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 including project management, document collaboration, spreadsheets, chat, goals, and more. On a mission to make the world more productive, ClickUp is headquartered in San Diego and scaling remotely and internationally. As one of the fastest-growing SaaS companies in the world, ClickUp helps millions of users to be more productive and save at least one day every week. 🦄

ClickUp is hiring for a Head of Strategic Finance, a key partner to our senior leadership team as we balance hyper-growth and efficiency on the path to IPO. Strategic Finance at ClickUp operates at a critical intersection in the business. They are responsible for seamlessly blending strategy, operations, and financials within our planning processes, enforcing accountability to targets that are aggressive but achievable, and using both data and narrative building to drive improvements in our operations.

Each member of the Strategic Finance function is a strategic partner first and a financial expert second. The team consists of functional business partners who are strategic advisors and right hands to the functional leaders they support, and a corporate finance team that helps to drive the broader company financial narrative. This is a senior leadership role and will report to the Vice President of Finance & Operations.

What you’ll do:

  • Lead the Strategic Finance function; providing guidance, hiring & developing talent, and ensuring the team has the resources they need to be successful.
  • Work with ClickUp’s leadership team to design the company’s financial future — ensuring the strategy, investments, and operational plans are in place to make that future a reality.
  • Partner with the Go-To-Market and Revenue Operations teams to build detailed plans around Annual Recurring Revenue and the business inputs that allow us to grow, including Marketing spend, pipeline, and Sales capacity.
  • Become a trusted advisor to ClickUp's broader senior leadership team, proactively identifying opportunities and driving investment decisions that will accelerate revenue and improve margins.
  • Participate in and ensure the success of cross-functional initiatives that improve ClickUp’s business; using data and an understanding of our strategy and operations to influence decision-making, and incorporating any impacts into our planning.
  • Develop a deep understanding of operations within each business function, ensuring leaders have the right processes, systems, and investments in place to operate efficiently and achieve their goals.
  • Define, report on, and drive accountability around a set of core performance metrics & targets that clearly illustrate the success of each business function, enforcing a culture of performance management that is tied to tangible business outcomes.
  • Own the recurring financial forecasting processes and portions of the monthly financial close process — working closely with Accounting and ClickUp’s leadership to ensure accuracy and deliver insights across all three financial statements.
  • Partner closely with supporting teams to refine and enforce governance processes such as purchase order and offer approvals.


  • Proven track record of building, leading, and developing high-performing teams.
  • 8+ years of relevant experience in FP&A or related roles, and 2+ years of experience leading leaders.
  • Experience with the SaaS business model, preferably in organizations that have deployed both product and sales led growth principles.
  • Experience with a wide range of financial models and knowledge of financial modeling best practices.
  • Strong oral and written communication skills, with the ability to synthesize and simplify complex information and communicate it across all levels of the organization.
  • Proactive, analytical, and growth-oriented, with an ability to solve ambiguous problems and unlock opportunity.
  • Strong EQ, experience partnering across matrixed organizations, and an aptitude for building deep business partnerships with senior leaders.


ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! 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.

Apply for this Job

* Required

resume chosen  
(File types: pdf, doc, docx, txt, rtf)

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in ClickUp’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.