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Quality Manager, Proposal Manager, Monitoring & Compliance

Tallahassee, FL
September 27, 2018

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/ Marisol P. Cheasman, ****-Sept, Page * /

Curriculum Vitae

MARISOL P. CHEASMAN Mobile Contact #: 407-***-**** ASQ Certified Quality Auditor (2015-2018) Email: PMI Certified Associate in Project Management (2012-2017) Location: City of Tallahassee, State of Florida, USA Professional Summary and Career Objective

A performance-driven and quality-focused business professional, Marisol is well regarded and valued by her managers and peers for her very keen eye for detail in her analysis of transactions and process flows, coupled with a careful understanding of business objectives, strategies, risks, contractual requirements and the overall macro environment, that, when all combined, results in process improvements for the company.

Since her solid undergraduate and graduate business education is grounded on finance and accounting, Marisol applies this foundational discipline throughout her professional career. She has achieved more than 20 years of experience in quality management and compliance monitoring in several industries: tolling (transportation), banking, consumer manufacturing, and real estate. Her expertise and discipline in quality assurance/quality control is proven and recognized through the work she delivered in the Philippines, Canada, Ireland and the United States, in a management or advisory capacity. Marisol is looking to bring these years of experience in quality, following the framework of ISO 9001 (Standard for Quality Management Systems) to a company that is passionate about quality; where quality is a goal, a core value, or an integral part of organizational culture. It is her career objective to work with the company in successfully bringing about continuous improvement and long-term sustainability through the practice of quality in all areas of the organization. Professional Experience

May 2017 –

Sept 2018

ETAN Limited/ETAN Transactional LP, Quality Manager – Dallas, State of Texas, USA Responsible for:

• Developing the Deliverable Quality Plans for ETAN’s tolling system projects as contractually required

• Performing Final Quality Assurance/Quality Control (QA/QC) review of project documentation

(Deliverable Expectations Documents, Deliverable Plans) – such as system test procedures, training plan, project management plan, communication plan, organization change management plan, data migration/transition plan, minutes of meetings, monthly progress reports – with specific focus on contractual compliance, before final submittal to the client


• Providing support to ETAN Corporate Vice President in setting up a quality management structure in the organization

• Providing support in ETAN’s technical bid proposal development, specifically in Quality Management

• Providing support to executive management on contractual requirements, specifically their interpretation or scope


• Development of the ETAN Quality Assurance Plan (QAP) for the SANDAG Back Office System Project (SANDAG is San Diego Association of Governments. The QAP is a Deliverable in the Project’s Contract Data Requirements List.)

• Development of the ETAN Quality Management Plan (QMP) DED and Deliverable Plan, for the WSDOT Back Office System Project (WSDOT is Washington Department of Transportation. The QMP is a required Deliverable under WSDOT’s Request for Proposal for this project.)

• Reviewed and improved the ETAN Quality Assurance Plan (QAP) submitted to the Utah Department of Transportation (UDOT) as required under the contract with ETAN as provider of the back-office system for UDOT’s tolling operations

• Developed initial draft of the System Design and Development Document for UDOT, as required under ETAN’s tolling system contract with the agency

• Instituted a formal and structured QA/QC review process within ETAN to ensure all project documentation meets quality standards

/ Marisol P. Cheasman, 2018-Sept, Page 2 /

Both SANDAG QAP and WSDOT QMP are among the project documents submitted by ETAN that have successfully earned formal client approval early on, resulting in the achievement of applicable payment milestones for ETAN.

The UDOT QAP had also been approved, for which ETAN earned the applicable payment milestone. July 2014 –

Jan 2017

Egis Projects USA Inc., Proposal Project Manager – Orlando, State of Florida, USA Responsible for:

• Developing full technical bid proposals

• Ensuring quality of overall bid response package

• Facilitating responses to pre-Oral Presentation questions

• Developing Oral Presentation

• Active and direct roles in project implementation Achievements:

• Successful technical bid for the Central Florida Expressway Authority (CFX) E-PASS and Violation Enforcement Operations Project in March 2015 with Notice to Proceed; team mobilization and transition from April to July 2015; start of operations in August 2015; re- organized Quality Team and hired new Quality Specialists, Trainer and Business Intelligence Analyst

• Completed and submitted technical bid proposals for tolling operations projects Massachusetts, Oregon, New Hampshire, LA Metro, Maryland, Transportation Corridor Agencies

• Worked with Egis France (Head Office) in re-bid submission for M25/M50 tolling operation in Ireland

Additional role: Quality Advisor to local project teams Achievements:

