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Lisa Butler Named Chief Financial Officer of Vertex

Berwyn, PA

Vertex Inc., the leading provider of corporate tax solutions, announced today that Lisa Butler has been promoted to Chief Financial Officer.  

In this role, Butler will be responsible for leading the development of the financial strategy to support the business, including investment strategies and five-year financial plans. She will also oversee financial budgeting, planning and analysis, audit, and tax compliance for Vertex, as well as risk management, accounting, and treasury responsibilities.

Butler joined Vertex as Director of Accounting and Compliance in 2003. In that role, she served as a critical resource to both the Finance Strategy Team and Risk and Contracts teams. Over the past decade, she has demonstrated the breadth of her skills as a sponsor and mentor at Vertex, as the leader of the Internal Strategy and Enterprise Risk Management Teams, and as a steering committee member for the Vertex Women's Leadership Forum (WLF).

"Lisa has made significant contributions to Vertex over the last 12 years. This promotion not only recognizes the value of her financial expertise, but also her ability to lead and think strategically on a global scale," said Jeff Westphal, CEO of Vertex. "Lisa's leadership skills and ability to consistently deliver results make her a perfect fit for this role as we continue to expand internationally in order to meet the growing demand for enterprise tax technology."

Butler's advancement enables previous CFO, David DeStefano, to focus on his role as a market-facing executive vice president and as a key member of the Vertex Executive Council, which is responsible for the collaborative oversight of the company's strategy and operational execution.

About Vertex

Since 1978, Vertex, Inc., has been a leading provider of tax technology and services, enabling companies of all sizes to realize the full strategic potential of the tax function by automating and integrating tax processes, while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of tax, including income, sales and consumer use, value added and payroll. Headquartered in Pennsylvania, and with offices worldwide, Vertex is a privately held company that employs over 900 professionals and serves companies across the globe.

For more information about Vertex, explore Our Company or follow Vertex on Twitter @vertexinc.

Company Contact

Tricia Schafer-Petrecz, Vertex Inc.

tricia.schafer-petrecz@vertexinc.com

484-595-6142

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