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 /  About Us / Employees / Employee

John J. Lewis, III

Managing Director

Phone: 610-862-2253
 

Education

  • BS, Accounting & Finance - Spring Garden College

Professional Designations

  • Certified Public Accountant (CPA)

Business Experience

Prior to joining CBIZ, Mr. Lewis was a Vice President of Field Examination in Bank of America’s Business Capital Group. Additionally, Mr. Lewis was a Manager in BDO Seidman, LLP’s Philadelphia Area Financial Services Group, servicing various financial services companies. Mr. Lewis has extensive experience in the financial services arena and experience with mortgage (all types of mortgage products), home equity, student loans, lease equipment, credit cards, tax liens and auto loan securitizations, as well as trade receivable transactions. Mr. Lewis has performed a variety of due diligence services for various commercial banks, investment banks and insurance companies in the credit risk area, especially in securitizations, asset based lending, financings and other transactions.

Mr. Lewis has over 16 years of combined experience in public accounting and private industry. He joined BDO Seidman, LLP in 1995 after working for five years in the private real estate industry, primarily as a controller.

Mr. Lewis has performed and managed audit engagements for various clients in the financial services, retail, and manufacturing and distribution industries. Additionally, Mr. Lewis has SEC experience, including public offerings, private placements, debt registrations, securitizations and merger and acquisition consulting.

Mr. Lewis had previously worked eight years for Bank of America serving as the Vice President of Field Examination. Mr. Lewis’ duties included but were not limited to performing financial and operational audits of the bank’s internal operations and conducting loan reviews of the bank’s loan portfolio (commercial and consumer).

Professional Memberships

  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Turnaround Management Association
  • Commercial Finance Association

Associated Offices

Philadelphia - CBIZ MHM, LLC - Philadelphia 401 Plymouth Road
Suite 200
Plymouth MeetingPA  19462
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