• CFX E-PASS project:

o Managed the Quality Team from August 1, 2015 to September 12, 2016; reestablished and re-defined the Quality function at the CFX E-PASS project; established Document Control process

o Reviewed existing business processes with Customer Service and other business units for process improvements and establish more quality-driven documentation (e.g. call handling and monitoring standards and processes; customer verification policy; call scripts; front counter customer service plan)

o Re-structured the Training function at the CFX E-PASS project, hired new Trainer, conducted job orientation training to newly hired customer service representatives; re- structured the New Employee Orientation Training Program (job-specific) o Worked with the local project management team in conducting job interviews for key roles in the project

• Conducted quality assessment of Port Mann-Highway I AET Tolling Operation

(Vancouver, Canada), organized the Quality business unit of tolling operator

(TransCanada Flow Tolling Inc.), and became instrumental in the company’s successful CSAE3416 Audit (the Canadian equivalent of the U.S. SSAE16/SOC Audits)

• Conducted quality assessment of Egis Easytrip Ireland (Dublin, Ireland) and submitted recommendations for improvement that were subsequently approved by their Board of Directors and implemented by the Operations Team Mar 2013 –

Jun 2014

Egis Projects Canada, Inc., Quality Manager – Vancouver, Province of British Columbia, Canada Key Achievements:

• Full re-certification of the EPC Quality Management System under ISO 9001:2008, effective from 2014 to 2017

• Successfully maintained ISO 9001 certified status during the interim 3-year surveillance audits from the original ISO 9001:2008 certification in November 2010

• Prepared initial work on 2014 re-certification of EPC for Benchmark-Portal Customer Service Center Excellence

• Responsible for and signs off on the final audit report on Key Performance Indicators

/ Marisol P. Cheasman, 2018-Sept, Page 3 /

• Supervised over all internal quality audits, and directly handled ISO business process audits

• Developed new audit processes to verify other areas of operations, such as: Privacy compliance, execution of other types of financial transactions on customer accounts

• Trained and managed a team of 3 staff members: 1 Quality Officer and 2 Quality Specialists

• Led the Quality team in responding to the client’s internal audits (3 in 2013) The Quality KPI Audit process was validated by the client’s internal auditors and was a factor in their

“low-risk” final assessment of the Golden Ears Bridge AET Project operated by EPC.

• Led in the design and development of EPC/Egis Quality Monitoring application for Calls and Emails. This tool is being deployed in other Egis projects.

• Enhanced the call and email calibration processes and analyses between Quality and Customer Service business units.

• Streamlined and enhanced the main Quality report to management Other Achievements:

• Directly supported Egis Projects’ business development efforts in North America and Europe, in technical bid writing or proposal development

Apr 2009 –

Feb 2012

Egis Projects Canada, Inc., Quality Officer – Vancouver, Province of British Columbia, Canada Mainly responsible for:

• Auditing actual Key Performance Indicators (KPI) achieved during and for the month

• Conducting call monitoring audits

• Conducting most transaction audits and ISO business process audits

• Conducted quality inspections of outgoing transponder and video registration packages to customers

• Reviewing policies, operations procedures, work instructions, forms, guides, and process flowcharts

• Leading call and email calibrations between Quality and Customer Service business units

• Conducting quality training on toll adjustments and developing business case approach as training validation

• Maintaining Quality reports to management and preparing Final KPI Audit Reports for the client Key Achievements:

• Actively designed and developed the Quality rewards and recognition program

• Designed the structure, flow and frequency of the call calibration process

• Actively involved in the company’s first certification under ISO 9001:2008 Other Achievements:

• Directly supported Egis Projects’ business development efforts in North America and Europe as bid writer

• Project Acquisition: Port Mann-Highway I Bridge All-Electronic Toll Operation, February 2012, Client: Transportation Investment Corporation (Crown Corporation), in British Columbia, Canada

• Co-authored the article, “Electronic Toll Collection: A Smarter Way to Cross”, featuring the Golden Ears Bridge, published by under Vol. 6, No. 3 covering North America

2005 - 2009 Various work experiences (Vancouver, Province of British Columbia, CANADA) 1. North Shore Credit Union (now Blue Shore Financial)

• As full-time Senior Accountant covering for a female staff on maternity leave

• Responsible for monitoring budgets, analyzing marketing expenses and maintaining accounting journals of 2 profit centers and 3 cost centers

• Assisted in accounting work for the bank’s auto insurance affiliate 2. Toronto Dominion-Canada Trust Bank

• As full-time contractor processing customer transactions involving retirement savings plans

(RSP) and registered retirement savings plan (RRSP)

/ Marisol P. Cheasman, 2018-Sept, Page 4 /

3. The Home Depot

• As part-time Cashier working weeknight and weekend shifts 4. Sunrich Fresh Foods, Inc.

