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8 Questions With An SRMA; Meet Caroline

8 Questions with a School Resource Management Advisor


  1. What is your name, location and professional background?


My name is Caroline Day, I am based in Lincolnshire and have an Accountancy and School Business professional background. I have covered a number of school-based roles including Clerk to Governor, Company Secretary, Bursar and CFO.


  1. Where did you earn your School Resource Management Advisor (SRMA) accreditation?

I earned my SRMA accreditation through EPI during the spring of 2019.


  1. How long have you worked in business management?


I have worked in a variety of business environments from large multinational corporations, where I honed my financial skills while achieving my AAT qualifications. In 2008 I set up my own Accountancy Business. I have worked in schools since 2005 working first as a Local Authority Clerk, as Company Secretary of a SAT and CFO Company Secretaries in two MAT’s.


  1. What is the most rewarding part of being an SRMA & what do you find most challenging?


I really enjoy supporting schools to make changes and support them with the challenges they face. I find it really rewarding watching SLT and Governors understanding develop during a deployment. I ensure that everything is clearly explained so that they can make the most of the time they invested in the deployment, upskilling them where necessary to ensure cost efficiencies identified can be used to improve outcomes for pupils. The most challenging part of any deployment is to ensure accuracy of the data. As we know finance and staffing is constantly changing and data provided at the start of a deployment is not always consistent as we move through the deployment.


  1. Why did you decide to transition from school business employment to SRMA consulting?


In 2020 I decided that I wanted the flexibility to support schools so that I could have an impact on the future for a greater number of pupils.


  1. What has been the most rewarding experience working with EPI?


It has definitely been a rewarding experience working with EPI. We work well as a team and continue to develop ideas and strategies to support schools.


  1. What skills have you gained whilst being an SMRA?


I have gained more technical skills using a variety of different software in order to analyse data more effectively. I have also further developed my own analytical skills when reviewing a number of different data sources to ensure the correct conclusion is reached in the final report.

  1. What advice would you offer a current School Business professional?


Always attend every training opportunity available to ensure that you are up to date with changes as the Education world is very fast moving.