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Finance Services
At EPM, we provide specialist finance services tailored exclusively for schools and trusts. Whether you're a single academy trust, a growing MAT or a maintained school, our Finance service - delivered by EduFin - offers the right level of support when you need it most, whether that's strategic, operational or project-based.
EduFin - Strategic Finance Leadership
Our Financial Leadership service provides high-level strategic support through interim Chief Financial Officers (CFOs) or senior finance consultants. Our partner collaborates closely with CEOs and leadership teams to develop sustainable financial strategies, enhance resource planning, and ensure alignment with DfE and ESFA expectations, transforming financial leadership capacity through strategic planning, budget forecasting, and growth modelling.
Who it’s for:
- Trusts navigating periods of significant growth or expansion
- Educational organisations undergoing financial restructuring
- Schools and trusts planning for leadership succession
- CEOs seeking strategic financial partnership
- Education settings needing to enhance financial governance
- Organisations requiring alignment between financial strategy and educational outcomes
Key Benefits
Strategic Financial Expertise
Access experienced professionals who bring both accounting acumen and education sector-specific insights, helping align financial decisions with educational priorities while ensuring compliance with regulatory expectations.
Leadership Capacity Development
Transform your organisation's financial capabilities through collaborative strategy development, sustainable planning frameworks, and ongoing decision-making support that builds internal capacity.
Flexible Executive Support
Gain the advantages of senior financial leadership without permanent staffing commitments, with options ranging from full interim CFO services to targeted consultancy for specific projects or challenges.
EduFin - Operational Finance Management
Our Finance Management service handles your essential financial responsibilities - from monthly management accounts to statutory returns and Academy Trust Handbook compliance - ensuring your operations remain both compliant and efficient.
Who it’s for:
- Schools experiencing staff absences in finance roles
- Under-resourced finance teams needing additional support
- Education settings looking to embed financial best practices
Key Benefits
Expert System Knowledge
We're proficient in all major education finance systems including PS Financials, Sage, Access, and Bromcom, allowing us to integrate seamlessly and start delivering value immediately.
Real-World Education Experience
We understand the unique pressures schools face, from tight reporting deadlines to constantly evolving regulatory requirements, and adapt our approach accordingly.
Reduced Internal Pressure
Our collaborative, solutions-focused approach provides clarity and consistency, significantly relieving the burden on your existing finance team while maintaining quality standards.
Project-Based Financial Support
When schools and trusts need specialist intervention, our short-term, project-based support delivers targeted solutions with expertise and objectivity - from financial due diligence during mergers to system implementations and budget reviews.
Who it’s for:
- Schools navigating transitions (mergers, conversions, restructuring)
- Education settings facing compliance challenges or audit requirements
- Organisations experiencing financial uncertainty or needing strategic review
Key Benefits
Sector-Specific Expertise
Each project is led by a seasoned education finance consultant with deep sector knowledge, ensuring all recommendations are practical and fully aligned with regulatory requirements.
Value-Adding Insights
Our thorough reviews frequently uncover cost-saving opportunities, operational inefficiencies, and strategic misalignments that have long-term positive impact on your organisation.
Sustainable Improvement
Even in one-off engagements, we provide a clear roadmap that your team can follow to sustain improvements after our project concludes, maximising the return on your investment.
Finance News and Resources
Keep up to date on changes and regulations with our expert guides & resources.
Payroll & Pensions
09 Jun 2025
Budget Forecast Return 2025/26 - Key updates and submission guidance for academies
