Build Your Network E1
In our very first episode of Behind the Balance Sheet, host Chad Dean talks with Ian McCreadie, Phoenix-based CFO of VC backed CoverTree, about his journey to the officer title. He covers everything from the genesis of a career in Finance to his current CFO role. He provides excellent insights into key positions he held and what impact they had on his career.
Ian talks about his number one piece of advice to anyone looking for a financial leader position. Turns out his advice is applicable to anyone looking to excel in any career! He concludes with what he would tell his younger self. Don’t miss this inaugural episode of Behind the Balance Sheet: Build Your Network.
CoverTree is a leading VC-backed insurtech MGA focused on bringing digital distribution, automated underwriting, and data-driven pricing to specialty personal lines of insurance with a specific focus on mobile and manufactured housing.
We’ve raised $10M from AV8, Distributed Ventures, Detroit Venture Partners, Ludlow Ventures, and Annox Capital.
Ian McCreadie is currently CFO at CoverTree and Agency Principal at National Mobile Home Insurance.
He previously held multiple roles with privately held lower middle market investment banking firms and acted as a member and director of Private Capital Alliance’s screening and diligence committees.
Ian gained industry experience in both analyst and associate roles with Madison Street Capital, in senior associate and director roles with Private Capital Alliance, in a Vice President role with Pegasus Intellectual Capital Solutions, and in a CFO role at Alta Cima, Corp. its affiliates and subsidiaries.
He has directly participated in or led financing and merger and acquisition transactions both in the United States and Western Europe. Ian’s experience includes, but is not limited to, being involved in more than 25 successful client engagements (capital raise and M&A advisory), representing in excess of $250mm of transactional value.
Connect with Ian on LinkedIn.
About Financial Footsteps
Financial Footsteps is dedicated to providing insider access to successful accounting and finance leaders thereby providing ideas, insights, and ‘secrets to success’ to those aspiring to be leaders themselves.
Interactive conversations with guests will reveal the genesis for a career in accounting and finance, the great (and not so great) decisions that were made along the way, and the advice that these leaders would give to their younger selves.
About Your Host
Chad Dean has been an executive recruiter since 1996. He currently is owner and CEO of a top-ranked national recruiting firm with a 33 year history servicing the Finance disciplines.
Chad Dean’s relaxed and authentic recruiting style combined with a relentless work ethic and dedication to ethical recruiting has propelled him to the highest levels of success in recruitment and career counseling. He has been sought after by CNBC, the Wall Street Journal, and numerous other publications for his expertise.
Chad Dean is a proud Arizona native, married for 21 years, with two second-generation native teenage sons. He has an MBA from Arizona State University and a BS in Biology from FHSU.
About Our Sponsor
Integrated Management Resources was founded in 1990 in Tempe Arizona. Starting with clients like Goldman Sachs (first client and still a client today) and top Wall Street hedge funds, IMR built a robust recruiting process that digs out the most desirable ‘passive’ candidates from our client’s competitors.
IMR’s Phoenix Accounting and Finance practice services large and medium sized organizations for mid-senior level full-time placement and interim staffing.
