Henrique Costa - Financial Intelligence & Data Partner
Henrique Alvares Costa
Financial Intelligence & Data Partner

One Financial Truth.
Zero Manual Work.

I help scale-ups turn fragmented financial data into investor-ready clarity. Through a blend of Fractional CFO support, FP&A automation and Financial BI architecture, Costa Data Consulting builds the operating layer founders, CFOs and boards need to track runway, profitability, unit economics and performance with confidence.

Best fit for:

Series A / B Scale-Ups Post-Funding Finance Cleanup Fractional CFO Support via Partner Board & Investor Reporting FP&A Automation Financial SSOT Architecture Runway, Burn & Unit Economics
Build My Finance Operating System Cases & Impact ↓

Who I am & how I work

A finance-and-data partner for scale-ups that have outgrown spreadsheet-based decision-making.

Costa Data Consulting was created for companies in the uncomfortable middle: large enough to need proper financial control, automated reporting and board-level clarity, but not yet large enough to justify a full internal finance transformation department.

My work sits at the intersection of Strategic Finance, Financial BI and Data Architecture. I help founders, CFOs and leadership teams move from scattered exports, inconsistent KPIs and manual reconciliation to a trusted financial operating system that supports real decisions.

I bring 10+ years of experience across Europe and Latin America, combining a Master's in Management with deep technical execution in SQL, BI, data modelling, automation and executive reporting. This is strengthened by a finance partnership with CFA Level III expertise, enabling engagements that combine financial judgement with scalable data infrastructure.

The goal is not to create more dashboards. The goal is to make the company easier to steer: clearer runway, cleaner profitability views, reliable unit economics, faster month-end narratives, stronger investor communication and fewer decisions based on intuition alone.

Every engagement starts with business context: what the board needs to know, what the leadership team is trying to control, which KPIs actually matter, and where manual work is creating risk. Only then do we design the finance processes, data model and reporting layer required to make those decisions repeatable.

If your finance data is growing faster than your operating model, this is where I can help.

Discuss your context ↗

How can I help you

Engagements are designed for scale-ups that need financial control, investor confidence and automated visibility before the finance function becomes too complex to manage manually.

01 • Financial Intelligence Architecture

One financial source of truth for companies tired of debating numbers every month.

I design automated financial data models that connect accounting, operational and commercial data into a trusted reporting layer.

What this includes
  • Financial SSOT design and KPI governance
  • Integration of finance, operations and commercial data
  • Automated data pipelines, validation rules and reconciliation logic
  • Profitability, margin and cost allocation models
  • Data model design for Power BI, QuickSight, Tableau or Looker
  • Documentation and handover for long-term maintainability
Best fit when the leadership team no longer trusts spreadsheets, exports or disconnected reports.

02 • Board & Investor Reporting

Reporting that explains performance, risks and trade-offs in a way investors and boards can trust.

I turn complex financial and operational data into board-ready dashboards, packs and narratives focused on steering, not just reporting.

What this includes
  • Board-ready dashboards and management packs
  • Investor reporting structure and KPI storytelling
  • Monthly and quarterly performance narratives
  • Variance analysis, risks, drivers and decision options
  • Executive reporting for CFOs, founders and leadership teams
  • Alignment between metrics, finance standards and decision agenda
Best fit when leadership needs confidence before board meetings, fundraising or strategic reviews.

03 • FP&A Automation & Forecasting

Replace manual planning cycles with repeatable forecasting, scenario analysis and performance control.

I help scale-ups build planning models that are connected to real business drivers instead of static, isolated spreadsheets.

What this includes
  • Budget, forecast and rolling forecast models
  • Revenue, cost, margin and cash-flow planning logic
  • Scenario analysis for growth, hiring and runway decisions
  • Driver-based planning connected to operational KPIs
  • Automated variance analysis and management commentary
  • Forecasting outputs for board and leadership reviews
Best fit when planning is too manual, too slow or disconnected from operational reality.

04 • Finance BI Transformation & Migration

Modernise BI without losing metric consistency, business logic or user trust.

I redesign finance reporting layers and migrate legacy BI environments into scalable, governed and decision-ready systems.

