Senior Strategic Finance Specialist
- Location
- Remote (US)
- Job type
- Full-time
- Level
- Lead / Staff
- Experience
- 1+ year
- Listed
- 18 days ago
Skills & highlights for this role
- FP&A or strategic finance experience
- Financial modeling
- Forecasting
- Spreadsheet proficiency
- Recurring reporting and variance analysis
- AI tools for financial analysis and reporting
- Written and verbal communication
- Attention to detail
- Stakeholder management
Also useful
- SaaS or technology industry experience
- Pigment
- Adaptive Insights
- Anaplan
- SQL
- Business intelligence tools
- Resource allocation and investment assessment
- Operating metrics to financial results analysis
The Role
- 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 that help GTM leaders evaluate plans, assumptions, performance, and investment choices.
- Own recurring reporting, explain material trends or variances, and make the financial story clear to business partners.
- Investigate ad hoc questions behind the numbers and turn the findings into practical recommendations for target attainment and efficient growth.
- Work with stakeholders to validate assumptions, improve the clarity and consistency of reporting, and support sound day-to-day decisions.
Required Qualifications
- 1-2 years of experience in FP&A, strategic finance, financial analysis, or a related analytical role, with examples of supporting business decisions.
- Hands-on experience using AI tools and building AI-powered workflows to streamline financial analysis, reporting, or forecasting, with the ability to validate outputs for accuracy and translate results into actionable business insights
- Strong financial modeling, forecasting, and spreadsheet skills, including the ability to organize data and check work for accuracy.
- Experience producing recurring reporting or variance analysis and explaining what the results mean for the business.
- Clear written and verbal communication, with the ability to make complex financial information understandable to non-finance partners.
- Strong judgment, attention to detail, and ability to manage multiple requests in a collaborative, fast-moving environment.
Desirable Qualifications
- 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.
- #LI-SM1
- #LI-Remote
About ClickUp
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.
ClickUp's mission is to make the world more productive. We help teams bring work together in one workspace so they can focus on meaningful outcomes. As an Senior Strategic Finance Specialist in FP&A, you'll partner with leaders across Sales, Ecosystem, and Revenue Operations. You'll build the forecasts, models, and analysis that help these teams understand performance, make investments and decisions, and grow efficiently.
Equal opportunity and legal notices
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.
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.
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.
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.
From ClickUp's careers page, first listed on Rolev.ai on October 23, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Senior Strategic Finance Specialist job at ClickUp located?
Yes, this Senior Strategic Finance Specialist opening at ClickUp is listed as Remote (US). Always check ClickUp's application page for specific state eligibility or relocation policies.
What qualifications are required for Senior Strategic Finance Specialist at ClickUp?
For the Senior Strategic Finance Specialist role, ClickUp highlights 1+ year of relevant experience; experience with FP&A or strategic finance experience, Financial modeling, Forecasting, Spreadsheet proficiency, Recurring reporting and variance analysis, AI tools for financial analysis and reporting. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Senior Strategic Finance Specialist position at ClickUp?
This listing links directly to ClickUp's Ashby application page. You can apply directly on ClickUp's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.