Strategic Finance Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the financial business partner across R&D, G&A, and Corporate divisions.

• Take responsibility for complete forecasting cycles, month-end closures, and budget-to-actuals reporting.

• Oversee R&D expenditures, vendor and invoice approvals, headcount planning, non-headcount forecasts, cloud infrastructure cost management, and variance analysis.

• Lead G&A expense forecasting, headcount planning, vendor approvals, month-end closures, variance analysis, and budget-versus-actual reporting.

• Create reporting decks for the board of directors, quarterly financial reviews, and investor presentations.

• Manage billing actualization and forecasting processes.

• Provide monthly financial updates to executive leadership.

• Collaborate with Accounting during soft close, hard close, and results review sessions with budget owners.

• Maintain rolling forecasts, offer variance commentary, and finalize forecasts on a monthly basis.

• Work closely with recruiting, procurement, and department heads on headcount and expenditure decisions.

• Utilize AI tools for streamlining forecasting workflows, variance commentary, and conducting ad-hoc analyses.

⛳️ Requirements

• A minimum of 5 years of experience in FP&A or strategic finance, preferably within a high-growth SaaS or technology setting.

• Proven experience managing multiple cost centers or business lines concurrently.

• Proficiency in SaaS financial metrics including ARR, NRR, gross margin, CAC, and CLTV.

• Strong capabilities in financial modeling, forecasting, and budget-to-actual analysis.

• Familiarity with enterprise planning tools (such as Pigment, Adaptive, Anaplan, or similar), ERP systems (with a preference for NetSuite), and procurement platforms (like Coupa or equivalent).

• Experience in preparing materials for board meetings, executive presentations, and investor stakeholders.

• Ability to work independently across various stakeholder groups with minimal supervision.

• Excellent business partnering instincts.

• Previous experience in a high-growth, pre-IPO company environment.

• Genuine fluency in AI and active use of AI tools for modeling, analysis, and communication purposes.

• Knowledge of AWS/cloud cost tracking and COGS reporting.

• Experience with HRIS/ATS systems (such as Workday, Ashby, Greenhouse) for managing headcount.

• Must possess legal authorization to work in the country of employment.

• ClickUp is not able to sponsor or take over sponsorship of an employment visa for positions outside of engineering and product.

🏝️ Benefits

• Equity options.

• 401k plan.

• Health, Dental, and Vision insurance coverage.

• Spending accounts.

• Life and Disability insurance.

• Paid parental leave.

• Flexible paid time off policy.

• Enhanced employee assistance program.

• Employee wellness stipend.

• Professional development stipend.