战略财务经理
Strategic Finance Manager
在ClickUp，我们正在打造未来的工作方式：首个真正融合AI的办公空间，将任务、文档、聊天、日历和企业搜索统一起来，所有功能都由以情境为中心的AI驱动。我们是一家以AI为核心的企业。每位员工都被期望每天使用AI，并且我们将AI熟练程度作为招聘流程的一部分进行评估。加入我们，一起重新定义可能的边界。🚀
职位简介
ClickUp正在寻找一位FP&A经理，作为R&D、G&A和Corporate三个部门的财务业务伙伴。你将负责每个部门的完整周期预测、月度结账和预算与实际报告，直接与部门负责人和会计团队合作。这是一个在精简的战略财务团队中具有高度自主权的角色，从第一天起你就将拥有真正的责任。
你将负责的工作
- R&D：负责费用管理、供应商和发票审批、人员编制规划、非人员编制预测、云基础设施成本跟踪，以及月度差异分析和领导层报告。
- G&A：推动费用预测、人员编制规划、供应商审批，以及G&A部门的月度结账活动，包括差异分析和BvA报告。
- Corporate：准备董事会、季度财务报告（QFR）和投资者准备的报告演示文稿。管理账单实际化和预测，并向高管层提供每月财务简报。
- 在月度结账周期中与会计团队合作，包括软结账、硬结账和与预算负责人进行结果审查。
- 维护滚动预测，对重大偏差提供差异分析评论，并按月锁定预测。
- 与招聘、采购和部门负责人跨职能合作，进行人员编制和支出决策。
- 利用AI工具加速预测工作流、差异分析和临时分析，为团队设定AI增强型FP&A的标准。
我们寻找的人选
- 5年以上FP&A或战略财务经验，最好是在高增长的SaaS/科技环境中有相关经验。
- 有同时负责多个成本中心或业务线的经验。
- 熟悉SaaS财务指标（ARR、NRR、毛利润、CAC、CLTV），并能将运营指标与财务成果联系起来。
- 具备强大的财务建模、预测和预算与实际分析能力。
- 熟悉企业规划工具（Pigment、Adaptive、Anaplan或类似工具）、ERP系统（NetSuite优先）和采购平台（C
查看英文原文
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. 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.