Marc Chauhan
Charlotte,NC
Summary
Dynamic and results-driven IT professional with over a decade of experience in software quality assurance, systems analysis, and project management. Expertise in leading cross-functional teams, driving process improvements, and ensuring the delivery of high-quality solutions. Proven ability to bridge the gap between technical and business teams, fostering a collaborative and productive work environment. Accomplished professional with extensive experience in business development, process optimization, automation, and strategic planning. Expertise in project management, data analysis, and investment decision-making. Highly skilled in developing initiatives to streamline and standardize business operations. Seeking to leverage background to take the next career step with a respected organization that rewards talent, hard work, and results.
Overview
25
25
years of professional experience
Work History
Senior Technology Business Systems Consultant – UAT/Coordinator
WELLS FARGO BANK
CHARLOTTE, NC
05.2023 - 05.2024
- Adapted skill set to blend Project Management, Testing, and Audit functions effectively
- Utilized advanced communication skills to interact with all levels of the team, including Senior Leadership, and bridged gaps between Technology and Business
- Collaborated closely with UAT to verify test results, ensuring alignment between ALM and test findings, and coordinated with internal and external audit teams
- Worked across multiple product teams (PAMs), providing guidance to lower-level test coordinators and consolidated status reports
- Coordinated regression testing for 48 Lines of Business (LOBs) throughout project phases
- Coordinated efforts with industry partners such as DTCC, Refinitiv Beta NXT, Vanguard, and internal trade partners like Corporate Investment Banking (CIB) and River
- Gathered and validated data from teams, delivering comprehensive reports
- Possessed a clear understanding of the SDLC testing lifecycle and software testing & quality assurance principles
- Demonstrated expertise in the Financial Industry Trade Settlement Process
- Utilized advanced knowledge of testing management tools, including HP ALM (Test Management) and JIRA (Align and Defect Tracking)
- Created dashboards using SharePoint and PowerBi
- Managed project and folder structures on SharePoint
- Maintained meticulous records and collaborated for audit purposes
- Proficient in MS Office, with advanced skills in Excel and PowerPoint.
Project Manager - Testing
LONDON STOCK EXCHANGE GROUP/REFINITIV
FORT MILL, SC
11.2016 - 05.2023
- Led UAT for multiple workstreams, including Prime with Postman and BAW, JSON files with Index Build Team, RA with Sustainable Investments, and DollarUniverse for Crypto Currency Indices and Benchmarking
- API Development & Testing: Integral in the development and testing of APIs throughout the SDLC, with hands-on experience in automated and manual regression/testing using ALM and Selenium
- Data and Product Migration: Worked on migrating data and products as part of sun-setting legacy systems, including large data migrations and ETL
- Product Backlog Management: Managed and prioritized product backlogs, user stories, and acceptance criteria for testing initiatives, features, and enhancements
- Regression Testing: Conducted regression testing for hot fixes, standard cycle releases, and throughout releases to ensure system performance pre- and post-release
- Data Management: Utilized SQL for querying, loading, evaluating, and presenting large datasets, including equities, cross-listings, and depository receipts
- Validated large data sets through manual and automated testing
- Test Script Development: Wrote and facilitated test scripts using HP ALM for UAT analysts, including helping with query writing and data compilation
- Documentation & Presentation: Documented changes and new functionality, presented enhancements to the business through demos, and maintained user guides
- Scrum & Agile Practices: Engaged in daily scrum calls, collected requirements, and used JIRA and Kanban for task management
- Communicated across multiple teams in two-week sprints
- Cloud Migration: Assisted in migrating primary databases and legacy applications to the cloud, including replication of OnPrem directories to S3 buckets
- Incident Management: Communicated and resolved incident tickets, coordinated with Client Services, and ensured comprehensive issue resolution
- High Visibility Deployments: Participated in Command Center operations during critical deployments and cutovers
- Training & Onboarding: Trained and onboarded new hires, managed their work, and reviewed performance.
Financial Services & Tax Consultant/Licensed Insurance Agent
CFS
CHARLOTTE, NC
08.2015 - 11.2016
- Client Advisory: Advised clients on their current financial situations and identified their needs based on their goals
- Financial Security Options: Provided various financial options to ensure clients’ peace of mind and financial security for their families
- Financial Services Brokerage: Brokered a range of financial services, including annuities, single premium life, final expense, and various other riders and providers, to offer clients the best options tailored to their needs
- Agent Training: Hired and trained newly licensed agents to help them start their careers in insurance and finance
- Tax Expertise: Held an IRS-approved PTIN and had experience in filing various tax schedules.
