Scott Loker, CPA


Scott Loker, CPA

Professional Experience

Over 15 years of business management, systems, consulting and financial experience helping business owners improve profitability, process flow, analysis and reporting.

  • Consultant - Competitive Strategies, Inc. since 1999.
  • Management Consultant for Grant Thornton.
  • Budget Manager/Senior Accountant for a national retail chain specializing in party goods.
  • Controller for a Corporation specializing in printed circuit board manufacturing
  • Regional CPA firm experience in audit and tax
Project and Industry Experience
  • Design and development of Financial and Management Reporting Systems.
  • Design and development of Costing Systems for the Construction industry.
  • Integration of Industry Specific software to core business systems.
  • EDI (Electronic Data Interchange) for distributors.
  • Performed various roles, including facilitator for Strategic Planning
  • Worked with various businesses on Succession Planning
Degrees & Certifications
  • CPA (Certified Public Accountant), Wisconsin
  • Bachelor of Business Administration - University of Wisconsin at Oshkosh. Graduated as a University Scholar.
  • Sage 100 (MAS 90 & MAS 200) certifications in Installation & Setup, Data File Structures, Core Accounting and Distribution.
  • Microsoft Business Solutions - Great Plains - Dynamics - Certified Accounting Applications Specialist
  • Institute of Management Accountants (IMA), Winnebagoland Chapter. Member.
  • Participated in the IMA - Mentorship Program with the University of Wisconsin at Oshkosh. Mentored four students.
Applicable Skills
  • Sage 100 (MAS 90 & MAS 200) Accounting Software
  • Microsoft Access Programming and Design
  • Crystal Report Advanced design
  • Microsoft Excel applications
  • F9 Financial Report Writer


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