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
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.
What they're looking for
- Leverage AI tools to accelerate forecasting workflows, variance commentary,: and ad-hoc analysis, setting the bar for AI-augmented FP&A on the team.
- + 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.
