Future-proofing budgets, one term at a time.

Education Finance Consulting

With all of the data that students generate whilst in higher education, you’d think that it would make financial planning easy, but that is far from the truth of the matter. That’s where we come in. We can help you make a solid financial plan, so you have the insights you need to maintain good financial health.

Make a plan How we consult

Common Issues

From planning for next year’s students, to budgeting at the correct level, we know doing a financial plan for education can be challenging.

Student Number Planning

Accurately predicting student enrolment numbers can be a struggle, but, failing to do so impacts budgeting, resource allocation and staffing. Without clear numbers, these projections can lead to institutions risking under-resourcing key areas or overcommitting to budgets they can’t sustain.

Budgeting at the Correct Level

Allocating funds between the different departmental and institutional levels, whilst aligning with the overarching goals of the organisation is challenging. Misallocating these funds or having a lack of detail can lead to inefficiencies, with some areas overfunded and others underfunded.

Funding and Compliance Reporting

Between the strict funding and compliance reporting requirements, as well as juggling restricted and unrestricted funds, coming up with a financial strategy for the institution is challenging. Mismanaging it can lead to compliance issues, a poor financial position or missed opportunities to maximise the impact.

How we fix them

Student Number Planning

By integrating data from historic enrolment trends, demographic statistics and application pipelines into IBM Planning Analytics, we can help you develop robust models. We can help you streamline your forecasting and actually anticipate changes in the student numbers, so you can spend more time allocating resources and planning for future investments based on accurate numbers.

Budgeting at the Correct Level

Using IBM Planning Analytics, we can break down budgets to the granular level, building detailed, multi-level budgeting models that can allocate resources across departments without losing sight of the overarching goal. We help you adapt to your specific needs, ensuring that every penny is accounted for and every program gets the support it needs.

Funding and Compliance Reporting

Using IBM Planning Analytics, we can help you track, separate, and optimise restricted and unrestricted funds. We can automate your compliance checks and provide detailed reports that can be highly customised, you can maintain transparency and adhere to regulations, whilst minimising manual errors.