Summary
Overview
Work History
Education
Skills
Timeline
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Julie Shapery

Summary

I'm highly motivated, detail-oriented, eager to serve, and passionate about the health and continued success of this church as it is experiencing a season of growth. I have a drive to help things run smoothly and efficiently, freeing those I'm supporting to focus on the vision and mission of the church. I'm proficient in communication, managing schedules, adapting to changing needs and new technology, and maintaining confidentiality.

Overview

22
22
years of professional experience

Work History

Financial Coach

05.2024 - Current
  • Assisted clients in eliminating debt using planning, budgeting techniques, and expense tracking.
  • Helped clients set financial goals and consistently monitored clients' progress toward those goals, adjusting strategies as needed.
  • Created interactive spreadsheets in Google Sheets to create and adjust budgets and to maintain balance sheets across multiple accounts.
  • Assisted clients in understanding complex financial concepts using clear explanations and real-life examples.
  • Wrote and gathered curriculum to help clients learn about practical money matters as well as discover their own emotional and spiritual issues with money.
  • Fostered a supportive environment where clients felt comfortable discussing sensitive topics related to their finances.

Home School Instructor/Administrator Coordinator

01.2010 - Current
  • Managed daily schedules while modeling and teaching efficient time management and executive functioning skills.
  • Maintained accurate records of student attendance, coursework completion, and assessment results for reporting purposes as necessary.
  • Established clear expectations for academic performance and helped student acquire the tools needed to meet these standards consistently.
  • Coordinated various learning opportunities, crafting a holistic and rigorous educational experience that met the student's needs and complied with state laws and regulations.
  • Engaged in continuing education for myself in order to provide excellence in teaching methodology and content.
  • Instructed student in writing and editing increasingly complex academic papers.



Household Manager

08.2006 - Current
  • Anticipated the household's needs and proactively addressed them to minimize disruptions or inconveniences.
  • Maintained a busy household schedule and scheduled/coordinated appointments, classes, events, activities, and work responsibilities.
  • Managed financial matters for the household, including record-keeping, planning, budgeting, bill payments, cash flow management, and periodic expenses.
  • Handled various administrative tasks for the household, such as correspondence, document management, and filing systems.

Furniture Sales Associate

Scan Furniture House
03.2003 - 08.2006
  • Contributed to a positive and welcoming store environment through excellent customer service skills.
  • Coordinated delivery schedules with warehouse staff and third-party carriers to ensure prompt and accurate order fulfillment for customers.
  • Effectively resolved customer complaints or issues related to product quality or delivery delays, maintaining high levels of satisfaction.

Education

Associate of Science - Accounting

Cuyamaca College
El Cajon, CA
05-2027

Skills

  • Consistent attention to detail
  • Strong proofreading skills
  • Clear communicator
  • Organized and efficient
  • Proficient in calendar management
  • Able to grasp new concepts quickly
  • Adaptable and willing to take on new tasks
  • Service-oriented

Timeline

Financial Coach

05.2024 - Current

Home School Instructor/Administrator Coordinator

01.2010 - Current

Household Manager

08.2006 - Current

Furniture Sales Associate

Scan Furniture House
03.2003 - 08.2006

Associate of Science - Accounting

Cuyamaca College

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Julie Shapery