
CAO at Essentia Financial Services
Jackson, Mississippi Area

CAO at Essentia Financial Services
Jackson, Mississippi Area
When I left what is now Payment Alliance International ATM Services Group, after nine years with the company, it was the largest privately owned ATM network in the country. I started at what was FTI as a customer service representative in 1999, and left in 2008 as the Vice President of Corporate Development.
My primary responsibility, in whatever role I was in, was to solve problems, to take apart struggling processes or procedures, come back with a better mousetrap, and to teach others how to do the same thing.
In my new role as CAO at Essentia Financial Services, along with former FTI teammates, I'm doing it again.
Essentia is in the business of "doing well by doing good." We're looking for the best possible way to provide a much-needed financial service to individuals who are without a lot of viable options, and to do it in a way that creates both a great experience for the customer and a sustainable business model.
Reporting, analysis, process and policy development, project management, vendor management, ATM industry and banking compliance.
(Financial Services industry)
October 2008 — Present (1 year 2 months)
Responsible for the day to day operations and ensuring continuous improvement of key processes.
(Privately Held; 201-500 employees; Financial Services industry)
May 2007 — October 2008 (1 year 6 months)
Go-to person for leadership and implementation of high-impact enterprise-wide projects, from portfolio conversions to PCI program implementation. Developed and administered corporate training program. Served as compliance officer.
(Public Company; 51-200 employees; Financial Services industry)
April 2006 — April 2007 (1 year 1 month)
Had direct responsibility for IT, HR, and project management departments, as well as vendor management, corporate training, compliance, disaster recovery, and policy & procedures areas.
(Public Company; 51-200 employees; Financial Services industry)
January 2004 — March 2006 (2 years 3 months)
Was responsible for strategic planning and execution to enhance profitability, productivity, and efficiency throughout the company’s operations. Direct responsibility for Customer Service, Technical Service, Customer Implementation, Customer Retention, and Payout Departments.
(Financial Services industry)
June 1999 — December 2003 (4 years 7 months)
Held multiple titles during this timeframe including Customer Service Representative, Purchasing & Installation Coordinator, Customer Service & Retention Manager, and Product Development Manager. Was ultimately promoted to Vice-President, Operations, when FTI was sold to NetBank in December, 2003.
Bachelor of Arts , Theatre, Philosophy, English , 1993 — 1998
Diploma , 1989 — 1993