Function Six

Our combined finance and technology expertise help our customers perform at their very best by enabling them to make sense of their enterprise and financial data.

Function Six was born out of a desire to provide the highest quality of EPM / CPM consultancy services to the market. Established and run by six partners, we have over a century of collective experience in finance technology and transformation projects across a multitude of industries and financial sectors, most notably within the Insurance sector.

Consultant (/kənˈsʌlt(ə)nt/) noun:

A consultant provides clients access to deeper levels of expertise than would otherwise be feasible for the client to retain in-house on a long-term basis.

Our ethos is to maintain the current experience ‘mean’ within Function Six. This means that we employ only the most seasoned professionals – those who understand the very fundamentals of business, change and software development life cycle. Where other consultancies steer professional development towards senior management, these roles are often geared toward business development and sales. In this regard we are truly different; we nurture professional development within the specific topical areas of EPM / CPM system selection, implementation and reconfiguration.

We do not seek to sell – for this we rely only on our reputation. Rather, we seek to deliver.

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Our Services

Working as a boutique consultancy, we have one very simple objective: To deliver a fit-for-purpose EPM / CPM solution, on time and within budget.

Financial Consolidation

From the collection of data from disparate sources through to insightful management reporting and timely financial reporting, Function Six can help deliver a Financial Consolidation system that adds value to and streamlines the financial close process.

Financial Planning

Function Six can help maximise the return on investment in Financial Planning applications. Let us work with you to design and deploy applications that are rich in capability and key to effective reporting and analysis.

Regulatory Reporting

In an ever-expanding world of regulatory reporting, Function Six can help your organisation produce accurate, compliant and timely submissions and stay aligned with changes in regulatory requirements.

Key People

Leading enterprises are evolving into lean, tech-savvy, optimized operations, demanding work processes be better, stronger, and faster.

With over 25 years’ experience in finance systems across multiple industries, Carl has a proven track record in successful systems design and implementation supported by high-quality development work. For the past decade and more, Carl has been working as a consultant for Consolidation and Solvency II Pillar 3 projects, providing services such as system design and development; data integration and migration; system administration and governance; end-user support and training.
Carl Waller


Mark started his career developing software for financial institutions and later joined Tagetik as a CPM consultant where he became a product specialist and led the delivery of their Lloyds Quarterly Market Returns solution. After gaining valuable experience as an independent contractor delivering Consolidation, Regulatory Reporting and Planning solutions, he is now an expert that finance professionals turn to for technical advice and fundamental design decisions.
Mark Bird


Jon has over 20 years’ experience across a variety of Finance Transformation projects. He has broad technical skills including CPM solution design and development. Jon also has a firm background in Finance Analysis, Process Improvement and Solvency II Reporting (including Lloyd’s Solvency Reporting). He is of the highest pedigree of financial modeler and VBA coder and a renowned and revered member of the Microsoft Excel community.
Jon Von Der Heyden


A qualified accountant trained within the Big 4, Graham has over 20 years’ experience in a variety of business and project roles. In recent years Graham has been leading or delivering Consolidation and Financial Planning projects for industry titans. Prior to this Graham held business positions such as Group Financial Controller, Finance Director and Group Head of Reporting for global, billion-pound organisations, both listed and private.
Graham Pattison


Kai is an experienced Application Consultant and exceptional CPM architect. He is an Oracle HFM Certified Implementation Specialist and a former Tagetik CPM consultant. Kai also has considerable Solvency II Pillar 3 application implementation experience having held the Tagetik UK position of Solvency II Lead. Kai’s technical skills extend well beyond Tagetik and HFM, and he has spent his entire career on the project frontlines.
Kai Engel


Kate is a financial projects and systems professional with an accounting background. She has over 20 years’ direct experience in the ERP/EPM arena and has worked with a wide range of products. Kate has been responsible since the mid-1990s for developing and managing numerous large-scale projects which included facilitating finance transformation. These projects have brought tangible benefits to various organisations by enhancing their financial, management and regulatory reporting, and strategic decision-making process.
Kate Forbes

Associate Director

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Get in touch with us and discover how we deliver your products. We build client relationships on trust. We openly share all of our work methods and the rules we rely on.