Sr. Audit Consultant/Project Manager
APEX ANALYTIX LLC
GREENSBORO, NC
06.2011 - 07.2015
- Financial Audits: Successfully budgeted and delivered comprehensive financial audits for public and private clients, including Fortune 100 companies and early-stage venture-backed firms
- Presented audit findings to internal and external leadership
- Industry Experience: Worked across various industries such as Technology, Financial Services, Pharmaceuticals, Agriculture, and Manufacturing
- Served as lead auditor and project manager for clients like GM and Lear Corp
- Internal Processes & Risk Management: Expert in client internal processes for direct and indirect spend financial segments, focusing on reducing data leakage, mitigating risk, and solidifying controls
- Documented and reported risk in accordance with the risk management lifecycle
- Stakeholder Relationships: Built strong relationships with key stakeholders throughout clients’ supply chains and maintained effective communication across internal departments
- SOX Compliance: Ensured SOX compliance by facilitating effective communication between suppliers and audit personnel to resolve claims, conducting deep dive audits on pricing, A/P, and retail recovery
- Data Analysis: Demonstrated ability to analyze and interpret data for multiple projects simultaneously, quickly identifying business issues and opportunities
- Vendor/Client Relations: Managed escalations between suppliers and clients via phone/email, enhancing vendor/client relationships
- ERP Systems: Utilized SAP, Oracle, JD Edwards, PeopleSoft, and other ERP systems to validate payments and identify duplicates
- Project Management: Initiated and managed projects from start to finish using internal software Client View
- Tested data sets to mitigate errors and integrated software parameters to match ERP systems with proprietary software
- Logged and managed JIRA tickets to resolve migration issues and handled system migration and software integration testing (SIT)
- Vendor Management: Managed Vendor Management Software (VMS) registration and assistance
- Client Engagement: Personally handled project engagement meetings created and maintained project rules and managed P&L generally $5B and up for Fortune 500 clients including Pfizer, Walmart, Bayer, Siemens, General Motors, and Ford
- Forecasting & Budgeting: Conducted continuous forecasting and budgeting for project planning and management to ensure profitability
- Training & Mentorship: Trained senior staff and audit consultants in transitioning to new projects, and managed, mentored, and challenged a team of up to 10 analysts.
Customer Care Professional - Collection Specialist
AMERICAN EXPRESS COMPANY
GREENSBORO, NC
06.2010 - 05.2011
- Effective collector of past due credit card accounts averaging 75% cure rate totaling $250k monthly
- Strong working knowledge of credit card reform act and fair debt collection practices act, Reg Z etc
- Peer coach on effective debt collection language.
Customer Service Sales Representative
CITIGROUP CARD DIVISION
GREENSBORO, NC
08.2007 - 06.2010
- Relationship manager for # accounts daily related to affinity card products
- Top 3% sales professional for credit card upgrades and insurance products
- Recognized for process improvement recommendations as “Global Voice of Employee” in Jan 2008.
Senior Financial Information Analyst/Translator
MERGENT INC, a LONDON STOCK EXCHANGE GROUP Co.
CHARLOTTE, NC
06.1999 - 07.2007
- Translation and Analysis: Translated and analyzed company financial reports from German to English, ensuring compliance with SEC filings (10-K, 20-F) and US GAAP/IFRS standards
- Financial Accuracy: Utilized strong analytical and audit skills to identify and correct inaccuracies in financial reports.
Education
MBA in Finance -
Strayer University
05.2013
BA in Management & Computer Information Systems -
Wingate University
05.1999
Skills
- Microsoft Office Suite 365: Teams, Excel, PowerPoint, Word, Outlook, SharePoint
- Collaboration Tools: Atlassian JIRA, Confluence
- SharePoint: Build and manage pages
- Business Process Tools: IBM Blueworks, Business Automation Workflow (BAW)
- Programming & Data Tools: JSON, RapidSQL, Microsoft SQL Server Management Studio 2018, Sybase Applications
- Testing & Automation: Selenium, HP ALM, Octane Test Management Solution
- Data Management & Storage: WinSCP, AWS S3 Buckets
- Customer Support & Service: ZenDesk, ServiceNow
- Development & API Tools: Postman
- AML & Compliance: Anti Money Laundering (AML)
- Software as a Service (SaaS): Various tools
- Virtual Workspaces: Citrix Workspaces, Amazon Workspaces
- HR & ERP Systems: Workday, SAP, PeopleSoft, JD Edwards, ORACLE
- Remote Tools: Remote Desktop
- Others: Univiewer Console, FirstStrike, ApexPortal
Individualcharacteristics
- Proficient in Agile and Waterfall methodologies, with a strong focus on software quality assurance
- Adept at leading teams in dynamic environments, ensuring project milestones are met
- Excellent problem-solving skills with a methodical approach and high attention to detail
- Strong understanding of business processes, investment strategies, and technical solutions
- Skilled in managing tight deadlines without compromising on quality
- Effective communicator, capable of engaging with stakeholders at all levels
- Experience in the financial industry, leading technology delivery for operations teams
- Command Center experience in both business and technology operations
- Analytical mindset with a focus on testing, auditing, and client requirements
- Quick learner with a proactive, can-do attitude
Languages
German
Native/ Bilingual
Timeline
Senior Technology Business Systems Consultant – UAT/Coordinator
WELLS FARGO BANK
05.2023 - 05.2024
Project Manager - Testing
LONDON STOCK EXCHANGE GROUP/REFINITIV
11.2016 - 05.2023
Financial Services & Tax Consultant/Licensed Insurance Agent
CFS
08.2015 - 11.2016
Sr. Audit Consultant/Project Manager
APEX ANALYTIX LLC
06.2011 - 07.2015
Customer Care Professional - Collection Specialist
AMERICAN EXPRESS COMPANY
06.2010 - 05.2011
Customer Service Sales Representative
CITIGROUP CARD DIVISION
08.2007 - 06.2010
Senior Financial Information Analyst/Translator
MERGENT INC, a LONDON STOCK EXCHANGE GROUP Co.
06.1999 - 07.2007
MBA in Finance -
Strayer University
BA in Management & Computer Information Systems -
Wingate University