Finance Planning – Supporting Budget Recovery

21/05/2025

Theme: Financial EfficiencyOperational Improvement
Lead brands: School Business Services

The Challenge

Amid falling rolls and rising costs, a group of secondary schools needed support to bring budgets back to balance. Existing forecasting tools and processes lacked the granularity and support required.

The Solution

SEG provided a combination of finance software and consultancy to improve forecasting, identify savings, and support recovery plans over three years.

The Results

95% improvement to average in-year balance
Consistent cost reductions without compromising pupil-facing services
Better leadership confidence in long-term planning

In Their Words

"Our deficit has been halved. We’re in a much stronger place now and can plan with confidence."
- School Business Manager, Secondary School in the North West

Learn more about how we can help

Speak to our expert team and discover how we can work together to deliver the greatest impact on education.