ABOUT US

Beyond Financials - VCFO

Our firm is built on the ideology of excellent and professional service to all clients. We genuinely care about our client’s financial well being.

We are financial experts based in Auckland servicing clients across New Zealand. Our team has over 30 plus years of combined commercial and charitable industry experience in a range of sectors.

Whilst we are financial experts, we know that business is more than just numbers. Our values, experience and resolve set us apart from the rest.

Our clients are the heart of what we do.

Our approach and process is driven by the need to exceed clients expectations. We make a client not a sale.

Beyond Financials is an invaluable partner to you and your business.

OUR DIFFERENCE

  • True Business Partner
  • Experience
  • Financial & Business Expertise
  • Excellent Communication
  • Personalised Service
  • Comprehensive Solutions
  • Proactive
  • Systems Agnostic
  • Tech Savvy
  • Proud Kiwi Business

WHY US?

Tony Millar

CEO / Principal Consultant

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Tony Millar

CEO / Principal Consultant

Tony has over 20 years of experience of driving value from organisational investments in IT. Tony has spent the last decade consulting and leading large complex BI projects in varied sectors throughout the UK, Europe, US and Australasia.

Along with his business knowledge in various sectors, Tony completed an MBA in 2003 researching the key variable in IT/IS success and concludes that any “IT payback” ultimately depends on the need for alignment between the IT and organisational strategy. Other qualifications include a B.Com from Canterbury (NZ), post graduate accounting (ACCA,UK) and project management (PRINCE2 accredited practitioner).

As CEO of Montage; Tony brings a passion for success along with strong leadership that ensures alignment between people, process and technology.

Duncan Turner

Practice Lead - Business Intelligence & PMO

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Duncan Turner

Practice Lead - Business Intelligence & PMO

Duncan has over 15 years of experience in the leadership of PMOs/Project Management services and Business Information analysis. He has worked in the UK and New Zealand in the Health, Local Government/Government and Construction sectors. Most recently Duncan led a business unit of over 60 Project Managers and implemented a Project Portfolio Management system and program governance in a complex operating environment.

At Montage Duncan works with our clients to help them develop sustainable strategies for improving fact based decision making. He is passionate about growing potential into results and brings strong capability in aligning people to purpose and strategic change management.

Simon Lind

Practice Lead — Montage Online

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Simon Lind

Practice Lead — Montage Online

Simon has over 15 years’ experience in delivering solutions throughout Australasia and prior to joining Montage, he worked with leading HRIS solution providers including PayGlobal, ERMLive (now Honey Software) and EmployeeConnect. Holding a Bachelor of Commerce with Honours in Human Resources and Marketing Simon is also a Microsoft Certified Professional. Having implemented tailored CRM systems using solutions such as Microsoft Dynamics, Pivotal and ACCPAC CRM, Simon has the capability to break down complex processes resulting in comprehensive data capture and increased operational efficiency.

At Montage, Simon leads the Montage Online practice delivering our own business process automation software to clients nationwide. Montage Online provides clients with a tailored solution without the need for costly development or large project teams. Simon believes it’s about understanding, not prescribing which will deliver the best solution for our clients – no preconceived ideas or perceptions!

John Saywell

CEO – RPM

John Saywell

CEO – RPM

John has worked as a business consultant for 25 years and has helped SMEs throughout Australasia to implement reporting and performance management systems. John is a regular presenter on Cloud BI best-practice drawing on his 30 years of experience both as an industry expert and consultant.

The company’s cloud-based RPM software integrates with the leading systems and is used by more than 500 customers. The RPM product won the TUANZ innovation award for best new web solution in 2006 and became part of the Montage professional services offering in 2013.

John heads the RPM practice at Montage and leads a team of software developers, consultants and support staff who assist companies to make smarter, data-driven decisions.ology.

Lee Stevens

Principal - Brighter Days

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Lee Stevens

Principal - Brighter Days

Lee founded and leads Brighter Days, helping you to create a more effective working day. Lee has over 12 years experience designing large-scale workplace productivity solutions in New Zealand and the UK. He’s worked with some of New Zealand’s largest businesses as well as global brands like Barclays, Diageo and Unilever.

Paul Brown

Managing Consultant

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Paul Brown

Managing Consultant

Having worked in the UK, Australia and New Zealand, Paul has over 20 years of experience supporting organizations with their information requirements. Prior to joining Montage in 2009, Paul was responsible for the Business Intelligence Function at a NZ District Health Board. As a Managing Consultant, Paul has a diverse role at Montage, from leading the Central Region, to Partner Management to leading and working in Project teams. Paul is passionate about ensuring BI solutions are adding real business benefits. Using Business Analytic tools like Tableau have helped Paul build the bridge between traditional business intelligence tools and the end user.

