Call us for any question

01642 049016

Call us for any question

01642 049016

Strategic Financial & Operationl Support Services

OUR CORE SUPPORT

This service is designed to work in partnership with the School Business Manager, Local Authority Bursar Team, and senior leaders, ensuring full alignment with the ISBL Professional Standards and ISBL Operational Excellence Framework.

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    Strategic financial planning & Management

    • Integrated, Trust-wide multi-year financial planning, and collaborative budget planning with school business managers, bursars, and headteachers

    • Medium and long-term financial modelling to support school improvement, including scenario planning and financial impact assessments for strategic decisions and strategic use of public and private funds, ensuring sustainability
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    Strategic financial planning & Management

    • Reporting and financial performance monitoring to support Governing Body oversight

    • Support for CFOs and finance teams in reserves, income, and expenditure forecasting

    • Financial governance and reporting, aligned with DfE guidance and the Academy Trust Handbook

    • Support for funding applications, capital bids, and project forecasting
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    Smart finance solutions for your MAT

    Whether you need support with budget planning and submissions or interim cover and strategic planning, we offer tailored support to suit your needs - so you can focus on educational excellence and pupil care.

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    Let's work together

    No matter if you are a CEO, Head Teacher or Business manager, Puzzle Edcation Ltd offers services that meet your needs.

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