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

Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals.

Vertex solutions enable companies to realize the full strategic potential of the corporate tax function. The company offers a variety of products and services that allow businesses to automate, integrate, and streamline their corporate tax processes. Vertex provides solutions in every major line of tax including income, sales and consumer use, value added and payroll. Vertex also offers tailored solutions for specific industries including retail, communications, hospitality and leasing. Vertex Managed Services allows companies to outsource sales and use tax returns and exemption certificate management.

Known for its innovative culture, Vertex is a privately held company that employs over 900 professionals across the globe, at its headquarters in the U.S. (Berwyn, Pa.) and offices in Europe (London), Brazil (São Paulo), Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota and Seattle.

For more information about Vertex, visit www.vertexinc.com.

Contacts

Company contact:
Vertex Inc.
Tricia Schafer-Petrecz, 484-595-6142
tricia.schafer-petrecz@vertexinc.com
or
Press contact:
Bravo Group
Noelle Lorine, 610-263-8300
lorine@thebravogroup.com

Contacts

Company contact:
Vertex Inc.
Tricia Schafer-Petrecz, 484-595-6142
tricia.schafer-petrecz@vertexinc.com
or
Press contact:
Bravo Group
Noelle Lorine, 610-263-8300
lorine@thebravogroup.com