Chip Felton

Principal Consultant - Business Analytics

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Chip Felton

Principal Consultant - Business Analytics

Chip has spent the past two decades helping organisations turn data into actionable business information (BI). He has extensive experience in the health care and government sectors, including health policy and program development, program evaluation and research, health informatics, performance management, and executive leadership. Chip has Master Degrees in Computer Science and also Social Welfare. Before moving to New Zealand in 2008, Chip served as Chief Information Officer (CIO) for the New York State Office of Mental Health in the US, the agency responsible for all public funded mental health services delivered to New York’s 19 million citizens. He was responsible for all clinical and administrative information systems, led the development of a comprehensive performance management system and the supporting BI platform, and led organizational change efforts to develop an agency-wide culture of information use and data-driven decision making. At Montage, Chip is Principal Consultant in the healthcare and government sectors, and works with all clients as needed concerning dashboards and advanced analytics. Within Montage, he assesses emergent BI technologies, evaluates BI products, and conducts quality assurance to ensure that the methods and technologies used with clients are state-of-the-art best practices.

Jeff Komen

Sales & Marketing Specialist

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Jeff Komen

Sales & Marketing Specialist

Jeff has worked in a variety of technical Sales and Marketing roles before finding his niche in software and business intelligence. He has always taken a keen interest in process improvement and effective use of data to find trends and insights.

Jeff recently spent two years working in London and travelling throughout Europe. In London, he worked for Tableau Software, assisting user adoption amongst a wide variety of UK based clients who all wanted to see and understand their data, from start-ups to large corporates.

At Montage, Jeff has continued his involvement with Tableau sales and account management, whilst also supporting our other Practice products and services, Montage's marketing efforts and partner management.

Chris Middlemiss

Senior Business Intelligence Consultant

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Chris Middlemiss

Senior Business Intelligence Consultant

Chris is passionate about connecting business processes, leveraging the value of data, and helping organisations understand the building blocks that connect strategic delivery with realising everyday value from business intelligence investments.

Chris’s experience in application programming, business process analysis, business intelligence development, and goal setting have been built up over 20 years through designing, building, implementing and leading business intelligence solutions in Pharmaceuticals, Telco, Software development, Agri, & Service sector organisations. With a strong understanding of the link between strategic goal setting and tactical delivery Chris particularly enjoys working with businesses to build internal capability and partnerships that improve an organisations ability to leverage more value from their informational assets.

As a professional BI practitioner, with deep technical experience in Datawarehouse design, and Reporting & Analytic solutions, Chris has developed, built, and managed BI delivery using a range of technologies from Microsoft, Oracle, Tableau and others, and understands the value in matching the right tool to the job, and the importance of focussing on supporting people and processes first.

Holly Parfitt

Managing Consultant - PMO

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Holly Parfitt

Managing Consultant - PMO

Holly is passionate about supporting our customers in realising value from their investment in business change, whether it is ensuring they are focusing on the change that will best deliver their strategic outcomes or ensuring Projects are set up for success to deliver value. She is driven by building strong relationships and making a difference.

Holly knows what good business system implementation and change management looks like and what a Project needs to achieve successful business outcomes. She comes armed with a toolkit of approaches and takes a dynamic approach to applying best fit methods to enabling optimal change outcomes.

Holly brings extensive PPM consulting, project management and business change experience, having delivered a varied portfolio of change initiatives across a range of sectors including Education, Professional Services, Health, Transportation, Finance, Local Government, Agriculture and Utilities in both New Zealand and the UK.

Chris Robinson

Principal Consultant - Data Warehousing

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Chris Robinson

Principal Consultant - Data Warehousing

Chris has over 25 years of experience in software solutions and project leadership within industries such as Health, Manufacturing, Travel, Transport and Call Centres.

Chris has worked both in the UK and in New Zealand, since completing a Bachelor of Science (Computer Science) from Canterbury University. His experience particularly in the design and development of Data Warehouses has been in the use of Dimensional Modelling and its use in the development of Data Warehouses.

Tommy Sharp

Senior Consultant – Montage Online

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Tommy Sharp

Senior Consultant – Montage Online

Senior Consultant – Montage Online

As a Montage Online senior consultant at Montage, Tommy is passionate about delivering robust solutions for organizations who want to streamline and eliminate manual tasks such as double and triple keying of data. Tommy is also responsible for the delivery of new Montage Online product releases, creating operational efficiency for our clients. .

True Business Partner

We are what we say – ‘a True Business Partner’.

As your business partner, we promise:

·         Open and Friendly Conversations

·         Accuracy that reflects the truth

·         Empowering your managers to use information to drive growth and success

·         Transparency through all negotiations

·         Focus on realistic actions

·         Efficiency and Competence

·         Accessibility to ensure your needs are met

We pride ourselves in being respected and successful business partners and deliver outcomes with integrity and high work ethics that will be invested in your business.

Comprehensive Solutions

We manage everything from basic bookkeeping and administration to financial reporting, management reporting and analysing data to supply you with insights and assist you with strategic business decisions to ensure growth.

Our aim is to:

  • Free you up to focus on your business and offers you convenience
  • Assure you that your data (financial and non-financial) are being interpreted and presented accurately
  • Be you one stop shop for anything business related
  • Be your trusted advisor

Expertise & Excellent Service

We have years of experience building relationships based on good communication and excellent service in various business functions e.g. Commercial, Marketing, IT, HR, Finance and Non-profit organisations.

Our communication is:

·         Easy to understand

·         Courteous and friendly

·         Sometimes challenging, yet constructive

·         Honest and open

·         Involved and proactive

·         Delivering high levels of expertise

·         Placing your business growth at the heart of it all

 

Our service values are Endurance, Passion, Determination and the Desire to Improve..

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