Treston Wold
Fintech | SaaS | Finance & Accounting Leader
- Role
- Head of Finance at Advicepay
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Treston Wold
With over 14 years of experience in accounting and finance with small businesses to…
Experience
Head of Finance
Mar 2024 — Present · Bozeman, MT, US
Lead all aspects of financial strategy, monthly close, forecasting, and performance analysis for a high-growth SaaS platform. Partner with executives, board members, and investors to drive strategic clarity. Direct M&A from valuation through post-merger integration, build models for pricing, Capex, CAC, and feature profitability. Orchestrate tender offers, 409A valuation, and Cap Table migration to Carta. Build and mentor lean, high-performing finance teams to support cross-functional excellence.
Education
The University of North Dakota
Bachelor of Accountancy
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