Sr. Financial and Investment Analyst

Sean earned his Bachelor’s degree in Finance from Georgia State University in 2017 and later graduated from the University of Georgia in 2019 with a dual concentration in Finance and International Business. He recently achieved the Chartered Financial Analyst (CFA) designation, reflecting his commitment to the highest standards in the investment profession. To further enhance his expertise, Sean also completed certifications in Business Intelligence & Data Analysis and Financial Modeling & Valuation Analysis from the Corporate Finance Institute in 2023.

As a Senior Financial and Investment Analyst in the Advisory Practice at JCox CPAs & Advisors, P.C., Sean specializes in financial modeling, investment analysis, and business intelligence reporting. He partners with clients to evaluate investment strategies, perform valuation analyses, and provide actionable insights that guide financial and strategic decisions. His blend of advanced credentials, technical skill, and global business perspective strengthens the firm’s ability to deliver forward-looking, data-driven advisory solutions.

Accounting Manager

Wilburt graduated in 2020 with a Bachelor’s degree in Accountancy from Georgia State University, where he was an active member of the Beta Alpha Psi Honor Society. In 2021, he began his career at EY as a Business Consultant, where he worked on projects focused on improving efficiency, streamlining processes, and optimizing organizational talent strategies.

He is a licensed CPA and an active member of both the Georgia Society of CPAs and the American Institute of CPAs (AICPA). In addition to his accounting career, Wilburt has a long-term goal of expanding his expertise into law, with plans to return to Georgia State University for legal studies.

As an Accounting Manager in the Client Accounting Services (CAS) Practice at JCox CPAs & Advisors, P.C., Wilburt oversees financial reporting, month-end close processes, and client accounting operations. He works closely with business owners and management teams to ensure accurate, timely, and reliable financial data that supports strategic decision-making. His blend of Big Four consulting experience, CPA credentials, and leadership in accounting allows him to deliver trusted, high-level support to clients and to the CAS team.

Sr. Corporate Financial Analyst

Henry graduated cum laude from the University of Georgia in 2019 with a Bachelor of Arts in Finance. He began his career with two of the nation’s largest distributors, first with Genuine Parts Company in the automotive and industrial parts sector and later with Republic National Distributing Company, the second-largest wine and spirits distributor in the United States. These experiences provided him with a strong foundation in finance, operations, and client service, preparing him for advanced analytical and advisory work.

Henry is a Certified Corporate Financial Planning & Analysis Professional (FP&A) and an active member of the Association for Financial Professionals (AFP). His certification emphasizes his expertise in financial modeling, forecasting, and strategic decision-support, skills he now applies directly in client engagements.

As a Senior Financial Analyst within the Advisory Practice at JCox CPAs & Advisors, P.C., Henry focuses on delivering forward-looking insights and actionable strategies to clients. His work includes developing financial models, preparing budgets and forecasts, performing scenario planning, and conducting cash flow and variance analyses. Henry collaborates closely with client leadership teams to evaluate performance metrics, assess growth opportunities, and design strategies that strengthen profitability and support long-term business goals.

Kelly Underwood, MPA

Service Line: Accounting, Advisory & Tax

Senior Staff Accountant

Kelly graduated in 2017 with an Associate’s degree in Business Administration before earning her Bachelor’s in Accountancy from Georgia State University, where she was an active member of the Beta Alpha Psi Honor Society. She went on to complete her Master’s in Accountancy in 2020 and is currently pursuing her CPA designation.

As part of the Client Accounting Services (CAS) Practice at JCox CPAs & Advisors, P.C., Kelly focuses on providing businesses with accurate financial reporting, general ledger management, and month-end close support. She assists clients in maintaining reliable books and records, preparing management reports, and ensuring that their financial data can be used confidently for decision-making. Kelly’s strong academic background and professional dedication reflect her commitment to excellence and to advancing the firm’s mission of delivering trusted accounting solutions.