Henrique Costa - Business Intelligence & Data Analytics Consultant
Henrique Alvares Costa
Executive Financial & Data Partner

One Financial Truth.
Zero Manual Work.

I design automated financial intelligence systems that eliminate manual work and provide auditable clarity for C-level decision-making. While most teams spend the majority of their time reconciling fragmented databases, I build automated, end to end Business Intelligence systems that provide a single, auditable source of truth for Investor Relations and C-Suite decision-making.

Focus areas:

Financial SSOT Architecture - Single Source of Truth FP&A Financial Modelling Data Engineering Executive Reporting BI Migration Data Science & Machine Learning
Design My Financial Architecture Cases & Impact ↓

Who I am & how I work

I'm an Executive Financial & Data Business Partner, focusing on bridging technical complexity and financial & business performance

Experienced in international and multi-country environments (Latin America and Europe), supporting decision-making across finance and data domains.

I founded my consultancy on a simple observation: most data projects fail because they lack business context. Finance and business teams struggle with manual exports, while IT builds databases that business users can't use.

I excel at building this bridge. My background combines a Master's in Management with 10+ years of deep technical execution. I specialize in turning "Data Chaos" into "Board-Ready Clarity", while ensuring your internal metrics always align with your official financial standards.

What differentiates my work is the ability to operate at the intersection of business, data and storytelling. I focus on creating technical analytical structures that are easy to interpret and communicate at an executive level. By combining data rigor with clear narrative and context, I help organisations push beyond reporting, towards decisions that are informed, confident and aligned with business reality.

In my projects, I start by understanding the business before building any solution. I work closely with stakeholders to clarify context, challenges and constraints, and defining business outputs and acceptance criterias. Rather than delivering generic dashboards, I design tailored solutions aligned with each organisation's reality and strategic goals, ensuring that insights are accurate, meaningful and actionable in real business contexts.

If this approach aligns with your needs, I'd be happy to help.

Discuss your context ↗

How can I help you

01 • Business Intelligence Transformation & Migration

Transforming fragmented BI setups into trusted, decision-ready intelligence.

I help organisations rethink their BI layer so data supports real executive and operational decisions, instead of simply reporting.

What this includes
  • Assessment of existing BI setup and decision gaps
  • Redesign of KPIs and metric definitions
  • BI migrations with dashboard and data model redesign
  • Harmonisation across teams, countries or business units
  • Improved BI reliability, performance and governance
  • Executive dashboards focused on steering
Best fit when BI is not trusted, inconsistent or hard to use.

02 • End-to-End Business Intelligence Projects

Designing complete Business Intelligence solutions from the scratch.

I lead BI projects end to end, from business understanding, data modelling, ETL and automation to executive dashboards that are actually used to steer the organisation.

What this includes
  • Business understanding and decision mapping
  • Definition of KPIs, metrics and analytical logic
  • Data modelling aligned with business reality
  • Design of executive and operational dashboards
  • Iterative delivery with stakeholder feedback
  • Documentation and handover for long-term usage
Best fit when BI needs to be built properly from scratch or rethought end to end.

03 • End-to-End Data Analysis & Business Analysis

Structured analysis to answer concrete business questions.

I support organisations in turning data into insights that explain why things happen and what should be done next, instead of simply saying what happened.

What this includes
  • Framing of business questions and hypotheses
  • Exploratory and diagnostic data analysis
  • Root-cause and driver analysis
  • Ad-hoc and deep-dive analyses for specific decisions
  • Business analysis to support product, pricing or strategy
  • Clear synthesis of insights and recommendations
Best fit when decisions require deeper analysis beyond standard dashboards.

04 • CRM, Marketing Analytics & Retention Strategy

Turning customer and campaign data into measurable growth.

I help organisations move beyond isolated campaigns and dashboards, building data-driven CRM and retention strategies focused on lifetime value, engagement and long-term performance.

What this includes
  • CRM data structuring and customer segmentation
  • Campaign performance analysis and attribution
  • Retention, churn and lifetime value (LTV) analysis
  • Design of data-driven retention and engagement strategies
  • Marketing funnel and cohort analysis
  • Executive-level reporting for marketing and growth decisions
Best fit when marketing data exists, but decisions are still driven by intuition rather than insights.

05 • Executive Reporting & Decision Support

Supporting leadership teams with clear, structured and decision-oriented reporting.

I help executives move from complex data to focused insights that support strategic, financial and operational decisions, instead of generic, and simple dashboards.

What this includes
  • Design of executive and C-level reports (monthly, quarterly and ad-hoc)
  • Board-ready dashboards and management presentations
  • Financial, operational and performance steering views
  • KPI storytelling and variance analysis
  • Clear synthesis of insights, risks and trade-offs
  • Alignment between data, business context and decision agenda
  • Support for leadership reviews, steering committees and investor reporting
Best fit when executives need clarity and confidence to steer the business — not more data.

06 • Data Science & Advanced Analytics

Moving beyond descriptive reporting into predictive and advanced analytics.

I help organisations design analytical models that are pragmatic, interpretable and directly linked to business decisions, rather than experiments disconnected from reality.

What this includes
  • Customer segmentation and clustering
  • Propensity, probability and scoring models
  • Predictive analysis to support product or marketing decisions
  • Identification of drivers, patterns and risk factors
  • Design and interpretation of analytical experiments
  • Analytical support for AI-driven and data-powered products
Best fit when the goal is to move beyond dashboards into predictive insights, while keeping models explainable and tied to real business decisions.
Get in touch ↗

Companies I've worked with

Experience across large, complex organisations in Europe and Brazil, supporting finance, data, product and marketing teams.

