Scott Schaefer, MBA

Scott Schaefer, MBA

Accountant at Grove, Mueller & Swank PC

Location
Salem, Oregon (Portland, Oregon Area)
Industry
Accounting

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Scott Schaefer, MBA's Overview

Current
  • Accountant at Grove, Mueller & Swank PC
  • Owner at Schaefer Rentals
Past
Education
  • Oregon State University
  • Oregon State University
  • University of Portland
  • McNary High School
Recommendations

7 people have recommended Scott

Connections

116 connections

Websites

Scott Schaefer, MBA's Summary

I have both an MBA and accounting certificate from Oregon State University.

I have nearly 10 years of experience in the financial industry, most recently as an auditor and tax preparer for an accounting firm in Salem, Oregon.

I am currently studying to pass the CPA exam.

Scott Schaefer, MBA's Experience

Accountant

Grove, Mueller & Swank PC

July 2010Present (1 year 7 months) Salem, Oregon

I perform audits for businesses, non-profit orgainizations, and municipalities. Also complete federal and state tax returns for individuals and entities.

Owner

Schaefer Rentals

December 2003Present (8 years 2 months) Salem, Oregon

Purchased five rental houses in Salem, Keizer, and Nashville. I ensure the rent is priced to market demand, market these homes to prospective clients, and perform the accounting and finance tasks for the business. This business generates annual revenues of $60,000 and produces a positive cash flow.

Branch Manager

US Bank

Public Company; 10,001+ employees; USB; Banking industry

April 2004June 2009 (5 years 3 months) Salem, Oregon

Hired, trained, and coached a team of bankers, tellers, and supervisors. As a team, we managed and grew our $30 million deposit balance, $15 million loan portfolio $2.5 million annual revenue stream, and client base of 7,000. We also managed our business operationally as to maintain compliance with federal regulations and guard our clients from identity theft and fraud.

Banking Officer

US Bank

Public Company; 10,001+ employees; USB; Banking industry

June 2002March 2004 (1 year 10 months) Salem, Oregon

Evaluated the financial needs of customers and matched those needs with banking products including loans, lines of credit, credit cards, checking accounts, money market accounts, and certificates of deposit. As a Financial Specialist, I also was able to help customers invest in annuities and life insurance.

Sales Manager

Good Guys

Public Company; 1001-5000 employees; Retail industry

July 1999September 2001 (2 years 3 months) Portland, Oregon Area

Hired, trained, and coached teams of 2 – 20 sales associates. Ran store meetings and developed employee training sessions. Created merchandising and marketing strategies to improve sales performance.

Sales Counselor

Good Guys

Public Company; 1001-5000 employees; Retail industry

February 1998June 1999 (1 year 5 months) Portland, Oregon Area

Sold computer systems, office equipment, personal electronics, and home theater with extended service plans using the five steps of the sale. As Senior Sales Counselor, also approved invoices, conducted training sessions, and made the department schedule.

Educational Institution; 5001-10,000 employees; Education Management industry

September 1996June 1998 (1 year 10 months) Portland, Oregon Area

Taught US Government and economics to at-risk juniors and seniors at Roosevelt High School in the St. Johns area of north Portland.

student

St Joseph Catholic School

19871989 (2 years)

Scott Schaefer, MBA's Certifications

  • Life & Health Insurance License

    • State of Oregon Insurance Division
    • License 626474
    • September 2003 to July 2012
  • Teacher's License

    • State of Oregon Teachers Standards & Practices Commission
    • License 50003
    • September 1996 to July 2012
  • Notary Public

    • State of Oregon Corporation Division
    • March 2002 to March 2014
  • Licensed Tax Preparer

    • Oregon Board of Tax Practitioners
    • License 33561-P
    • October 2010 to September 2012

Scott Schaefer, MBA's Education

Oregon State University

Master's, Business Administration

20072010

3.6 grade point average (4.0 scale)
Laurel Scholarship recepient (2010) for academic excellence.
Graduated in the top 20% of my MBA class and was awarded membership to Beta Gamma Sigma.

Activities and Societies: Director of Finance - MBA Association (2009-2010), Beta Gamma Sigma honors fraternity (2010)

Oregon State University

Accounting Certificate, Accountancy

20092010

This certifies that I have all of accounting education necessary to sit for the CPA exam.
GPA: 3.79 (4.0 scale) in the accounting program.

Activities and Societies: Oregon Society of CPAs student member (2009-2010), Beta Alpha Psi (2009-2010),

University of Portland

Bachelor of Science, Secondary Education

19921996

Minor in English, Graduated cum laude (with honors)

Activities and Societies: ASUP Senate (1994-1996), Volunteer Services (1992-1996), Kappa Delta Pi (1995-1996), Club Ed executive board (1994-1995)

McNary High School

Diploma

19881992

Graduated cum laude (with honors), Sophomore Class Representative (1990-1991), Community Service Committee Chair (1991-1992)

Activities and Societies: National Honor Society (1991-1992)

Scott Schaefer, MBA's Additional Information

Websites:
Interests:

teaching, learning (which often is the same thing!), computer technology, web design (as a hobby), playing guitar and piano (also as a hobby)

Groups and Associations:

Oregon Society of CPA's, Beta Gamma Sigma honors fraternity

Honors and Awards:

Graduated in the top 20% of my MBA class in 2010 at Oregon State University.

Finished #5 of 3,000 personal bankers in the United States for all of 2003.
Earned Quarterly Pinnacle (top 20% of the company) 15 of 20 quarters as a branch manager.
Earned Annual Pinnacle (top 10% of the company) 3 of 4 full years as a manager (2005, 2007, & 2008)

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