CFO THOUGHT LEADER

1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp

Jul 27, 2025
Dan Zhang, CFO of ClickUp, oversees diverse operations with a focus on integrating AI into productivity. She discusses how ClickUp's platform consolidates tools like project management and communication, revolutionizing work for over 4 million teams globally. Zhang highlights the explosive growth of ClickUp's AI capabilities and emphasizes a mindset of continuous evolution, viewing each day as a new beginning. She also reflects on her unique journey from journalism to finance, showcasing the blend of creativity and strategic vision in her approach to leadership.
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ANECDOTE

Dan Zhang's Early Career Journey

  • Dan Zhang transitioned through FP&A roles at Amazon, Zynga, Expedia, and AppDynamics to explore different business models and leadership styles.
  • She treated her early career like a rotation program to build unique skills and self-awareness.
INSIGHT

Whole Brain Thinking in FP&A

  • An FP&A team's brain defaults heavily to analytical and structured thinking, limiting strategic impact.
  • To grow, teams must activate emotional and big-picture thinking by expanding into functions like Corporate Development and Investor Relations.
ADVICE

Adopt Permanent Beta Mindset

  • Embrace a "permanent beta" mindset in your career, continuously learning without feeling finished.
  • Take small bets on new roles or projects to build unique skills and leadership capabilities.
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