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Senior Strategic Finance Specialist

Clickup · United States · Remoto · $65K – $85K • Offers Equity

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.

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