Peer counsel for MAT CFOs

Steady the books. Steady yourself.

Coaching, mentoring and training for trust finance leaders — delivered by someone still doing the job.

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Who this is for

The finance leader carrying it alone

01

New to the seat

First MAT CFO role, or first consolidation — and no one in the building has done it before.

02

Growing fast

A trust taking on schools quicker than the finance function can scale around it.

03

Holding the line

Experienced, but stretched — and wanting a peer to think out loud with.

What we do

Three ways to work together. All confidential, all grounded in the realities of trust leadership.

01

Coaching

Confidential, regular sessions for the CFO carrying the whole finance function. We work on whatever is live — board papers, ESFA returns, restructures, or the conversation you can't have with anyone else.

1:1Ongoing
02

Mentoring

A sounding board between board meetings. Sector-current perspective from someone who is still in the chair, not reflecting on it from a distance.

MonthlyRemote
03

Training

Practical finance and operational training for the people around you — so the knowledge lives in the team, not just the spreadsheet.

TeamBespoke
Why Trust Balance

From inside the sector

Led by a serving MAT Chief Finance Officer and chartered accountant — combining current sector insight with strong commercial experience. Practical, credible, grounded in the job as it is now.

RoleServing MAT CFO
QualificationChartered accountant
InsightSector-current
ApproachConfidential, 1:1

Finally, someone who has sat in my chair — and gets the call right.

MAT CFO · 11-school trust

Let's talk it through

A first conversation is free and confidential. No pitch, no obligation — just two finance leaders working out whether this helps.

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