Senior Strategic Finance Specialist

The role

You will partner with Sales, Ecosystem, and Revenue Operations leaders. You will build forecasts, models, and analysis to help these teams understand performance and make investment decisions.

What you will do

• Partner with Sales, Ecosystem, and Revenue Operations to translate business priorities into financial forecasts and analysis.
• Build and maintain financial models and forecasts to help GTM leaders evaluate plans, assumptions, performance, and investment choices.
• Own recurring reporting and explain material trends or variances.
• Investigate ad hoc questions and turn findings into practical recommendations.
• Work with stakeholders to validate assumptions and improve reporting clarity and consistency.

Required qualifications

• 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 to streamline financial analysis, reporting, or forecasting.
• Strong financial modeling, forecasting, and spreadsheet skills.
• Experience producing recurring reporting or variance analysis.
• Clear written and verbal communication.
• Strong judgment, attention to detail, and ability to manage multiple requests in a collaborative, fast-moving environment.

Nice to have

• 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 the relationship between operating metrics and financial results.

Before you apply

• Unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product.
• AI fluency is evaluated as part of the hiring process.
• ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications.

About the company

ClickUp is an AI-native company building a converged AI workspace. Their mission is to make the world more productive by helping teams bring work together in one workspace.