Strategic Finance Manager

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. 🚀

About the Role

ClickUp is looking for an FP&A Manager to serve as the financial business partner across three functions: R&D, G&A, and Corporate. You'll own the full cycle of forecasting, month-end close, and budget vs. actuals reporting for each, partnering directly with department leaders and the accounting team. This is a high-autonomy role on a lean Strategic Finance team where you'll have real ownership from day one.

What You'll Do

• R&D: Own expense management, vendor and invoice approvals, headcount planning, non-headcount forecasting, cloud infrastructure cost tracking, and month-end variance analysis and leadership reporting.

• G&A: Drive expense forecasting, headcount planning, vendor approvals, and month-end close activities including variance analysis and BvA reporting for G&A departments.

• Corporate: Prepare board of directors, QFR, and investor-ready reporting decks. Manage billings actualization and forecasting, and deliver monthly finance readouts to executive leadership.

• Partner with Accounting through the monthly close cycle, including soft close, hard close, and results review with budget owners.

• Maintain rolling forecasts, provide variance commentary for material deviations, and lock forecasts on a monthly cadence.

• Collaborate cross-functionally with recruiting, procurement, and department leaders on headcount and spend decisions.

• Leverage AI tools to accelerate forecasting workflows, variance commentary, and ad-hoc analysis, setting the bar for AI-augmented FP&A on the team.

What We're Looking For

• 5+ years of FP&A or strategic finance experience, ideally in a high-growth SaaS/tech environment.

• Experience owning multiple cost centers or business lines simultaneously.

• Fluency in SaaS financial metrics (ARR, NRR, gross margin, CAC, CLTV) and the ability to connect operating metrics to financial outcomes.

• Strong financial modeling, forecasting, and budget-to-actual analysis skills.

• Comfort with enterprise planning tools (Pigment, Adaptive, Anaplan, or similar), ERP systems (NetSuite preferred), and procurement platforms (Coupa or equivalent).

• Experience preparing materials for board, executive, and investor audiences, distilling complex data into clear, actionable narratives.

• Ability to operate independently across multiple stakeholder groups with minimal direction.

• Strong business partnering instincts: you make department heads sharper, not slower.

Nice to Have

• Prior experience in a high-growth, pre-IPO environment.

• Genuine AI fluency: you actively use AI tools to accelerate modeling, analysis, and communication in your daily work.

• Familiarity with AWS/cloud cost tracking and COGS reporting.

• Experience with HRIS/ATS systems (Workday, Ashby, Greenhouse) for headcount management.

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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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 [email protected].