Juan Parra
Indianapolis,United States
Overview
8
8
years of professional experience
Work History
Customer Success Operations Analyst
Genesys
06.2021 - Current
- Supported a high-performing global sales organization (AEs, RMs, CSMs) by reviewing, quoting, and structuring 1,200+ B2B SaaS deals annually across US, EMEA, and LATAM regions.
- Partnered cross-functionally with Legal, Finance, and RevOps to facilitate approvals, expedite deal closures, and mitigate commercial risk.
- Worked alongside the deal desk to perform pricing analysis and scenario modeling for enterprise deals exceeding $500K ACV, ensuring alignment with corporate margins and discounting guardrails.
- Provided renewal uplift recommendations and co-termed amendments to support long-term account growth strategies.
- Ensured GDPR, SOX, and internal audit compliance across global transactions, collaborating with Risk and Compliance teams.
- Contributed to automation initiatives, reducing manual approvals by 30% by partnering with IT on quoting, CPQ optimization, and approval workflows.
Accounting Analyst
St. Joseph Financial Services
06.2020 - 05.2021
- Managed month-end close activities, including journal entries, accruals, and reconciliations, ensuring GAAP compliance and timely financial reporting.
- Prepared detailed variance analyses and flux reports to support internal stakeholders and leadership in making data-driven financial decisions.
- Collaborated closely with Finance, Sales Ops, and Legal teams on revenue recognition reviews for large contracts.
- Partnered with the billing and AR teams to resolve invoicing discrepancies and ensure accurate customer billing, directly improving cash flow visibility.
- Supported quarterly and annual audits by preparing audit schedules, maintaining supporting documentation, and responding to auditor inquiries.
Investment Accountant
RenPSG
Indianapolis, Indiana
04.2017 - 06.2020
- Managed daily investment accounting and reconciliation activities for high-volume donor-advised funds (DAFs), charitable trusts, and nonprofit contribution accounts.
- Processed and recorded complex asset transactions, including equities, mutual funds, and alternative investments, ensuring accurate valuation and compliance with FASB and nonprofit-specific accounting standards.
- Collaborated with custodians, fund managers, and internal operations teams to monitor fund performance, track capital gains/losses, and manage distributions.
- Prepared and reviewed monthly and quarterly financial statements for charitable accounts and donor portfolios totaling $50 million+ in assets under management.
- Created Excel-based tools and macros to automate manual reporting tasks, reducing processing time and improving data accuracy across investment and donation workflows.
Education
Accounting -
Indiana University
Indianapolis08.2017
Skills
- Quote-to-Cash Operations
- Financial Modeling
- Cross-Functional Collaboration
- Revenue Recognition
- Salesforce CRM
- SaaS Business Acumen
- Process Optimization & Automation
- Analytical Reporting & Reconciliation
Timeline
Customer Success Operations Analyst
Genesys
06.2021 - Current
Accounting Analyst
St. Joseph Financial Services
06.2020 - 05.2021
Investment Accountant
RenPSG
04.2017 - 06.2020
Accounting -
Indiana University