Tomás Roura Zabala
ESEN

Projects

Things I built or analysed that show what I can do. My day-to-day responsibilities are under Experience.

Portfolio KPI dashboard summary tab with thirteen KPI cards and rankings of top debtor groups and top clients by outstanding amount, invented data

Professional · Finance · Data

Invoice Portfolio Reporting Toolkit

Designed and built three browser-based dashboards that turn the factoring system's Excel exports into portfolio KPIs.

JavaScript · HTML · Chart.js · Excel

Gave management a clear view of unpaid invoices, which could not be identified reliably before.

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Due diligenceDaily checksReconciliationMonthly review 30+ → 7statuses → codes

University · Audit · Business Analysis

Portfolio Monitoring Review & Operations Manual

Analysed why portfolio monitoring was reactive, using COSO, BPM process mapping and interviews, and designed the fix.

COSO · BPM · Interviews · Word · Excel

An Operations Manual and a debtor-status manual, adopted by the company.

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ImportResearchDraftApproveSendFollow upReply shaded steps are done by a person

Personal · Automation · AI

Outbound AI: Sales CRM & Email Automation

Defined the workflow and business rules for an AI-assisted outreach CRM and built it with Claude Code.

Claude Code · Python · React · Anthropic API

A working app in early use, with 400+ contacts imported.

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Also

University · Finance · Entrepreneurship

Sneaker Care Co.: Student Company CFO

Ran the finance function of a registered 7-person student company.

Excel

~€1,500 revenue in 3 months from €350 starting capital; books reconciled and tax documentation prepared.

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