Overview
Work History
Education
Skills
Timeline
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Christopher Shuley

Boston,MA

Overview

11
11
years of professional experience

Work History

Trust Reporting Analyst

US Bankcorp
02.2025 - Current
  • Enhanced data integrity by applying meticulous attention to detail when reviewing and analyzing client deals and reports.
  • Worked with managers to provide quick resolutions for submittal to client.
  • Maintained ongoing schedule and documentation for all reporting procedures.
  • Identified and reported variances between client accounts and bank reports to ensure accurate data was reflected

Financial Coordinator

Puma
11.2022 - 02.2025
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Collaborated with multiple departments in rolling out new processes and polices for retail locations.
  • Managed and created budgets for various accounts through financial analysis and research.
  • Liaison for multiple vendors. Weekly meetings were created to ensure procedure's were followed and tasks were completed.
  • Created and distributed reports on internal and external finances, audits, and budgets.

Sales Associate

Costco
11.2017 - 11.2022
  • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Maintained organized, presentable merchandise to drive continuous sales.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Tracked stock using company inventory management software.
  • Applied security and loss prevention training toward recognizing risks and reducing store theft.
  • Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Maintained records related to sales, returns and inventory availability.
  • Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.

Mailroom Officer

UNOS
06.2014 - 08.2017
  • Helped customers by carrying oversized parcels inside residences.
  • Used Microsoft Word and other software tools to create documents and other communications.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Released registered and special delivery letters and packages to designated recipients and obtained signatures for release.
  • Weighed letters and packages and calculated costs based on classification, weight and destination.
  • Assisted customers in completing and submitting forms to update address or report lost and stolen mail.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Education

Bachelor of Arts - Economics

University of Massachusetts - Boston
Boston, MA
05.2022

Skills

  • Proficient in Microsoft applications including Excel, Powerpoint, and Word
  • Experience with Tableau and Microsoft power BI
  • Financial planning and Budget Analysis
  • Experience with SQL and Python
  • Time Management under pressure
  • Client relationship management
  • Expense Tracking
  • Data analysis
  • Adapt to diverse groups
  • Training others for sales positions

Timeline

Trust Reporting Analyst

US Bankcorp
02.2025 - Current

Financial Coordinator

Puma
11.2022 - 02.2025

Sales Associate

Costco
11.2017 - 11.2022

Mailroom Officer

UNOS
06.2014 - 08.2017

Bachelor of Arts - Economics

University of Massachusetts - Boston

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Christopher Shuley