Strategic Finance Manager

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. 🚀 **About the Role** ClickUp is looking for an FP&A Manager to serve as the financial business partner across three functions: 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. **What You'll Do** - **R&D:** Own expense management, vendor and invoice approvals, headcount planning, non-headcount forecasting, cloud infrastructure cost tracking, and month-end variance analysis and leadership reporting. - **G&A:** Drive expense forecasting, headcount planning, vendor approvals, and month-end close activities including variance analysis and BvA reporting for G&A departments. - **Corporate:** Prepare board of directors, QFR, and investor-ready reporting decks. Manage billings actualization and forecasting, and deliver monthly finance readouts to executive leadership. - Partner with Accounting through the monthly close cycle, including soft close, hard close, and results review with budget owners. - Maintain rolling forecasts, provide variance commentary for material deviations, and lock forecasts on a monthly cadence. - Collaborate cross-functionally with recruiting, procurement, and department leaders on headcount and spend decisions. - Leverage AI tools to accelerate forecasting workflows, variance commentary, and ad-hoc analysis, setting the bar for AI-augmented FP&A on the team. **What We're Looking For** - 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. - Comfort with enterprise planning tools (Pigment, Adaptive, Anaplan, or similar), ERP systems (NetSuite preferred), and procurement platforms (Coupa or equivalent). - Experience preparing materials for board, executive, and investor audiences, distilling complex data into clear, actionable narratives. - Ability to operate independently across multiple stakeholder groups with minimal direction. - Strong business partnering instincts: you make department heads sharper, not slower. **Nice to Have** - Prior experience in a high-growth, pre-IPO environment. - Genuine AI fluency: you actively use AI tools to accelerate modeling, analysis, and communication in your daily work. - Familiarity with AWS/cloud cost tracking and COGS reporting. - Experience with HRIS/ATS systems (Workday, Ashby, Greenhouse) for headcount management. #LI-Remote #LI-JMS **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. 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