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. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀
About the Role
ClickUp is looking for an FP&A Manager to serve as the financial business partner across three functions: R&D, G&A, and Corporate. You'll own the full cycle of forecasting, month-end close, and budget vs. actuals reporting for each, partnering directly with department leaders and the accounting team. This is a high-autonomy role on a lean Strategic Finance team where you'll have real ownership from day one.
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.
Leverage AI tools to accelerate forecasting workflows, variance commentary, and ad-hoc analysis, setting the bar for AI-augmented FP&A on the team.
What We're Looking For
5+ 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.
Strong financial modeling, forecasting, and budget-to-actual analysis skills.
Comfort with enterprise planning tools (Pigment, Adaptive, Anaplan, or similar), ERP systems (NetSuite preferred), and procurement platforms (Coupa or equivalent).
Experience preparing materials for board, executive, and investor audiences, distilling complex data into clear, actionable narratives.
Ability to operate independently across multiple stakeholder groups with minimal direction.
Strong business partnering instincts: you make department heads sharper, not slower.
Nice to Have
Prior experience in a high-growth, pre-IPO environment.
Genuine AI fluency: you actively use AI tools to accelerate modeling, analysis, and communication in your daily work.
Familiarity with AWS/cloud cost tracking and COGS reporting.
Experience with HRIS/ATS systems (Workday, Ashby, Greenhouse) for headcount management.
Equal Opportunity Employer
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.
Privacy Notice
ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.
If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.
Visa Sponsorship
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
Fraud Alert
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [email protected].
AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at [email protected].
Skills Required
- 5+ years of FP&A or strategic finance experience, ideally in a high-growth SaaS or technology environment
- Experience owning multiple cost centers or business lines simultaneously
- Fluency in SaaS financial metrics, including ARR, NRR, gross margin, CAC, and CLTV
- Strong financial modeling, forecasting, and budget-to-actual analysis skills
- Experience with enterprise planning tools such as Pigment, Adaptive, Anaplan, or similar
- Experience with ERP systems, preferably NetSuite
- Experience with procurement platforms such as Coupa or equivalent
- Experience preparing board, executive, and investor reporting materials
- Ability to operate independently across multiple stakeholder groups with minimal direction
- Strong financial business partnering skills with department leaders
- Prior experience in a high-growth, pre-IPO environment
- Genuine AI fluency and active use of AI tools for modeling, analysis, and communication
- Familiarity with AWS or cloud cost tracking and COGS reporting
- Experience with HRIS or ATS systems such as Workday, Ashby, or Greenhouse
ClickUp Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ClickUp and has not been reviewed or approved by ClickUp.
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Strong & Reliable Incentives — Feedback suggests variable compensation is attractive for high performers in customer-facing roles, with healthy on-target-earnings ranges. This indicates incentives are structured to reward above-target performance.
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Healthcare Strength — Feedback suggests health coverage is robust, with comprehensive medical, dental, and vision options and low out-of-pocket costs reported by some. Wellness and mental health programs further bolster the offering.
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Leave & Time Off Breadth — Feedback suggests generous or flexible PTO and parental leave are core parts of the package, supported by remote-friendly practices. Additional elements like volunteer time off and paid holidays broaden the time-off mix.
ClickUp Insights
What We Do
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 that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week.
Why Work With Us
ClickUppers are highly passionate, energetic, and unique people that align in the mission of saving people time and making the world more productive. We're the newcomer, the underdog, but that's where we thrive. Let’s make the world more productive!
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