Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Focus Areas

Accounting Advisory Services
Accounting Transformation
Business Intelligence & Data Analytics
Business Transformation
Digital Strategy & Transformation
Enterprise Technology Solutions
Finance Modernization
Performance Improvement
Strategic Finance
Strategic Growth & Innovation
Technical Accounting

Industries

CPA License

MA - 21402

Education

B.A. in Economics, Colby College
M.S./M.B.A., Northeastern University

Professional Involvement

Member, The American Institute of Certified Public Accountants (AICPA)

CPA License

MA - 21402

Education

B.A. in Economics, Colby College
M.S./M.B.A., Northeastern University

Professional Involvement

Member, The American Institute of Certified Public Accountants (AICPA)

Related Insights

The Future of SaaS and AI Disruption: Is SaaS Dead?

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7/20/2026 12:00:00 PM

The future of SaaS and AI disruption is here. Explore why SaaS isn't dying and what providers and buyers must do to stay ahead in an agent-driven world.

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Industrial Manufacturing: What Middle Market CFOs Are Prioritizing in 2026

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5/11/2026 7:17:57 PM

Learn why manufacturing CFOs are prioritizing modernization, ERP upgrades and scenario planning to strengthen pricing, cash flow and growth.

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What Middle Market Technology Industry CFOs Are Prioritizing in 2026

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5/11/2026 7:08:54 PM

Uncover what middle-market technology CFOs are prioritizing in 2026 to support modernization, from system integration to rebuilt forecasting models.

CFO Advisory Services Finance Modernization Technology