Chad Schaefer, Cpa, Cisa, Cissp Email & Phone Number

Greenville, Wi, Us

Appleton, Wisconsin, United States

Providing system and organization controls (SOC) reports, IT risk assessments, and other compliance audits for new and tenured clients at Baker Tilly.* Engage with clients to understand their compliance needs.* Provide recommendations to clients to enhance their control environment and mitigate risk.* Work closely with clients to understand their business from an operation and IT lens.* Strategically work with clients to meet examination requirements.* Work in a fast-paced environment to meet client driven deadlines.

Milwaukee, Wisconsin, United States

Greater Milwaukee Area

Greater Milwaukee Area

- Communicated with multiple clients contacts during audits to obtain support and explanations for the accounts in audit.- Completed testing of various accounts including but not limited to cash, A/R, fixed assets, and A/P, for clients in manufacturing, real estate, and health care.- Worked closely with teams in order to get the audits completed by constantly communicating my status, reaching out for help when needed, and offering further assistance when I had completed my tasks.- Worked on improving work papers by including more detail and including information required by the PCAOB.

Greater Milwaukee Area

- Worked on SOC 2 reports and completed IT General Control testing to document the business procedures and document any exceptions from the control criteria.- Walked through business processes with client personnel in order to assess risk and determine if control activities were being followed.- Interviewed clients in order to obtain an understanding of a business to create a Business Continuity Plan (BCP). Along with the creation of the BCP was the construction of a Business Impact Analysis (BIA) in order to understand the critical systems and applications for the company. This process required the use of the FFIEC IT Examination Handbook to fulfill typical BCP examination requirements.

Delafield, Wi

Also worked here from:June - August 2014December 2013 - January 2014June - August 2013- I performed monthly physical inventory. Every month would have different inventory items to count. If the count in the system did not match the physical count, I had to perform investigations to figure out why there was a discrepancy.- As different jobs came in on a daily basis, I would carry out an inspection to make sure that we had the items needed on hand. If we didn't, I would notify my coworker in order to order materials in.- On a daily/weekly basis I would conduct inventory counts on some of the items that are used on a daily basis. This helped keep track of what needed to be ordered and also helped to increase my response time since I knew what was in the yard.

Brookfield, Wi

I also worked here from:June - August 2012April - August 2011- I was in charge of doing stock audits every morning. This required me to scan items that were low and determine if there was additional inventory. If it could not be found, I had to investigate where it was.- I also did a lot of work on the cash register. This enhanced my ability to be social with customers and make sure they were satisfied with their experience.- Being on the sales floor taught me how to communicate with customers. I had to understand what their needs were and then provide input on what I thought would best suit those needs.- I was also put in charge of "Back to School" for two years. I was in charge of keeping track of where all the products were and setting up the displays. This was a great leadership role and it showed me how to carry out and designate tasks to others.

Bachelor'S Degree, Accounting (Bba), It Network And Security (Bba)

Activities and Societies: Sigma Alpha Lambda, Beta Gamma Sigma, Beta Alpha Psi, ISACA

High School

Activities and Societies: Key Club - 2009 till 2012; Men's Varsity Soccer 2011 - Conference Champions, Most Improved Player; Men's Varsity.