Cherry Bekaert Welcomes Dan Wheadon as New CFO Advisory Leader
RALEIGH, N.C., June 23, 2025 /PRNewswire/ -- Cherry Bekaert (the Firm) is pleased to announce the appointment of Dan Wheadon as the new CFO Advisory Leader. This strategic hire underscores the Firm's commitment to providing exceptional advisory services and supporting the financial growth and transformation of its clients.
With over 25 years of experience in management consulting, Dan has a proven track record of driving transformative change and achieving exceptional client results. He spent over two decades at a prominent mid-market accounting, tax and advisory firm, where he drove the firm's strategy and management consulting practice.
Dan has consistently tackled complex operational and financial challenges across industries, including life sciences, manufacturing, technology and telecom. His extensive background in financial strategy, risk management and operational efficiency will be instrumental in guiding clients through the complexities of today's financial landscape.
Dan will lead Cherry Bekaert'sCFO Advisory Services, which aims to empower middle-market CFOs by offering comprehensive support, from operational improvements to strategic initiatives. Under Dan's guidance, the CFO Advisory team will focus on enhancing financial operations, optimizing processes and providing strategic insights that drive business growth.
Dan will lead Cherry Bekaert's CFO Advisory Services, focusing on optimizing financial operations, enhancing processes and providing strategic insights to drive business growth. His leadership will also be pivotal in shaping the Firm's newly launched Finance Modernization solution, designed to equip businesses and CFOs with a robust financial foundation for growth.
"Dan's passion for building and mentoring high-performing teams, combined with his entrepreneurial mindset and operational experience, will be invaluable to Cherry Bekaert's CFO Advisory team," said Collin Hill, Advisory Services Leader and Managing Partner of the Firm. "He is committed to helping CFOs navigate their complex roles and achieve their business goals."
Dan expressed his enthusiasm for the new role, stating, "Cherry Bekaert's Finance Modernization solution is a game-changer for mid-market CFOs. I am excited to lead the CFO Advisory team and help our clients drive operational efficiencies and achieve sustainable growth."
Cherry Bekaert is poised to deliver tailored solutions that address the unique challenges faced by mid-market CFOs, ensuring they have the tools and resources needed to achieve their financial goals and sustain long-term success.
For more information about Cherry Bekaert's CFO Advisory Services, Finance Modernization solution and other advisory services, please visit cbh.com.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax, and advisory firms in the U.S., serves clients across industries in the U.S. and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert Advisory LLC is not a licensed CPA firm. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, and tax. We exercise a deliberate curiosity to know our clients' industries and work collaboratively to create shared success. For more details, visit cbh.com/disclosure.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com and follow us on LinkedIn, Facebook, X or Instagram.
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