David Lavin

About David Lavin

Not your typical accountant, David brings a spark of energy, curiosity, creativity and experience in the Advertising, PR, Consulting, and SaaS industries with expertise and passion to take complex financial numbers and help translate accounting data into easy to interpret information that helps creative leadership and key internal and external stakeholders to make informed decisions to drive financial goals forward. David has over 20 years of accounting experience working for both large and small communication and consulting companies. Being born and raised in Minnesota, David embraces the distinct 4 seasons our state has from ice fishing to gardening. He also enjoys curling, cooking, biking, reading, playing his Alto Saxophone, and spending time with his daughter and son and enjoying a glass of wine with his wife Kari!Core Talent & Skills:Forecasting Budget tracking and analysisExecutive communicationFinancial reporting and adherenceRevenue recognitionExternal audit partnershipsAR and AP proficientCapacity and Billability targets and trackingPayroll Internal audit reviews and implementationVariance analysis and review from P&L, Balance Sheet, and Cash Flow changesInternal control development and complianceContract reviews including proper financial languageWorking capital management and trackingMonth end expertise and documentationTraining, coaching, and mentorship Detail and deadline oriented Tools & Systems:SAP HyperionQuickbooks Rippling AP and Payroll management HarvestMicrosoft Office SuiteExcel (v look ups, pivot tables, sum if statements)Oracle E-Business Suite, now NetSuiteGoogle sheetsGreenhouseSalesforce Ariba, Coupa, and other client payment platforms for AR and APPC and Mac proficient

Experience

1. Accounting Controller

   Haberman

   Jul 2025 — Present · Minneapolis, MN, US

   Forecasting and Budgeting (Agency and Client P & Ls)• Preparation of Income, Balance Sheet, and Cashflow Statements• Management of Payroll and Related Income and Sales Tax Reporting and Compliance• Administration of Employee Benefits• Oversight of General Liability Insurance Coverage• Document Management (Contract, Leases, NDAs, and Related Agreements)• Client Invoicing and Receivables Management• Accounts Payable Management• Agency and Client Financials and Analysis • Support for Agency Ventures and Investments • General Office Management Support • IT Infrastructure Management (from a financial perspective)• Development and Implementation of Accounting Policies and Procedures• Strategic Planning Management Support• General Finance, Operations, and Administration Agency Guidance• Maintenance of Accounting Relationships with External Parties (Banks, Tax Accountants, Vendors, Clients, and Others)• Management of Fixed Assets • Oversite of Banking and Loans • Maintenance of Legal Books, Records, and Director Meeting Minutes• Management of Partnership Records, Vesting, Distributions, and K-1s

Education

• Minnesota State University, Mankato

  Bachelor's degree, Accounting and Business/Management

  2000 — 2004

• Crown College

  Master of Business Administration (MBA), Marketing and Finance

  2011 — 2015