Senior Strategic Finance Specialist

OpenKrill; United States; Remote; USD 110,000 - 165,000; Full time

Job summary

ClickUp is hiring an Senior Strategic Finance Specialist in FP&A to partner with Sales, Ecosystem, and Revenue Operations. You will build forecasts, models, and analyses to inform performance, investments, and growth strategies.

Join an AI-native company prioritizing AI fluency in hiring. You will own recurring reporting, validate assumptions, and translate complex financial data into actionable business insights across GTM functions.

Qualifications

• 1–2 years of FP&A, strategic finance, or 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.
• Strong financial modeling, forecasting, and spreadsheet skills with data organization and accuracy checks.
• Experience producing recurring reporting or variance analysis and explaining results for the business.
• Clear written and verbal communication, able to translate complex numbers for non-finance partners.
• Strong judgment, attention to detail, and ability to handle multiple requests in a fast-paced environment.

Responsibilities

• Partner with Sales, Ecosystem, and Revenue Operations to translate priorities into financial forecasts and analysis.
• Build and maintain financial models and forecasts to evaluate plans, assumptions, performance, and investments.
• Own recurring reporting, explain variances, and craft the financial story for business partners.
• Investigate ad hoc questions and turn findings into actionable recommendations for growth.

Skills

AI tools usage

Financial modeling

Forecasting

Data analysis

Communication

Cross-functional collaboration

Tools

Pigment

Adaptive Planning

Anaplan

SQL

BI tools

Job description

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.

#LI-SM1#LI-Remote

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.

Privacy Notice

ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice. https://clickup.com/careers-terms/candidate-privacy-notice

If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open 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.

Fraud Alert

ClickUp Talent Acquisition will only initiate contact via an @clickup.com http://clickup.com email or through our official careers portal on clickup.com http://clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [e-mail].

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 [e-mail].