AI-Driven FP&A Manager (SaaS Growth)

ClickUp; Northern (KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

ClickUp is seeking an FP&A Manager to serve as a financial partner across R&D, G&A, and Corporate. You’ll own forecasting, month-end close, and budget vs. actual reporting, partnering with leaders and the accounting team to drive accurate, clear insights.

You will build rolling forecasts, manage variance analysis, and produce investor-ready materials for executive review, with a strong emphasis on AI-enhanced processes and cross-functional collaboration.

Qualifications

• 5+ years of FP&A or strategic finance experience 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 connecting 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).

Responsibilities

• Own full forecasting, month-end close, and budget vs. actual reporting for R&D, G&A, and Corporate.
• Lead variance analysis and leadership reporting; provide rolling forecasts and variance commentary.
• Collaborate with Recruiting, Procurement, and department leaders on headcount and spend decisions.
• Prepare board materials, QFR, and investor-ready decks; deliver monthly finance readouts to executives.
• Partner with Accounting through monthly close cycles and results reviews.
• Leverage AI tools to accelerate forecasting workflows and ad-hoc analysis.

Skills

FP&A experience

SaaS/tech exposure

Financial modeling

Forecasting

Budgeting

Tools

Pigment

Adaptive

Anaplan

NetSuite

Coupa

Job description

ClickUp is seeking an FP&A Manager to serve as a financial partner across R&D, G&A, and Corporate. You’ll own forecasting, month-end close, and budget vs. actual reporting, partnering with leaders and the accounting team to drive accurate, clear insights.

You will build rolling forecasts, manage variance analysis, and produce investor-ready materials for executive review, with a strong emphasis on AI-enhanced processes and cross-functional collaboration.