#United States #Raleigh #Cherry Bekaert #Dan Wheadon #CFO Advisory

Cherry Bekaert Welcomes Dan Wheadon as New CFO Advisory Leader

Cherry Bekaert, a leading assurance, tax, and advisory firm, has announced the appointment of Dan Wheadon as its new CFO Advisory Leader. This strategic move underscores the firm's ongoing commitment to delivering superior advisory services that support the financial growth and transformation of its clients.

As an industry veteran with over 25 years of experience in management consulting, Dan Wheadon has demonstrated a remarkable ability to drive transformative change across various sectors. His career includes a decorated tenure at a prominent mid-market accounting, tax, and advisory firm where he was integral in developing the firm's strategy and management consulting practice. Dan's extensive background encompasses tackling complex operational and financial challenges across industries such as life sciences, manufacturing, technology, and telecom.

In his role at Cherry Bekaert, Dan will lead the firm's CFO Advisory Services, which is tailored to empower middle-market CFOs by providing comprehensive support that includes operational enhancements and strategic initiatives. His focus will be on optimizing financial operations, improving processes, and offering strategic insights that are crucial for driving business growth.

"We are thrilled to have Dan join our team. His extensive expertise in financial strategy, risk management, and operational efficiency will be incredibly valuable as we guide our clients through the complexities of today’s financial landscape," said Collin Hill, Advisory Services Leader and Managing Partner of the Firm.

Under Dan's leadership, the CFO Advisory team at Cherry Bekaert will concentrate on enhancing financial operations tailored specifically for mid-market CFOs. They will deliver a newly launched Finance Modernization solution designed to equip these CFOs with a robust financial foundation necessary for growth and sustainability.

Dan expressed his enthusiasm for this role, stating, "Cherry Bekaert’s Finance Modernization solution is a game-changer for mid-market CFOs. I'm excited to lead the CFO Advisory team in helping our clients drive operational efficiencies and achieve sustainable growth."

With Dan's passion for cultivating and mentoring high-performing teams combined with his entrepreneurial mindset, he is set to significantly impact Cherry Bekaert's CFO Advisory team and their clients. The firm is poised to deliver bespoke solutions that address the unique challenges mid-market CFOs face, ensuring they have the requisite tools and resources needed to achieve their financial objectives and maintain long-term success.

For more details about Cherry Bekaert's CFO Advisory Services and Finance Modernization, visit cbh.com.

About Cherry Bekaert

Cherry Bekaert is one of the U.S.’s largest assurance, tax, and advisory firms, serving clients in various industries both domestically and internationally. The brand encompasses Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, which provide professional services. While Cherry Bekaert LLP is a licensed CPA firm offering attest services, Cherry Bekaert Advisory LLC focuses on business advisory and non-attest services ranging from transaction advisory to tax solutions. Both entities aim to foster collaborative partnerships that drive shared success. In addition, they are members of Allinial Global, a global association comprised of accounting and business advisory entities. For further inquiries, please visit cbh.com/disclosure.