Senior Strategic Finance Specialist
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Job Description
Strategic finance specialist building forecasts and models for ClickUp’s AI-powered productivity workspace. Supporting Sales, Ecosystem, and Revenue Operations with analysis and investment insights.
Responsibilities:
- 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 for go-to-market leaders
- Help leaders evaluate plans, assumptions, performance, and investment choices
- Own recurring reporting and explain material trends or variances
- Make the financial story clear to business partners
- Investigate ad hoc questions and turn findings into recommendations for target attainment and efficient growth
- Validate assumptions with stakeholders
- Improve the clarity and consistency of reporting
- Support sound day-to-day business decisions
Requirements:
- 1-2 years of experience in FP&A, strategic finance, financial analysis, or a related analytical role
- Hands-on experience using AI tools and building AI-powered workflows for financial analysis, reporting, or forecasting
- Ability to validate AI outputs for accuracy and translate results into actionable business insights
- Strong financial modeling, forecasting, and spreadsheet skills
- Experience producing recurring reporting or variance analysis
- Clear written and verbal communication skills
- Strong judgment and attention to detail
- Ability to manage multiple requests in a collaborative, fast-moving environment
- Experience supporting SaaS or technology teams is desirable
- Familiarity with Pigment, Adaptive, Anaplan, SQL, or business intelligence platforms is desirable
- Experience assessing resource allocation, investment choices, or relationships between operating metrics and financial results is desirable
Benefits:
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
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