[All remote jobs](https://jobicy.com/jobs.md)[![ClickUp logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/cd5be0ef-221.jpg)](https://jobicy.com/company/clickup.md)[ClickUp](https://jobicy.com/company/clickup.md) # Senior Strategic Finance Specialist Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/clickup.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 65k–85k / yrDepartment[Finance & Accounting](https://jobicy.com/categories/accounting-finance.md)EmploymentFull TimeExperienceSeniorPublished30 Oct 2026Apply before29 Nov 2026Listing views35Application actions2Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. This FP&A role partners with Sales, Ecosystem, and Revenue Operations to translate commercial priorities into forecasts, models, reporting, and investment analysis. The specialist will own recurring performance reporting, investigate variances, and provide practical recommendations for efficient growth and target attainment. The position requires strong spreadsheet-based modeling, clear business communication, and careful validation of AI-supported analysis. Familiarity with SaaS go-to-market metrics, planning systems, SQL, and BI tools is beneficial. It is a remote, US-based full-time role for an early-career finance professional with 1–2 years of relevant experience. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 3/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 3/5GuidedFull ownership ### Communication Load 4/5IndependentCollaborative AI insightThe core finance work is early-career in scope, but it requires accurate forecasting, variance analysis, and sound judgment across several go-to-market stakeholders. The fast-moving environment and expectation to validate AI-generated outputs add complexity. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job median (per year)Market rate$75,000US market range (per year)$70k–$95k0$104.50k AI insightThe employer discloses an annual base-pay range of $65,000–$85,000 USD, with a midpoint of $75,000. For a US-based early-career strategic finance or FP&A specialist, the estimated annual market range is $70,000–$95,000 USD. Actual compensation may vary by experience, location, and SaaS or go-to-market finance exposure. ## Core skills Skills and capabilities most closely associated with this opportunity. [Financial planning and analysis](https://jobicy.com/jobs?search_keywords=Financial%20planning%20and%20analysis.md)[Financial modeling](https://jobicy.com/jobs?search_keywords=Financial%20modeling.md)[Forecasting](https://jobicy.com/jobs?search_keywords=Forecasting.md)[Variance analysis](https://jobicy.com/jobs?search_keywords=Variance%20analysis.md)[Spreadsheet modeling](https://jobicy.com/jobs?search_keywords=Spreadsheet%20modeling.md)[Go-to-market finance](https://jobicy.com/jobs?search_keywords=Go-to-market%20finance.md)[Revenue operations analysis](https://jobicy.com/jobs?search_keywords=Revenue%20operations%20analysis.md)[Recurring financial reporting](https://jobicy.com/jobs?search_keywords=Recurring%20financial%20reporting.md)[Business partnering](https://jobicy.com/jobs?search_keywords=Business%20partnering.md)[Resource allocation](https://jobicy.com/jobs?search_keywords=Resource%20allocation.md)[AI-powered workflows](https://jobicy.com/jobs?search_keywords=AI-powered%20workflows.md)[Data validation](https://jobicy.com/jobs?search_keywords=Data%20validation.md)[SQL](https://jobicy.com/jobs?search_keywords=SQL.md)[Business intelligence](https://jobicy.com/jobs?search_keywords=Business%20intelligence.md)[SaaS metrics](https://jobicy.com/jobs?search_keywords=SaaS%20metrics.md) Sample interview questionsHow would you build a forecast for a sales organization with changing pipeline assumptions?I would begin by aligning with Sales and Revenue Operations on the key drivers, such as pipeline coverage, conversion rates, average deal size, sales capacity, and timing. I would build a driver-based model with documented assumptions, compare it with historical performance, and create base, upside, and downside scenarios. I would refresh the forecast regularly and explain material changes clearly to stakeholders. Describe how you would investigate a material variance between actual results and budget. I would first quantify the variance and break it into meaningful drivers, such as volume, pricing, headcount, timing, or mix. I would validate the underlying data with the relevant business owners, distinguish one-time effects from structural changes, and assess the forecast implication. I would then present a concise explanation, recommended action, and any required forecast or budget updates. How do you ensure accuracy when using AI tools in financial analysis? I treat AI output as a starting point rather than a final answer. I validate source data, independently check calculations and logic, test outputs against known results, and document assumptions and exceptions. For material decisions, I use reconciliations and stakeholder review before sharing recommendations. How would you communicate a complex financial finding to a non-finance leader? I would start with the business question and the decision required, then lead with the key takeaway instead of the methodology. I would use a simple visual or a small set of metrics to show the main drivers, explain implications in operational terms, and make a specific recommendation. Supporting detail would be available for follow-up questions. What metrics would you monitor to assess efficient growth in a SaaS go-to-market organization? I would monitor bookings or ARR growth, pipeline coverage, conversion rates, average deal size, sales capacity and productivity, customer acquisition cost, retention where relevant, and operating expense against plan. I would connect these operating measures to revenue, margin, and headcount forecasts. The most useful metrics depend on the team’s growth stage and the decision being evaluated. Opportunity details ## About this role. 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. 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