• As full-time Sales Accounting Specialist responsible for monitoring and reporting on sales and marketing budgets

5. Kintec Footlabs

• As full-time Inventory Management staff responsible for monitoring and maintaining retail inventory stock levels in all 5 stores

6. NCO Contact Center

• As a part-time Technical Service Representative assigned to Customer Service team handling U.S. customers with Microsoft MSN products 1997 - 2005 Various leading Financial Institutions (Philippines)

• Bank of the Philippine Islands (a top universal bank in the country)

• DBS Bank Philippines, Inc. (a subsidiary of the Development Bank of Singapore)

• Bank of Southeast Asia (a mid-size commercial bank)

• United Coconut Planters Bank (a universal bank)

Positions held:

Senior Manager for Special Projects; Senior Manager/Unit Head for Subsidiary Accounting; Senior Manager/Unit Head for Corporate Planning; Senior Accountant in charge of 3 profit centers and 2 cost centers; Senior Investments Analyst

Key Roles/Achievements:

• Managed staff under Corporate Planning and Subsidiary Accounting

• Bank compliance monitoring and reporting specifically on equity investments, including Tier 1 and Tier 2 (subordinated debt) capital

• Delivered the migration of 700+ Bank of the Philippine Islands branches and kiosks, from manual fixed assets inventory management to the automated Fixed Assets System; worked in close partnership with the Branches Accounting Supervisor in developing the Requirements Document, guiding each branch with data sanitation and upload, verifying line-by-line accuracy of data migration results per branch, and validating project success

• In-depth process reviews

• Enhanced tax calculation templates for subsidiary accounting

• Delivered presentations at the management level, regarding the bank’s quarterly performance

• Reviewed and analyzed the feasibility of establishing a regional banking center outside Metropolitan Manila

1993 - 1997 Various leading corporations in Consumer and Real Estate industries (Philippines) 1. Ayala Land, Inc. (the real estate arm of Ayala Corporation) Position held: Financial Analyst

Key Achievements:

• Return on Assets Historical Analysis on the company’s major real estate projects

• Annual budgets of 2 to 3 profit and cost centers

• Performance monitoring of horizontal projects

2. Cosmos Bottling Corporation (formerly the “soft drinks” beverage subsidiary of RFM Corporation)

Positions held: Business Planning Officer and Executive Assistant to the Executive Vice President & Chief Operating Officer

Key Achievements:

• Initial Public Offering and Investor Relations support (PSE: “CBC” - Cosmos)

• Supervised the Purchasing function covering the Corporate Office and seven (7) manufacturing bottling plants nationwide

• Led internal strategic planning initiatives and worked with corporate team for group- wide strategic plans, including CBC’s capital expenditure planning

/ Marisol P. Cheasman, 2018-Sept, Page 5 /

1990 - 1992 SyCip, Gorres, Velayo & Co. (now an affiliate of Ernst & Young LLP in the Philippines) Position held:

• Technical Consultant in the Corporate Finance Consulting Group (then, under Arthur Andersen)

Nature of Project Involvements:

• Mergers and Acquisitions

• Stock valuations

• Financial reviews for Asset Privatization purposes

• Full feasibility and market studies

Education and Professional Development

2015 Certified Quality Auditor registered with the American Society for Quality License No. 63661, Effective 2015 - 2018

2013 Certified Associate in Project Management registered with the Project Management Institute License effectivity: 2013 - 2017

2012 - 2013 Diploma in Applied Project Management, from Simon Fraser University (British Columbia, Canada) Continuing Education at Simon Fraser University

2010 - 2011 Various courses in Quality Control, Operations Management, Project Management and Business Statistics, from the British Columbia Institute of Technology (British Columbia, Canada) 2006 Certified Management Accountants Fast-Track Program (Phase 1 of 3), from Langara College (British Columbia, Canada)

* Through the Society of Certified Management Accountants of British Columbia 2005 Master’s Degree in Business Administration, from the Ateneo de Manila Graduate School of Business


1990 Bachelor of Science in Business Administration, from the University of the Philippines College of Business Administration (Philippines)

Membership: Junior Finance Association

Professional Memberships (Florida Chapters)

• American Society for Quality (2014 – 2018)

• Project Management Institute (2011 - 2017)

Foreign Languages

Filipino - native language

English - expert fluency in both oral and written communications Technical & Computer Skills

Technical skills - Bid proposal development for RFPs, RFIs, RFQs Technical writing (training manuals, quality plans, policies and procedures, document control, quality audit reports)

Computer skills - Microsoft Outlook, Microsoft Office (Excel, Word, PowerPoint), Microsoft Project, Microsoft Visio, Microsoft Navision, Adobe Professional

Relocation and Business Travel

Open to relocation

Willing to travel

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