Daniel (Dan) Rendall Email and Phone Number

Project Manager & Business Analyst leading technical skilled direct reports, managing the intake, application functionality & reporting design, analysis, project management, documentation, implementation and issue resolution of technology requests for the Odyssey Suite of Workflow and Functional tools. Partner with stakeholders from the Executive level to End users in the Centres to determine functionality requirements that assist in process improvements, for tracking, automation, and STP… Show more Project Manager & Business Analyst leading technical skilled direct reports, managing the intake, application functionality & reporting design, analysis, project management, documentation, implementation and issue resolution of technology requests for the Odyssey Suite of Workflow and Functional tools. Partner with stakeholders from the Executive level to End users in the Centres to determine functionality requirements that assist in process improvements, for tracking, automation, and STP opportunities. Redesigned the existing functionality and infrastructure of the Odyssey application to a common dynamic platform for workflow and application solutions, stressing transparency and security of data, smooth user interfaces, workflow & diary routing solutions, functional tools & calculators, reconciliation, manual task automation, document generation, work force management, self-servicing support, quality assurance, process improvement, historical tracking, and reporting. Focus on functionality to capture and improve upon Employee Capacity & Utilization, Client Service Commitments and Impact, Data Analysis for Lean Six Sigma process reviews for volumes and classifications, Process enhancements, solutioning issues with and without technology, and leveraging existing tools for new requirements. Facilitation of process reviews and white boarding sessions to map business processes, interface designs, and application flow, balancing the needs of stakeholders from the user level to senior management. Project scheduling and prioritization based on cost analysis, scope, and strategic priority. Coordination and presentation of User Acceptance Testing and Training materials. Deck design for presentations and updates to Senior Management. Show less

A Few Notable Project Benefits: Automated Commercial Lending Agreements – By integrating software robotics, reduced a 45 minute activity down to 15 minutes, reducing manual errors, and creating a consistent client experience. Application of this design was applied to Collateral Security Agreements, preventing a NIE spend of over $5MM to replace an end of life system. Adapted the workflow engine to become a business rules engine, feeder, and manual exception handling stream for… Show more A Few Notable Project Benefits: Automated Commercial Lending Agreements – By integrating software robotics, reduced a 45 minute activity down to 15 minutes, reducing manual errors, and creating a consistent client experience. Application of this design was applied to Collateral Security Agreements, preventing a NIE spend of over $5MM to replace an end of life system. Adapted the workflow engine to become a business rules engine, feeder, and manual exception handling stream for software robotic funds distribution and loan renewal tasks Loan Fee Reconciliation Tool – Has validated collection or reported investigation on over 5 Billion dollars in requested fees from Synergy CCRs since inception preventing revenue leakage Term Loan Renewals Workflow – Has reduced FTE required to manage the process by 15+ to date, with additional reductions planned with automation projects for document generation  Quality Assurance Engine – Has reduced NIE costs bringing the process onshore, while increasing coverage from 10% to 100% Show less

Management, Implementation, and Advice of MIS Systems for the Methodology & Standards team dealing with initial process definitions for Operational Risk Initiatives in Enterprise Operations. SME for transition of technology associated with SOX to Operational Risk.  Designed, developed, & implemented ORCAMP Utilities database solution for ORCAMP Operational Risk Assessments Enterprise-wide, to replace the need for a vendor solution, a cost avoidance of over $5MM o Design… Show more Management, Implementation, and Advice of MIS Systems for the Methodology & Standards team dealing with initial process definitions for Operational Risk Initiatives in Enterprise Operations. SME for transition of technology associated with SOX to Operational Risk.  Designed, developed, & implemented ORCAMP Utilities database solution for ORCAMP Operational Risk Assessments Enterprise-wide, to replace the need for a vendor solution, a cost avoidance of over $5MM o Design required the translation of varied business requirements and use cases from multiple stakeholders ranging from GRM, Compliance, Operational Risk, SOX Office & IAS o Build included a complex data model allowing multiple organizational hierarchies, data sharing across units, issue tracking, and executive reportingo Awarded RBC Convention for the application Business SME on Open Pages project, vetting application for use for Operational Risk Events assessors as well as Methodology and Standards teams. Included definition of business requirements for data field requirements and relationships, data models, reporting, and process workflow. Developed and executed Test plans for multiple instances of Proof of Concept testing, resulting in findings that lead to an ultimate no-buy position. Show less

Subject Matter Expert for SOX Control Evaluation & Testing requirements for the Audit Convergence Initiative, including requirements scoping for a technology solution. Management of documentation ownership & maintenance, as well as version control for Internal Summary Controls shared between the business units, assessors, and internal & external auditors. Testing and rollout of new execution tools. Template creation, maintenance and upgrades.

Evaluating, Testing and Documentation of Controls for Financial Reporting Risk as per SOX Regulatory Compliance. Detailing processes in Capital Markets, Dain Rauscher, Canadian Banking, and RBC Centura with an eye towards auditing gaps.

Entered RBC as an Agency employee, and quickly hired on as the Centre Manager’s Administrative Assistant. After standardizing and implementing centre wide processes for stationary, courier services, reporting changes, mail delivery and coordinating an office relocation; moved into a range of specialized services roles for credit administration and reconciliations making operational enhancements in each role. Developed a variety of technical tools to assist in reduction of manual work… Show more Entered RBC as an Agency employee, and quickly hired on as the Centre Manager’s Administrative Assistant. After standardizing and implementing centre wide processes for stationary, courier services, reporting changes, mail delivery and coordinating an office relocation; moved into a range of specialized services roles for credit administration and reconciliations making operational enhancements in each role. Developed a variety of technical tools to assist in reduction of manual work, resulting in a RBC Convention Award. Show less