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ClickUp is seeking an FP&A Manager to serve as the financial business partner across three key functions: R&D, G&A, and Corporate. This is a high-autonomy role on a lean Strategic Finance team where you'll own the full cycle of forecasting, month-end close, and budget vs. actuals reporting, partnering directly with department leaders and the accounting team.
Key Responsibilities:
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 budget vs. actuals reporting for G&A departments.
Corporate: Prepare board of directors, quarterly financial review, and investor-ready reporting decks. Manage billings actualization and forecasting, and deliver monthly finance readouts to executive leadership.
You will 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.
About ClickUp: ClickUp is building an AI-native workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. Every team member is expected to leverage AI daily.
Requirements:
- 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 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
Nice to Have:
- Prior experience in a high-growth, pre-IPO environment
- Genuine AI fluency and active use of AI tools to accelerate modeling, analysis, and communication
- Familiarity with AWS/cloud cost tracking and COGS reporting
- Experience with HRIS/ATS systems (Workday, Ashby, Greenhouse) for headcount management