What this includes
  • Assessment of existing BI, KPI and reporting gaps
  • Redesign of financial metrics, data models and dashboards
  • Migration from legacy BI tools and databases
  • Cloud analytics enablement and performance improvement
  • Report consolidation across teams, countries or business units
  • Governance, documentation and stakeholder adoption
Best fit when finance reporting exists, but is fragile, inconsistent or painful to scale.

05 • Growth, Unit Economics & Commercial Analytics

Connect financial performance with product, pricing, retention and growth decisions.

I support scale-ups in understanding which customers, channels, products and geographies are actually creating value.

What this includes
  • Unit economics, contribution margin and profitability analysis
  • Customer, product, channel and country performance views
  • Pricing, discount and incentive analysis
  • Retention, churn and lifetime value analysis
  • Growth funnel and cohort analysis linked to financial outcomes
  • Commercial decision support for product, sales and marketing teams
Best fit when growth is happening, but leadership cannot clearly see where value is created or destroyed.

06 • Fractional CFO & Strategic Finance Support

Strategic finance leadership available through a trusted CFO partnership for companies that need broader finance operating support.

When the need goes beyond financial intelligence systems, I can bring in a trusted CFA Level 3 partner to support a broader Fractional CFO engagement.

What this includes
  • Fractional CFO support delivered through a specialist finance partner
  • Runway, burn, cash visibility and scenario analysis
  • Board and investor reporting narratives
  • FP&A rhythm, KPI cadence and management routines
  • Financial planning, forecasting and variance analysis
  • Strategic finance advisory for founders and leadership teams
Best fit when the company needs broader CFO-level support in addition to financial intelligence infrastructure.
Get in touch ↗

Experience across finance, data and growth

Experience across large, complex organisations and high-growth environments in Europe and Brazil, supporting finance, product, marketing, operations and executive teams.

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

Roles include a mix of in-house leadership positions, executive reporting ownership and strategic project-based engagements. The common pattern: fragmented data, high decision pressure and the need to create financial clarity fast.

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 Intelligence

Global Financial Single Source of Truth

Context

Global organisation operating with 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 profitability view at granular level, making monthly performance explanations slow, manual and often inconsistent.

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

Capabilities: Financial SSOT · FP&A Automation · Executive Reporting · Investor-Grade Financial BI

Global • Multi-country • Finance BI Migration

Finance BI & Data Platform Modernisation

Context

A complex BI landscape built over time using multiple tools on top of an on-premise Oracle database. The setup had become costly to maintain, hard to scale and increasingly difficult to evolve.

Business challenge

The organisation needed to modernise its BI and data stack without disrupting existing reporting and decision processes, while preserving metric consistency and user trust.

What I did
  • Led migration from Oracle to AWS Athena as the new analytical database
  • Mapped and validated equivalent tables, fields and business logic in the new ecosystem
  • Rewrote SQL transformations and financial calculations for the new data model
  • Migrated dashboards from QlikView, Power BI and Tableau to Amazon QuickSight
  • Validated outputs with business stakeholders to preserve continuity and accuracy
Impact
  • Migrated legacy financial BI infrastructure to a scalable cloud-native platform
  • Reduced dependency on legacy systems while improving performance and maintainability

Capabilities: Finance BI Migration · Cloud Analytics · Data Governance · Reporting Continuity

Commercial Finance • Predictive Analytics

Forecasting, Pricing & Incentive Optimisation

Context

A large organisation running complex marketing and commercial operations, with planning and discount decisions mostly based on manual assumptions and uniform commercial rules.

Business challenge

Sales targets were defined using subjective Excel estimates, while a single discount policy was applied to all leads regardless of conversion probability, causing inefficient incentive allocation and margin leakage.

What I did
  • Designed regression models to define realistic data-based targets across sales channels
  • Replaced manual Excel planning with statistically grounded forecasting models
  • Built predictive conversion scoring for the leads database
  • Segmented leads by probability of conversion
  • Designed personalised discount and incentive strategies by segment
Impact
  • Established data-driven commercial planning and target setting
  • Generated approximately $1.5M in savings over two years through personalised discount strategies

Capabilities: Commercial Forecasting · Pricing Analytics · Incentive Optimisation · Unit Economics

Stop reconciling numbers. Start steering the business.

If your company has just raised capital, is scaling quickly or is still managing finance through fragmented spreadsheets and disconnected reports, let's discuss what your financial operating system should look like.