AT SIMON LEVER
Shelly brings extensive CPA firm experience to Simon Lever. As an integral part of the financial and operations teams, Shelly assists clients with accuracy and timeliness in financial reporting. Whatever internal needs they have, she’s excited to learn the details and step in to help them achieve their business objectives and goals. She plays a pivotal role in maximizing the success of each client she serves.
PROFESSIONAL HISTORY
Prior to joining the Simon Lever team in 2019, Shelly was employed by a large CPA firm in Texas. Furthermore, she was CFO of a construction company for many years.
PERSONAL
A native of Cuba, New York, Shelly enjoys hiking, crocheting, and spending time with her family.
EDUCATION & CERTIFICATIONS
B.S. Accounting, State University of New York, Albany
Certified Public Accountant (CPA)
Certified Construction Industry Financial Professional (CCIFP)
PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS
ABC Keystone
Construction Financial Management Association (CFMA)
National Association of Women in Construction (NAWIC)
COMMUNITY INVOLVEMENT
Susquehanna Appalachian Trail Club (SATC)
Contractor’s Development Alliance, Dallas Volunteer
Legacy Bronco Band, Former Board Member
Mansfield Historical Society, Former Board Member & Treasurer
