Strategic FP&A Manager — AI-Driven SaaS Finance

ClickUp; United States; On-site; USD 123,000 - 160,000; Full time

Job summary

ClickUp is seeking an FP&A Manager to own the full forecasting, month-end close, and budget-to-actual reporting for R&D, G&A, and Corporate, partnering with department leaders and the accounting team to ensure accurate, timely insights.

This high-autonomy role sits on a lean Strategic Finance team; you will manage rolling forecasts, variance analyses, board materials, and investor-ready decks while leveraging AI tools to accelerate planning and drive data-driven decisions.

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.

Responsibilities

• Own the full cycle of forecasting, month-end close, and budget vs. actuals reporting for R&D, G&A, and Corporate.
• Prepare board-ready materials and investor-ready reporting decks.
• Collaborate with Accounting through monthly close cycles and variance analyses.
• Maintain rolling forecasts and provide variance commentary for material deviations.

Skills

FP&A

Strategic finance

SaaS metrics

Financial modeling

Forecasting

Budgeting

ERP systems

NetSuite

Vendor management

AI in FP&A

Tools

Pigment

Adaptive

Anaplan

NetSuite

Coupa

Job description

ClickUp is seeking an FP&A Manager to own the full forecasting, month-end close, and budget-to-actual reporting for R&D, G&A, and Corporate, partnering with department leaders and the accounting team to ensure accurate, timely insights.

This high-autonomy role sits on a lean Strategic Finance team; you will manage rolling forecasts, variance analyses, board materials, and investor-ready decks while leveraging AI tools to accelerate planning and drive data-driven decisions.