SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
ClickUp is building an AI-native workspace that unifies tasks, docs, chat, calendar, and enterprise search. As a Senior Strategic Finance Specialist in FP&A, you will partner with leaders across Sales, Ecosystem, and Revenue Operations to drive financial planning and analysis that supports business growth and decision-making.
You will own the financial modeling and forecasting function for go-to-market teams, translating business priorities into actionable financial insights. Your responsibilities include building and maintaining financial models and forecasts that help GTM leaders evaluate plans, assumptions, and investment choices; owning recurring reporting and variance analysis to explain material trends to stakeholders; investigating ad hoc financial questions and turning findings into practical recommendations for target attainment and efficient growth; and working with stakeholders to validate assumptions and improve reporting clarity and consistency.
This role requires strong partnership skills—you'll need to make complex financial information understandable to non-finance partners and support sound day-to-day decision-making across the organization. You'll operate in a fast-moving, collaborative environment where attention to detail and judgment are critical.
ClickUp emphasizes AI fluency: every team member is expected to leverage AI daily, and you will be evaluated on your ability to use AI tools effectively. The company is looking for someone who can build AI-powered workflows to streamline financial analysis, reporting, and forecasting while validating outputs for accuracy.
REQUIREMENTS:
- 1–2 years of experience in FP&A, strategic finance, financial analysis, 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, with ability to validate outputs for accuracy and translate results into actionable business insights
- Strong financial modeling, forecasting, and spreadsheet skills, including ability to organize data and check work for accuracy
- Experience producing recurring reporting or variance analysis and explaining results for the business
- Clear written and verbal communication, with 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 relationship between operating metrics and financial results
