Jonathan Willcox, Cpa

Chief Financial Officer @ Source

About Jonathan Willcox, Cpa

Jonathan Willcox is a Chief Financial Officer with extensive experience in accounting and finance, having held various positions at Dopkins & Company, LLP and other organizations in the Buffalo/Niagara area. He has been with E Source since 2020, bringing a strong background in financial management and administration.

Current Role at E Source

Jonathan Willcox serves as the Chief Financial Officer at E Source, a position he has held since 2020. In this role, he oversees financial operations and strategic planning for the company. His responsibilities include managing financial reporting, budgeting, and ensuring compliance with financial regulations. Willcox's leadership contributes to the overall financial health and growth of E Source.

Previous Experience at Dopkins & Company, LLP

Prior to his current role, Jonathan Willcox accumulated extensive experience at Dopkins & Company, LLP. He worked there in various capacities from 2009 to 2015, including positions as Staff Accountant, Senior Accountant, Supervisor, Audit Manager, and System Consultant. His tenure at Dopkins provided him with a solid foundation in accounting practices and audit management.

Experience at TROVE - Predictive Data Science

Jonathan Willcox served as Vice President of Finance and Administration at TROVE - Predictive Data Science from 2017 to 2020. In this role, he was responsible for overseeing financial operations and administrative functions, contributing to the company's financial strategy and operational efficiency during his three-year tenure.

Educational Background in Accounting

Jonathan Willcox studied at Niagara University, where he earned a Bachelor of Business Administration (B.B.A.) degree in Accounting. His education spanned from 2005 to 2009, equipping him with essential knowledge and skills in accounting principles and practices that he has applied throughout his career.

Internship Experience at Tax Technologies, Inc.

Before his professional career, Jonathan Willcox completed an internship at Tax Technologies, Inc. from 2008 to 2009. This experience provided him with practical insights into the tax preparation and consulting industry, further enhancing his understanding of financial operations.

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