Clarendon Partners, LLC

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

AI Governance: Navigating Compliance in a Rapidly Evolving Landscape As AI continues to revolutionize industries, organizations must address the growing regulatory and governance challenges. With frameworks like the EU AI Act and Colorado's AI regulations taking effect, businesses deploying AI need robust governance strategies to ensure compliance, transparency, and fairness. In our latest article, we explore key governance considerations for AI deployers, including risk management, data privacy, bias mitigation, and accountability frameworks. Learn how these measures can help you navigate this evolving landscape and position your business for long-term success. Read the full article: https://lnkd.in/gHSVd4tm #AI #AIGovernance #RiskManagement #Compliance #AIRegulation #DataPrivacy #Automation

Reflecting on this summer's Olympic Games, it's clear that continuous skill refinement is crucial for success. This principle applies to optimizing the First Line of Defense (#1LOD) in financial institutions. To stay effective, 1LOD teams must focus on upskilling in areas like data analytics, emerging risk identification, advanced technology utilization, cross-functional collaboration, and regulatory compliance. Learn about these key areas and how ongoing development can enhance your team's risk management capabilities. Read more: https://lnkd.in/dVxUqAth #Upskilling #DataAnalytics #RiskIdentification #Technology #FinancialServices #Compliance

Clarendon Partners can unlock trapped innovation investment dollars by optimizing business processes, modernizing and stabilizing strategies around data and leveraging automation and AI, enabling organizations to redirect resources towards growth and innovation. Often, companies invest heavily in innovation but struggle to see the returns due to inefficiencies in their existing operations. By implementing advanced automation and AI solutions, Clarendon Partners can streamline these processes, eliminating bottlenecks and reducing operational costs. This optimization not only frees up capital but also accelerates the speed at which innovations can be brought to market, maximizing the impact of every dollar invested. Furthermore, Clarendon Partners' approach leverages data-driven insights to identify areas where automation and AI can have the most significant effect. Whether it’s through automating routine tasks, improving decision-making with AI-driven analytics, or optimizing complex financial operations processes, the firm ensures that the investments in innovation are not bogged down by outdated or inefficient practices. This allows companies to focus on strategic initiatives, fostering a culture of continuous innovation and enabling them to stay competitive in a rapidly evolving market. Ultimately, by partnering with Clarendon Partners, organizations can unlock the full potential of their innovation investments. The firm's expertise in process optimization through automation and AI, and organizational readiness for change means that businesses can achieve more with less, driving both efficiency and growth. This results in a more agile and resilient organization, capable of adapting to changes in the market while continuously innovating and delivering value to customers. Start optimizing for innovation success with Clarendon Partners. Contact us at [email protected] to learn how. #strategicdelivery #strategicoperations #organizationalreadiness #clarendonpartners

As rapid advances in technology and AI continue to disrupt and present unprecedented opportunities for asset management operations, industry leaders are not deciding “if” to transform, but “how” to transform their business to further enable their front office and optimize their supporting middle-to-back-office functions. One option is to modernize technology by migrating to the latest, best-in-class investment technology (frequently cloud-based systems). A second option is to move legacy middle and/or back-office operations and technology to an outsource provider.  Which choice is best – should the middle office stay, or should it go? If you need help choosing the best option for your organization contact us at [email protected] to discuss how we can help. #AssetManagement #DigitalTransformation #ArtificialIntelligence #TechnologyInnovation

At Clarendon Partners, we honor the dedication and hard work that drive progress every day. This Labor Day, we celebrate the spirit of collaboration and resilience that powers our teams and our partners. Wishing everyone a restful and rewarding Labor Day. Your contributions make a difference—today and every day!

FinCEN has issued a final rule to expand AML, KYC, and SAR programs to non-financed real estate transactions and certain investment advisers.   Key Changes: ·      Real Estate (Effective December 1, 2025): At least one party must report non-financed transactions or transfers to legal entities or trusts. ·      Investment Advisers (Effective January 1, 2026): Certain advisers must implement AML/KYC programs and report suspicious activities.   Stay informed and ensure compliance by understanding the new requirements outlined in our latest blog post: https://lnkd.in/gyr_8YiE #AML #KYC #SAR #Compliance #FinCEN #RealEstate #InvestmentAdvisers

Change management is often met with skepticism, especially when outcomes fall short of expectations. But what if there was a more scientific approach to navigating major transitions, like implementing a new system or operating model? Traditional methods rely on anecdotal evidence and best practices, but to truly succeed, we need to apply a systematic, evidence-based approach—just like in medicine. By defining clear objectives, fostering a culture of adoption, and maintaining ongoing evaluation, leaders can flip the odds on implementation success. Ready to dive deeper into how you can achieve full value from your change initiatives? Check out the final article in our three part series exploring key strategies and questions that will guide your organization to success: https://lnkd.in/dFxyREdi #ChangeManagement #Leadership #Innovation #ImplementationScience #BusinessTransformation #ContinuousImprovement