At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀
ClickUp's mission is to make the world more productive. We help teams bring work together in one workspace so they can focus on meaningful outcomes. As an Senior Strategic Finance Specialist in FP&A, you'll partner with leaders across Sales, Ecosystem, and Revenue Operations. You'll build the forecasts, models, and analysis that help these teams understand performance, make investments and decisions, and grow efficiently.
The Role
Partner with Sales, Ecosystem, and Revenue Operations to understand business priorities and translate them into financial forecasts and analysis.
Build and maintain financial models and forecasts that help GTM leaders evaluate plans, assumptions, performance, and investment choices.
Own recurring reporting, explain material trends or variances, and make the financial story clear to business partners.
Investigate ad hoc questions behind the numbers and turn the findings into practical recommendations for target attainment and efficient growth.
Work with stakeholders to validate assumptions, improve the clarity and consistency of reporting, and support sound day-to-day decisions.
Required Qualifications
1-2 years of experience in FP&A, strategic finance, financial analysis, or a related analytical role, with examples of supporting business decisions.
Hands-on experience using AI tools and building AI-powered workflows to streamline financial analysis, reporting, or forecasting, with the ability to validate outputs for accuracy and translate results into actionable business insights
Strong financial modeling, forecasting, and spreadsheet skills, including the ability to organize data and check work for accuracy.
Experience producing recurring reporting or variance analysis and explaining what the results mean for the business.
Clear written and verbal communication, with the ability to make complex financial information understandable to non-finance partners.
Strong judgment, attention to detail, and ability to manage multiple requests in a collaborative, fast-moving environment.
Desirable Qualifications
Experience supporting SaaS or technology teams, especially across multiple go-to-market functions.
Familiarity with financial planning systems or analytics tools such as Pigment, Adaptive, Anaplan, SQL, or business intelligence platforms.
Experience assessing resource allocation, investment choices, or the relationship between operating metrics and financial results.
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Equal Opportunity Employer
ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.
Visa Sponsorship
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
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AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.
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