Farrell Financial Services
Shelly Farrell is the Founder and Principal Consultant of Farrell Financial Services, a position held since March 2025. Prior to this, Shelly served as Chief Financial Officer and Vice President of Finance at Tervis from June 2014 to March 2025, where responsibilities included overseeing finance, operations, supply chain, compliance, and legal departments, as well as managing external relationships with auditors, bankers, and outside counsel. Earlier experience includes roles as Controller, Finance/Accounting Manager, Senior Financial Analyst, and Financial Analyst at Informa from April 2011 to June 2014. Shelly holds a Bachelor's degree in Accounting and Finance from the University of South Florida Sarasota-Manatee and completed a Fifth Year in Accounting at the University of South Florida.
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Farrell Financial Services
We are a boutique financial consulting firm helping businesses gain clarity, control, and confidence in their financial strategy. With deep expertise from former CFOs and financial leaders, we deliver hands-on, strategic support in forecasting, budgeting, risk management, and long-term planning. Whether you’re scaling, restructuring, or simply ready to take your numbers more seriously—we’re here to guide you every step of the way. We offer the following services focused in the Public, Private, and Non-Profit sectors: - Strategic Planning - Financial Modeling - Treasury Management/debt structuring - Budgeting/forecasting - Risk Management - Process Optimization