Sujan U J

Client Onboarding Specialist at Wipfli India
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN
Languages
  • Hindi Limited working proficiency
  • English Full professional proficiency
  • Kannada Native or bilingual proficiency
  • Telugu Elementary proficiency
  • Tamil Elementary proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Learning Data Analytics: 1 Foundations
    LinkedIn
    Mar, 2023
    - Oct, 2024
  • Sage Intacct Implementation Specialist
    Sage Intacct, Inc.
    Aug, 2021
    - Oct, 2024
  • Accounting Foundations: Budgeting
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Business Tax Foundations
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Cert Prep: Scrum Master
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Corporate Financial Statement Analysis
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Effective Listening
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Excel for Investment Professionals
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • SQL for Exploratory Data Analysis Essential Training
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Using Power BI with Excel
    LinkedIn
    Jun, 2021
    - Oct, 2024
  • Advanced Microsoft Power BI
    LinkedIn
    May, 2021
    - Oct, 2024
  • Corporate Finance: Robust Financial Modeling
    LinkedIn
    May, 2021
    - Oct, 2024
  • Master Your Cash Flow
    LinkedIn
    May, 2021
    - Oct, 2024
  • OneNote 2016 Essential Training
    LinkedIn
    May, 2021
    - Oct, 2024
  • Bill.com Accountant Certification
    Bill.com
    Apr, 2021
    - Oct, 2024
  • Financial Accounting Foundations
    LinkedIn
    Apr, 2021
    - Oct, 2024
  • Financial Accounting Part 1
    LinkedIn
    Apr, 2021
    - Oct, 2024
  • Learning Microsoft Project
    LinkedIn
    Apr, 2021
    - Oct, 2024
  • Microsoft Teams Quick Tips
    LinkedIn
    Apr, 2021
    - Oct, 2024
  • QuickBooks and Excel: Importing and Exporting Transactions
    LinkedIn
    Apr, 2021
    - Oct, 2024
  • Sage Intacct Accounting Specialist
    Sage Intacct, Inc.
    Apr, 2021
    - Oct, 2024
  • Computer Science Principles Programming
    Lynda.com
    Feb, 2018
    - Oct, 2024
  • Human Resources: Understanding HR Systems Features and Benefits
    Lynda.com
    Feb, 2018
    - Oct, 2024
  • Visual Basics for Applications_Intermediate
    Tata Consultancy Services
    Feb, 2018
    - Oct, 2024
  • Excel Statistics Essential Training: 1
    Lynda.com
    Jan, 2018
    - Oct, 2024
  • Excel VBA: Managing Files and Data
    Lynda.com
    Jan, 2018
    - Oct, 2024
  • Installing SQL Server 2012
    Lynda.com
    Jan, 2018
    - Oct, 2024
  • Excel 2016: Macros in Depth
    Lynda.com
    Dec, 2017
    - Oct, 2024
  • New Manager Foundations
    Lynda.com
    Dec, 2017
    - Oct, 2024
  • Statistics & Analytics_Foundation
    Tata Consultancy Services
    Oct, 2017
    - Oct, 2024
  • Statistics Foundations: 1
    Lynda.com
    Oct, 2017
    - Oct, 2024

Experience

  • Wipfli India
    • Accounting
    • Client Onboarding Specialist
      • Nov 2021 - Present

      I possess a robust skill set in finance and accounting, specifically in the areas of ERP configuration and console management with Sage Intacct, QBO, Bill.com, fathom, and Transaction Pro, along with data migration skills. I am also involved in VBA and Power Query automation projects. These competencies make me an ideal candidate for a client implementation position, where I can utilize my skills to streamline onboarding processes and ensure clients receive a seamless and positive experience.

    • Implementation Specialist
      • Mar 2021 - Oct 2021

      I possess a robust skill set in finance and accounting, specifically in the areas of ERP handling and client implementation. Additionally, I have a high level of proficiency in a variety of software applications, including QBO, Sage Intacct, Bill.com, Fathom, and Transaction Pro. Also proficient with Advanced Excel, VBA, and Power Query to build automation and improve the quality and efficiency. These competencies make me an ideal candidate for a client implementation position, where I can utilize my skills to streamline onboarding processes and ensure clients receive a seamless and positive experience. Show less

  • EXL
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Financial Accountant
      • Oct 2018 - Mar 2021
  • Tata Consultancy Services
    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Financial Analyst
      • Jul 2016 - Oct 2018

Education

  • Manipal academic: Sri J.C.B.M. College, Sringeri
    Bachelor of Commerce (B.Com.), Business/Commerce, General
    2013 - 2016
  • ARSPU
    PUC, Business/Commerce, General
    2011 - 2013

Community

You need to have a working account to view this content. Click here to join now