Scott Loker

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

Professional Experience

  • 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
Certified Sage Intacct Specialist

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
  • Certified Sage Intacct Implementation 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