Financial, Business Intelligence Analyst

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ClickUp is the world's only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform including project management, document collaboration, spreadsheets, chat, goals, and more. On a mission to make the world more productive, ClickUp is headquartered in San Diego and scaling remotely and internationally. As one of the fastest-growing SaaS companies in the world, ClickUp helps millions of users to be more productive and save at least one day every week. 🦄

Do you enjoy taking an analytical, creative, and innovative approach to solving problems? Do you have an entrepreneurial mindset and thrive in a fast paced, data-driven business environment?  If so, this may be the role for you! 

ClickUp is looking for a highly motivated Financial, Business Intelligence Analyst across ClickUp’s sales and customer success organizations. You will turbocharge ClickUp’s growth while also leading key financial projects to effectively scale our growth to $10B+ annually in the next few years. You must have strong experience in building the analytic /dashboard strategy, planning, and revenue scaling function for a hyper-growth company that will escalate our existing framework. This is a highly visible role within the company with a direct partnership with the revenue leadership team with direction, insights to analytics dashboard, and reports.

You will enable the organization to establish, meet, and exceed both current and future business-critical objectives through leadership of Financial strategy. This includes the design, development, and facilitation of financial strategy KPIs, Dashboards, and reports for all levels of ClickUp Sales, including leadership of vital cross-functional efforts.

The Role:

  • Develop subject-matter expertise in the context of Finance
  • Proactively identify new analytic projects and determine enhancements to existing solutions
  • Work with large sets of data to build data pipelines and analytics for external, executive and company wide reporting
  • Fill in the gaps that exist in dashboards and reports by performing analysis, yet take ownership of improving those tools to facilitate self-service
  • Work collaboratively with data engineers, analysts, and data visualization engineers to deliver analytic solutions
  • Work cross-functionally with FP&A, Controllership, Operations, Analytics and Engineering for tight alignment

Qualifications:

  • 3+ years of BI experience, at least 2+ of SaaS (B2B, B2C) and Financial-Analytical experience
  • Startup experience is highly preferred
  • Cross-functional leading experience
  • Experience leading direct reports
  • A bachelor’s degree
  • Experience with building business models for GTM plans.
  • Ability to excel in a hyper-growing environment by being a fast learner and creative problem solver. At the same time is passionate about work, humble in nature, and a phenomenal team player.
  • You are an analytics-minded engineer with a strong passion for empowering business with data solutions 
  • You can take vague requirements and crystalize them into data analytics and tooling
  • You have an aptitude for accuracy, automation and scaling, and can translate business needs into robust data models and solutions
  • You are able to express data through curated visualizations and compelling storytelling
  • You enjoy being highly connected to the business and solving problems end-to-end with minimal oversight
  • You can clearly articulate metric definitions, data insights and project roadmaps in verbal and written form
  • You have great collaboration skills, and can influence cross-functional teams through strong thought partnership 

ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

More Information on ClickUp
ClickUp operates in the Cloud industry. The company is located in San Diego, CA. ClickUp was founded in 2016. It has 1000 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Open door policy, OKR operational model, Team based strategic planning and Pair programming. To see all 23 open jobs at ClickUp, click here.
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