Europe
Mobility · E-commerce · Insurance · Telecommunications · Technology
Brazil
Education · Beverages · Durable Consumer Goods

Roles include a mix of in-house leadership positions and strategic project-based engagements.

Business Cases & Impact

Due to confidentiality constraints, live dashboards and client data cannot be shared publicly. The cases below are anonymised examples illustrating real business challenges and outcomes. Detailed walk-throughs can be shared privately.

Global • Multi-country • Financial BI

End-to-End Business Intelligence & Executive Decision Support

Context

Global organisation operating with highly fragmented financial and operational data, limiting the ability to steer profitability and explain performance consistently.

Business challenge

Executive leadership lacked a single, trusted and auditable view of profitability at the most granular level, making monthly performance explanations slow, manual and often inconsistent.

What I did
  • Consolidated more than 30 heterogeneous data sources into a single, automated financial database
  • Designed allocation logic to distribute over 560 cost elements down to the most granular level
  • Built a global single source of truth supporting financial data at scale
  • Delivered executive BI dashboards consumed by C-level and Vice Presidents
  • Provided recurring P&L analysis and decision support for executive and board-level discussions
Impact
  • Established a single source of truth for global financial information
  • Reduced monthly reporting and analysis cycles from nearly one week to around one hour

Capabilities: End-to-End Business Intelligence · Data & Business Analysis · Executive Reporting

GLOBAL • MULTI-COUNTRY • BI & DATA TRANSFORMATION

Business Intelligence & Data Platform Migration

Context

A complex BI landscape built over time using multiple tools (QlikView, Power BI and Tableau) on top of an on-premise Oracle database. The setup had become costly to maintain, hard to scale and increasingly complex to evolve alongside business needs.

Business challenge

The organisation needed to modernise its BI and data stack without disrupting existing reporting and decision processes. This required migrating both the underlying database and BI layer while preserving metric consistency, business logic and user trust.

What I did
  • Led the migration from Oracle to AWS Athena as the new analytical database
  • Identified, mapped and validated equivalent tables and structures in the new ecosystem
  • Rewrote SQL logic, transformations and calculations to align with the new data models
  • Migrated dashboards from QlikView, Power BI and Tableau to Amazon QuickSight
  • Validated results with business stakeholders to ensure continuity and accuracy
  • Delivered production-ready reports with minimal disruption to executive and operational users
Impact
  • Migrated legacy BI and database infrastructure to a scalable cloud-native platform
  • Reduced dependency on legacy systems while improving performance and maintainability

Capabilities: BI & Data Platform Migration · Legacy Modernisation · Cloud Analytics Enablement

MULTI-COUNTRY • CRM • MARKETING ANALYTICS

CRM, Marketing Analytics & Retention Strategy

Context

A large digital company operating across multiple European markets, running high-volume lifecycle and performance marketing campaigns across email, mobile and messaging channels. CRM execution and analysis were supported by a legacy in-house tool with limited scalability, automation and analytical depth.

Business challenge

The organisation needed to scale its CRM and lifecycle marketing efforts across multiple countries while improving measurement, reliability and revenue attribution. This required migrating from a custom-built tool to a modern CRM platform without losing campaign logic, historical performance visibility or business continuity.

What I did
  • Owned end-to-end CRM and marketing analytics activities across multiple markets (Portugal, Romania and Bulgaria)
  • Led the migration from an in-house CRM solution to Braze, including campaign logic, data preparation and validation
  • Rebuilt and operationalised all existing campaigns in the new platform
  • Designed, executed and analysed over 250 lifecycle and performance campaigns across email, WhatsApp, iOS and Android
  • Structured campaign data to enable performance tracking, revenue attribution and optimisation
  • Partnered with marketing and business stakeholders to translate campaign data into actionable insights
Impact
  • Executed and analysed over 100 million customer communications, generating approximately €3M in attributed revenue
  • Enabled scalable, multi-country CRM operations with improved reliability, measurement and optimisation

Capabilities: CRM & Marketing Analytics · Retention Strategy · Campaign Performance & Attribution

DATA SCIENCE & ADVANCED ANALYTICS

Data Science & Advanced Analytics for Commercial Performance

Context

A large organisation operating at scale, running complex Marketing and Commercial operations for customer acquisition and retention. Commercial planning and discount strategies were mostly based on manual assumptions and uniform offers, with limited analytical grounding and little differentiation across different lead profiles.

Business challenge

Sales targets defined using subjective Excel estimates, leading to easily achievable goals and limited strategic insight. At the same time, a single discount policy was applied to all leads, regardless of their characteristics, resulting in inefficient incentive allocation and margin leakage.

What I did
  • Designed and implemented a linear regression model to define realistic and data based targets across sales channels
  • Replaced manual Excel-based planning with statistically grounded forecasting models
  • Built a logistic regression and predictive conversion model for our leads database
  • Scored leads by probability of conversion, segmenting them into groups
  • Designed personalised discount and incentive strategies based on each of the groups
Impact
  • Established data-driven commercial planning, replacing subjective target calculation with analytical forecasting
  • Generated approximately $1.5M in savings over two years, through personalised discount strategies

Capabilities: Data Science & Advanced Analytics · Predictive Modelling · Commercial Forecasting · Pricing & Incentive Optimisation · CRM Analytics

Stop debating the data. Start steering the business.

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