James F. Butler III CPA, CGMA

James F. Butler III has extensive work experience in finance and accounting. James F. is currently serving as the Vice President of Accounting at Lingo Communications, a position they have held since September 2022. Prior to that, they worked at Robert Half as a Senior Consultant from November 2021 to September 2022.

James had a significant role at Aliera Companies, where they were the Senior Vice President Finance and Accounting from January 2020 to March 2021, and then as the Controller/VP of Finance & Accounting from April 2018 to December 2019. During their time at Aliera Companies, they built the Finance and Accounting team from one staff accountant and a contractor to 40 professionals, including the billing and commissions department. Notable achievements include developing treasury relationships with key financial institutions, increasing investment income to over $400k annually, and reducing merchant fees by $1 million.

Before joining Aliera Companies, James was the Financial Controller at Ebix from June 2016 to March 2018. In this role, they directed and engaged in the day-to-day accounting and financial activities of the organization, prepared financial reports, and presented findings and recommendations to executive leadership.

James also has experience in wealth management, having worked as a Wealth Management Advisor at Merrill Lynch from September 2015 to June 2016. Prior to that, they served as the Director of Business Development at Anthem from April 2014 to April 2015, where they were responsible for overseeing the development of new business products.

Earlier in their career, James held various finance positions, including Director of Finance/CFO at UnitedHealthcare of GA from May 2008 to October 2013, Director of Finance at Ingenix/Optum Insight Corporation from 2006 to 2008, Senior Business Systems Consultant at Deluxe Corp from January 2002 to October 2005, and Manager of Planning and Reporting at eFunds (Division of Deluxe Corp.) from September 1999 to December 2001.

Overall, James F. Butler III has a diverse background in finance and accounting across industries, demonstrating their expertise in building teams, developing financial strategies, and achieving financial goals.

James F. Butler III CPA, CGMA completed their Bachelor of Science degree in Accounting from North Carolina Agricultural and Technical State University from 1984 to 1988. Following that, they pursued an MBA at the University of Minnesota - Carlson School of Management from 2003 to 2008.

In terms of additional certifications, James obtained the Certified Public Accountant (CPA) designation from the Minnesota Board of Accountancy in May 1993. James F. also acquired the Chartered Global Management Accountant (CGMA) certification from the American Institute of Certified Public Accountants in December 2014. Furthermore, they obtained the Series 66 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA) in January 2016.

James F. Butler III also engaged in continuous education, completing courses such as "Financial Forecasting with Analytics Essential Training" and "How to Be Both Assertive and Likable" from LinkedIn, in December 2021.