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David Lewin

Managing Director, CPA

Phone: 617-761-0508
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Overview

Dave is a Managing Director at CBIZ & MHM New England (formerly CBIZ Tofias), and is Leader of Accounting Advisory Services in New England. Services provided by Dave and his team include assistance with financial statement preparation, interpretation and implementation of accounting standards, technical memorandum preparation, financial process and function re-engineering, revenue recognition guidance, accounting for acquisitions, divestitures and carve-outs, internal control effectiveness and efficiency, IPO readiness support, interim financial management services, and audit readiness.

Dave has 22 years of experience in financial leadership roles in industry as well as public accounting, providing him with a unique understanding of the challenges and opportunities that financial professionals in industry face. His experience includes leading accounting teams through acquisitions, ensuring proper revenue recognition and lease accounting for complex transactions, transitions to Sarbanes-Oxley compliance, Chapter 11 re-organizations including all aspects of fresh-start accounting, and building and re-aligning accounting organizations.

Dave joined CBIZ & MHM from Welch’s, where as Controller he was responsible for US GAAP reporting and compliance, tax matters and internal control over financial reporting. Prior to that, Dave worked as Vice President and Controller at both Orchard Brands and Dunkin’ Brands. He began his career at Deloitte where he spent over 10 years serving a range of public and private clients.

Education

  • Bachelor of Science in Accounting, Syracuse University

Professional Memberships

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Certified Public Accountant in the state of New York
  • Financial Executives International, Member

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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#IRS Announces Changes in Benefit Plan Limitations for 2020: https://t.co/92OFLiKHrD #benefitplans @IRSnews
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