The opportunity
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.
What you'll do
Partner with Sales, Ecosystem, and Revenue Operations to understand business: priorities and translate them into financial forecasts and analysis.
Build and maintain financial models and forecasts that help GTM leaders: evaluate plans, assumptions, performance, and investment choices.
Own recurring reporting, explain material trends or variances, and make the: financial story clear to business partners.
Investigate ad hoc questions behind the numbers and turn the findings into: practical recommendations for target attainment and efficient growth.
Work with stakeholders to validate assumptions, improve the clarity and: consistency of reporting, and support sound day-to-day decisions.
years of experience in FP&A, strategic finance, financial analysis, or a: related analytical role, with examples of supporting business decisions.
What they're looking for
- Hands-on experience using AI tools and building AI-powered workflows to: streamline financial analysis, reporting, or forecasting, with the ability to validate outputs for accuracy and translate results into actionable business insights
- Strong financial modeling, forecasting, and spreadsheet skills, including the: ability to organize data and check work for accuracy.
- Experience producing recurring reporting or variance analysis and explaining: what the results mean for the business.
- Clear written and verbal communication, with the ability to make complex: financial information understandable to non-finance partners.
