Trey Overholt is a seasoned finance executive with over a decade of experience in financial management, reporting, and strategic leadership. As the Vice President of Finance at Onward Robotics, he oversees the company's financial operations, driving efficiency, and ensuring regulatory compliance. Trey's expertise spans across various industries, including healthcare, technology, and professional services.
Experience Summary
Current Role
As the Vice President of Finance at Onward Robotics, Trey is responsible for the overall financial management of the organization. He oversees the company's accounting, financial reporting, and budgeting processes, ensuring the integrity and accuracy of financial data. Trey has played a pivotal role in streamlining the finance function, implementing robust internal controls, and improving financial decision-making. Under his leadership, Onward Robotics has achieved significant growth and profitability.
Career Progression
Prior to his current role, Trey held various finance and accounting leadership positions, including Controller at Fifth Season, Accounting and Reporting Leader at Clover Health, and Director of Accounting and Financial Reporting at Gateway Health. He also brings valuable experience from his time as an Audit Manager at PwC, where he honed his skills in financial auditing and regulatory compliance.
Academic Background
Trey holds a Bachelor of Science in Accounting from the University of Pittsburgh, where he graduated with honors. He is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA).
Areas of Expertise
- Financial management and reporting
- Budgeting and forecasting
- Internal controls and risk management
- Financial analysis and strategic decision-making
- Process optimization and automation
- Team leadership and development
Professional Impact
Throughout his career, Trey has made significant contributions to the organizations he has served. At Clover Health, he played a key role in improving the company's financial reporting processes, ensuring timely and accurate financial disclosures. At Gateway Health, he led the implementation of a new enterprise resource planning (ERP) system, streamlining the finance function and enhancing data-driven decision-making.
Conclusion
Trey Overholt is a finance executive with a proven track record of driving financial excellence and operational efficiency. With his extensive experience, strong technical expertise, and strategic mindset, he is well-positioned to continue making a meaningful impact on the organizations he serves.
