctors and their patients. Invisalign clear aligners and the iTero Intraoral scanner help dental professionals achieve the clinical results they expect and deliver effective, advanced dental options to their patients. Helping change millions of lives, one smile at a time. Discover your straight path to a bright future at Align. As a part of our smart, diverse and fast-moving global team, you'll make an impact for the market leader that's moving an industry forward. Want to find out what’s next for us—and for you?
