Collateral Optimization: Work with business units to maximize the use of eligible securities and loans, ensuring efficient pledging to secured borrowing facilities
Data and Reporting: Oversee the management of collateral data and reporting systems, ensuring accurate and timely information for decision-making
Stakeholder Collaboration: Partner with clients to establish and manage secured borrowing facilities, enhancing liquidity management
New initiatives: Link between Business and Operations for new initiatives
New initiatives: Link between Business and clients for new initiatives
System integration: Lead for integration with vendors/clients
Client onboarding: Work with business units to and clients to ensure seamless onboarding
Solutioning: Drive/facilitate solutions for client/vendor requirements
Strategic objectives: Participate, drive and execute company’s strategic objectives
Lead/business owner: for Collateral segments service delivery
Representative: SASLA
Representative: Collateral Management Division at Market meetings
Client centricity: Facilitate meetings with Collateral clients, build relationships with new clients and improve relationships with existing clients
Projects: Provide input into project prioritisation, planning and management
Sales: Sell Collateral Management product to prospective clients
Revenue: Monthly revenue oversight and analysis and annual revenue projections
Risk: Assurance and mitigation
Financial Services
Operations Manager – Collateral Management
Strate (Pty) Ltd
04.2014 - Current
Company Overview: Financial Services
Setup of Operational area for Collateral Division
Innovate/identify ways to improve processes
Drive Operational excellence (stability and integrity of systems)
Drive internal Automation initiatives
Facilitate meetings with Collateral clients
Deliver on company strategic initiatives
Build relationships with new clients
Improve relationships with existing clients
Oversee daily operational functions within the Collateral Division
Investigate new business requirements which support the strategic objectives of Collateral clients
Ensure effective risk mitigation in the Department
Understand the business requirements and liaise with the Collateral Management Division, Clearstream and Strate IT
Chair monthly Production Meeting (PFM) with Clearstream
Manage BCP activities during a market crisis
Ensure appropriate business communication to Collateral clients
Provide input into project prioritisation, planning and management
Research and report on industry and market best practice
Provide input into directive changes
Represent Strate at external workshops and committee meetings
Oversee Collateral Testing and Client Onboarding activities
Establish performance quality measures to assess team and individual performance levels
Assist Finance with monthly revenue figures
System demonstrations to new clients
Present and discuss Collateral procedures to clients and how client business impacted
Facilitate integration workshops with Vendors
Financial Services
Issuer Services Manager (emergency stand-in)
Strate (Pty) Ltd
04.2013 - 03.2014
Company Overview: Financial Services
Managed the Issuer Services department for 11 months
Registry services (beneficial download, BND)
Financial Services
Senior Business Specialist
Strate (Pty) Ltd
11.2009 - 03.2013
Company Overview: Financial Services
Conduct Performance Appraisals
Manage/Control updates to message specifications (Volume A)
Review/Sign Off Business Requirement Specification
Liaise with Market participants on system changes
Presentations to Market Committee members
Manage all Market incidents
Manage system changes Market/Internal
Attend conferences locally/abroad
Financial Services
Business Specialist
Strate (Pty) Ltd
12.2007 - 10.2009
Company Overview: Financial Services
Prepare Business Requirement Specification
Prepare Operational Processes and Procedure manuals
Liaise with Market participants on system changes
Market Testing
Responsible for all Market incidents
Solutioning – Market/Internal changes
Workshop complex changes with Market Participants
Implemented Collateral for Lending Desk Market
Annual SWIFT (SRG) changes
Aid and guide Service Desk on new system/market changes
Assist Service Desk during Market crisis
Financial Services
Testing Specialist
Strate (Pty) Ltd
01.2005 - 11.2007
Company Overview: Financial Services
Development and execution of test scenario’s
System functional testing
Ensure code base is stable before Market testing
End to end Market Testing
CSD Participants
JSE
Lending Desks
Transfer Secretaries
Ensure compliance before Market implementations
Financial Services
Service Desk
Strate (Pty) Ltd
08.2004 - 12.2004
Company Overview: Financial Services
Compliance Strate Rules & Directives
Adherence to SLA’s
Monitoring Overdues Positions
Monitor Settlement – Bonds & Equities
Deal with CSD Participants
Responsible for the continuous monitoring of trade statuses and funding obligations
Queries
Daily reconciliations
Deal with Lending Desk
Monitoring short positions and unstable groups
Queries
Deal with the JSE
Communicate T+3 and T+2 short positions
Monitor JSE settlement groups
Financial Services
Settlements Team Leader
Nedbank CSDP
06.2002 - 07.2004
Company Overview: Financial Services
To oversee and assist the settlement portfolio officers in the accurate settlements of South African bonds, money markets and derivatives clearing
Monitor Exception Queues
Authorize Client Trades
Performance Appraisals
Compliance Strate Rules & Directives
Escalation – High Level
Unsolved Queries
Process Enhancements
Delegation of Duties
Overlook Staff Duties
Cash Reconciliation
Client Holding Reconciliation
Strate Holding Reconciliation
Testing New Systems changes
Financial Services
Manager: Maria Nobrega
Manager telephone: 011 667 - 1324
Settlement Specialist/Scrip Lending and Borrowing
Nedbank CSDP
04.1999 - 05.2002
Company Overview: Financial Services
Liaising with Stockbrokers
Liaising with Client Liaison Officers
Liaising with counterparty CSD Participants
Balancing of Cash Accounts
Ensure that Settlements are processed
Client Queries
Scrip Lending and Borrowing
Reconciliation of Client Holdings
System Testing
Financial Services
Education
Matric -
Kliptown Senior Secondary
BCom General - undefined
UNISA
Management Development Programme (PMD) - undefined
GIBS
01.2012 - 12.2012
Leadership Development Programme (LDP) - undefined
GIBS
01.2017 - 12.2017
National Certificate - Financial Markets and Instruments (NQF Level 6)
Full Value Financial Services
01.2013 - 12.2013
Higher Certificate in Management Practice - undefined
Henley
01.2021 - 12.2022
Skills
Calm under pressure
Good Problem-solving skills
Ability to work independently
Ability to work as part of a team
People’s person
Leads by example
Open to change
Open to new challenges
Ee Status
Colored
Telephone
084 2000 186, (011) 759-5357
Personal Information
Gender: Male
Nationality: South African Citizen
First Names
Marlon Don
Timeline
Collateral Management – Business Partner
Strate (Pty) Ltd
03.2021 - Current
Higher Certificate in Management Practice - undefined
Henley
01.2021 - 12.2022
Leadership Development Programme (LDP) - undefined
GIBS
01.2017 - 12.2017
Operations Manager – Collateral Management
Strate (Pty) Ltd
04.2014 - Current
Issuer Services Manager (emergency stand-in)
Strate (Pty) Ltd
04.2013 - 03.2014
National Certificate - Financial Markets and Instruments (NQF Level 6)
Full Value Financial Services
01.2013 - 12.2013
Management Development Programme (PMD) - undefined
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW