Clarendon Partners, LLC

We’re honored to be recognized by the Moxie Awards and extend our congratulations to all the incredible winning firms! We enjoyed connecting with fellow businesses in our community who exemplify grit, resilience, and, of course, true moxie. Here’s to driving bold ideas forward together! Moxie Award #MoxieAwards #Community #BoldBusiness #Innovation

Unlocking the Potential of FP&A: Insights from the Latest PwC Report In today’s rapidly evolving business landscape, CFOs are placing increased emphasis on Financial Planning & Analysis (FP&A) as a key driver of business transformation. According to PwC’s recent survey, 58% of CFOs have intensified their focus on FP&A over the past year. Our latest article explores the crucial role FP&A plays in shaping strategic financial decisions and driving organizational success. We delve into: *The Expanding Role of FP&A: How it transforms businesses and enhances performance. *Technology and AI: Strategies for leveraging tech to optimize FP&A functions. *C-Suite Collaboration: The importance of aligning financial strategies with broader business goals. *Talent Development: Prioritizing skilled teams to navigate today’s challenges. Discover how these insights can help your organization harness the full potential of FP&A to drive better decision-making and strategic alignment. Read our latest article to learn more about the article and strengthen your finance capabilities for future growth. https://lnkd.in/gRihj9nT #Finance #FPA #CFO #BusinessTransformation #Technology #AI #Leadership

We had a great time on a picture-perfect Friday at the FALS Bar during the Head Of The Charles Regatta in Boston! It’s always refreshing and energizing to connect with our amazing colleagues who came out to join us and cheer on the rowers. 

Financial institutions are often hesitant to fully leverage AI, fearing the implementation of necessary controls will hinder their ability to innovate. But what if those very controls could enable greater innovation and transformation?   Be on the lookout for our upcoming article “AI Controls in Financial Services: Strategic Guardrails for Innovation” that will dive deeper into the strategic approach to AI governance and controls. As outlined in our recent post on AI Governance Considerations for AI Deployers, AI Governance Considerations for AI Deployers (https://lnkd.in/gHSVd4tm), evolving existing risk management frameworks to the unique challenges of AI is required to maintain robust oversight while unleashing the efficiencies, personalization, and data-driven decision-making that AI offers. In our upcoming article, we’ll address how leading financial institutions are transforming AI controls from mere compliance measures into strategic enablers of innovation.   Why You Should Care: *Unlock AI’s Full Potential: Learn how to harness AI for efficiency, customer satisfaction, and data-driven decisions while managing risks effectively. *Stay Ahead of the Curve: Understand the latest trends in AI risk management, including bias mitigation, explainability, and dynamic monitoring. *Leverage Cutting-Edge Technology: See how advanced GRC platforms can automate and scale your AI governance processes. *Collaborate for Success: Find out how cross-functional AI governance committees can ensure comprehensive oversight and drive responsible innovation.   Contact us at evolve@clarendonptrs.com to join the waitlist to be part of the conversation on the future of AI in financial services.

As we mark Clarendon Partners' 11th anniversary, we're reflecting on the incredible journey we've shared with our clients, partners, and team members. From risk management to operational performance and strategic consulting, we've dedicated over a decade to delivering innovative solutions that drive growth and resilience. Thank you to everyone who has been part of our success. We're excited to continue helping businesses tackle challenges and seize opportunities in the years ahead. Here's to the future—together! #Anniversary #StrategicConsulting #RiskManagement #OperationalPerformance #Teamwork #Growth

As mortgage rates drop and originations rise, ensuring loan quality is more critical than ever. With forecasts predicting $2.16 trillion in mortgage originations by 2025, lenders must prepare their QA and QC programs to minimize repurchase risks and meet GSE guidelines. Clarendon Partners offers comprehensive assessments and tailored solutions to enhance loan quality, streamline processes, and ensure compliance. Let us help you optimize your QA/QC programs and improve operational efficiency. Learn more by reading our latest article: https://lnkd.in/gU-VD3yX #MortgageLending #QualityAssurance #QualityControl #LoanOrigination #Compliance #OperationalExcellence

Managing Change? Clarendon Partners provides flexible, scalable support to help your organization navigate change, from deploying a single high-performing project manager to establishing an AI-supported PMO that drives transformation.    Flexible Support Tailored to Your Needs We recognize that every organization and project is unique. For high-priority initiatives, we deploy a single high-performing project manager who has deep experience in leading teams, overcoming complex challenges, and ensuring seamless project execution. By leveraging AI-powered tools to automate routine tasks, this individual can focus on higher-level analysis, stakeholder alignment, and driving impactful change with precision.    Scaling Up with an AI-Supported PMO As your needs grow, so can our approach. When initiatives become more complex, we can scale to establish a Project Management Office (PMO). Our AI-supported PMO takes care of time-consuming, repetitive tasks—such as status updates, data collection, and reporting—at accelerated pace, freeing the team to concentrate on strategic oversight, risk management, and delivering transformation. This streamlined approach empowers your organization to respond quickly and effectively to change, while maintaining a focus on continuous improvement. Whether you're navigating technological shifts, organizational changes, regulatory challenges, or innovation, Clarendon Partners tailors AI-enhanced solutions that let you focus on what matters most: driving lasting change. Reach out to us at evolve@clarendonptrs.com to learn more. #ChangeManagement #ProjectManagement #BusinessTransformation

Join the Clarendon Partners team and use your business consulting experience across a variety of clients and industries. Clarendon Partners is an operations consultancy focused on reducing risk and improving strategic results for our customers. Our team leverages their extensive industry knowledge to help our clients evolve their operations. We engage at both the enterprise level and on a more targeted business line or functional level. Rather than blindly following a formulaic methodology, we carefully tailor our approach to each engagement to ensure the best outcomes for our clients. If you’re looking for a career that’s also a lot of fun, let’s talk! LEARN MORE & APPLY > https://lnkd.in/eiuuJZ9z #ClarendonPartners #Career #JoinOurTeam #Hiring #Consulting

CFOs today face unprecedented challenges. Navigating evolving technologies, managing global financial uncertainty, and meeting enterprise goals require more than just traditional financial oversight. At Clarendon Partners, we offer FP&A as a Service to help you achieve growth, resilience, and profitability. How we help: - Enterprise Performance Management (EPM) Implementation & Optimization: Maximize the impact of your EPM systems for better decision-making and operational efficiency. - Strategic Financial Planning: Build dynamic, forward-looking budgets and forecasts to stay ahead of market trends and seize opportunities. - Fractional FP&A Support: Access expert financial planning and analysis when you need it most—whether it’s for interim support or strategic initiatives during critical periods. - Cash Flow Management: Enhance liquidity and secure funding with tailored solutions designed for both for-profits and nonprofits. Curious how Clarendon Partners has already made a difference? We’ve helped a SaaS client secure new funding with a 5-year strategic plan, empowered 90 budget managers at a non-profit with EPM implementation, and optimized financial consolidation for a multi-entity business. Let’s talk about how we can help your organization meet today’s challenges and unlock its full potential. Learn more: https://lnkd.in/gseaq7pK

A well-devised game plan is crucial for success, whether on the field or in risk management. Just as sports teams leverage their strengths through strategic plays, financial institutions must implement collaborative strategies for effective 1LOD optimization. Key strategies include: - Building a Unified Data and Reporting Strategy: Implementing a standardized PRC Taxonomy for better risk data aggregation. - Leveraging Technology: Utilizing AI and machine learning to enhance risk monitoring and predictions. - Breaking Down Silos: Promoting cross-functional collaboration through risk pods and rotation programs. - Cultivating a Unified Risk Culture: Ensuring all team members share a common understanding of risk priorities. Learn how these strategies can drive your team towards peak performance: https://lnkd.in/dVxUqAth #RiskManagement #DataStrategy #Technology #Collaboration #FinancialServices