---
title: 'Senior Strategic Finance Specialist at ClickUp'
canonical: 'https://feeny.ai/job/senior-strategic-finance-specialist-clickup-united-states-4xtxtx931k2z'
type: 'job'
last_seen: '2026-10-25'
---

# Senior Strategic Finance Specialist at ClickUp

- **Company:** [ClickUp](https://feeny.ai/companies/clickup)
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-23
- **Last confirmed live:** 2026-10-25
- **Apply:** https://jobs.ashbyhq.com/clickup/d662885d-0ecd-4c26-adf4-67028081696b

## Job description

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.

## 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

## 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.](https://clickup.com/careers-terms/candidate-privacy-notice) If you are a Philippine Job Applicant, please also see our [Philippine Data Privacy Notice](https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open) 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](http://clickup.com) email or through our official careers portal on [clickup.com](http://clickup.com). We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.

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 AskPeople@ClickUp.com.

## About ClickUp

## Company Overview
- **One-liner**: ClickUp provides an all-in-one productivity platform that replaces fragmented work tools with a unified solution for tasks, documents, collaboration, and AI-powered agents.
- **Entity Type**: Private (Series C)
- **Headquarters**: San Diego, California, USA
- **Founded**: 2016
- **Founders**: Zeb Evans and Alex Yurkowski

## Core Business
- **Primary industry**: Productivity Software / Project Management / AI Agents
- **Target customers**: B2B, serving teams of all sizes from SMBs to 85% of the Fortune 500 [clickup.com]
- **Mission**: Maximize human productivity by fundamentally reinventing how work gets done through the convergence of software, AI, and humans [clickup.com/careers]

## Products & Services
- **ClickUp Platform**: The core product — an everything app for work combining tasks, docs, chat, whiteboards, goals, timelines, and 100+ product replacements [clickup.com]
- **Brain²**: ClickUp’s AI engine that intelligently routes tasks to the best frontier model (GPT, Claude Opus, Gemini, etc.) with full workspace context, memory, and preferences [clickup.com]
- **Super Agents**: Configurable AI agents that automate workflows — including PM Agent, Assign Agent, and Live Answers Agent — with the ability to build custom agents using any MCP (Model Context Protocol) connection [clickup.com]
- **ClickUp Apps**: Integrations with Google Drive, GitHub, Salesforce, Slack, and thousands of other tools [clickup.com]

## Market Standing
- **Valuation**: $4 billion (latest round, per Tracxn) [tracxn.com]
- **Total Funding**: $535 million raised [tracxn.com]
- **Key Metric**: Over 5 million teams use ClickUp; 85% of Fortune 500 companies are customers [clickup.com]
- **Notable Investors**: Andreessen Horowitz, Tiger Global Management, Craft Ventures [tracxn.com]
- **Growth Signals**: 1,529 employees as of March 2026; strong adoption of AI agents with 3M+ tasks automated; Forrester TEI study reports 384% ROI and payback in under 6 months for customers [tracxn.com, clickup.com]

## Competitive Advantages
- **Convergence over bundling**: Unlike competitors who bolt together separate tools, ClickUp was built from the ground up as one unified platform, giving Brain² full context across all work types (tasks, docs, conversations, files) — context that competitor AI tools lack [clickup.com/about]
- **Model-agnostic AI**: Brain² intelligently routes each query to the best frontier model (GPT, Claude, Gemini, etc.), delivering optimal performance without vendor lock-in [clickup.com]
- **Enterprise-grade security**: SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant, with AI privacy protections exceeding standard enterprise SaaS [clickup.com]
- **Massive product surface area**: 100+ products in one platform means customers can consolidate an entire tech stack, creating deep switching costs

## Strategic Focus
- **AI-first convergence**: Deep investment in AI agents (Super Agents) and ambient intelligence that anticipates user needs rather than just responding to commands [clickup.com]
- **Platform expansion**: Continuing to absorb adjacent tool categories (chat, docs, whiteboards, goals) to eliminate toggling between apps [clickup.com/careers]
- **Enterprise scale**: Targeting larger deployments with proven ROI data and robust compliance/security posture

## Why Work Here
- **Culture & values**: The company emphasizes grit, growth mindset (“grow 1% every day”), passion, and hard work. Core value: “Normal f*cking sucks” — a rejection of status quo thinking [clickup.com/careers]
- **Impact**: Employees are empowered to work across AI, product, and engineering — “you don’t need to be an engineer to dive deep into leveraging AI” [clickup.com/careers]
- **Work model**: Remote-friendly with offices in San Diego (HQ), United States, Canada, Ireland, United Kingdom, Australia, and globally [clickup.com/about]
- **Perks**: Generous PTO, health plans, retirement benefits, wellness programs, and parental leave [clickup.com/careers]
- **Growth**: The company explicitly hires for potential impact and supports “building your boldest career”; recent headcount of 1,529 signals continued scaling [tracxn.com, clickup.com/careers]

## Sources
1. [ClickUp Careers Page](https://clickup.com/careers)
2. [ClickUp About Page](https://clickup.com/about)
3. [ClickUp Homepage](https://clickup.com/)
4. [Tracxn Company Profile](https://tracxn.com/d/companies/clickup/__lm2pfON0Ef7h6Fu5h9GkLd9_fspnDEnBOL2bEKJxWkg)

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