Strategic FP&A Lead – SaaS, Forecasting & Board Decks

Apply; Northern (KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

ClickUp is seeking an FP&A Manager to serve as the financial business partner across 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. This position focuses on AI-augmented forecasting, cross-functional collaboration, and delivering

Qualifications

• 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.

Responsibilities

• Own the full cycle of forecasting, month-end close, and budget vs. actual reporting for multiple cost centers.
• Partner with R&D, G&A, and Corporate leaders and the accounting team on planning and variance analysis.
• Prepare board, QFR, and investor-ready reporting decks for leadership.
• Leverage AI tools to accelerate forecasting workflows, variance commentary, and ad-hoc analysis.

Skills

Financial modeling

Forecasting

Budgeting

Business partnering

Variance analysis

Tools

Pigment

Adaptive

Anaplan

NetSuite

Coupa

Workday

Job description

ClickUp is seeking an FP&A Manager to serve as the financial business partner across 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. This position focuses on AI-augmented forecasting, cross-functional collaboration, and delivering