Chief Financial Officer and Vice President, Finance
David is Chief Financial Officer and Vice President of Finance. He joined Vertex in 1999 and is responsible for leading the development of the financial strategy to support the business, including investment strategies and five-year financial plans. He provides leadership and guidance to resources in the Finance and Accounting entity and also provides the financial reporting at the Board of Directors meetings.
David and his team handle the financial budgeting, planning, analysis, reporting, audit, and tax compliance functions of the company. Additionally, they also handle all the risk management, SAS 70 audits, payroll, collections and treasury responsibilities.
As a member of the Business Strategy Team, he is actively involved in the creation of Vertex's core strategic direction and the underlying Tax Performance Management strategy. He is also the steward of the income tax market strategy team.
David holds a B.S. from Lehigh University.