Cherry Bekaert, an accounting firm based in North Carolina, US, has named Dan Wheadon as the new CFO Advisory Leader.
At Cherry Bekaert, Wheadon will head the CFO Advisory Services team, focusing on empowering middle-market CFOs with a range of support services, from operational enhancements to strategic planning.
His input will be key in refining financial operations, improving processes, and delivering strategic insights that contribute to the growth of businesses, the firm stated.
Additionally, Wheadon’s leadership is set to shape the firm’s newly launched Finance Modernization solution, aimed at providing businesses and CFOs with a solid financial foundation for expansion.
Wheadon has been working for more than 25 years in management consulting.
His background includes more than 20 years at a “mid-market” accounting and advisory firm, where he was said to be instrumental in advancing the firm’s strategy and management consulting practice.
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By GlobalDataHis experience in addressing operational and financial challenges across various sectors, such as life sciences, manufacturing, technology, and telecom, is said to play a crucial role in navigating the complexities of the current financial environment, highlighted the firm.
Cherry Bekaert advisory services leader and managing partner Collin Hill said: “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. He is committed to helping CFOs navigate their complex roles and achieve their business goals.”
Wheadon said: “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.”
Earlier in June 2025, Cherry Bekaert acquired Spicer Jeffries, a CPA firm specialising in the securities industry. The new acquisition is expected to expand the firm’s service offerings, particularly in asset management.
