Finance & Strategy · AI-powered workflows · Open to new roles
Mikel Zabala
Finance & AI Automation.
I build the financial infrastructure that gives founders and leadership a clear, reliable view of their business. I work directly with decision-makers and bring no-code AI into the workflow so the finance function runs leaner. And when fundraising comes around, I know how investors think. 10+ years across hedge funds and investment banking. Based in Spain, open to remote.
What I bring
Financial clarity
I build the reporting frameworks and unit economics tracking that give founders and leadership a clear view of the business. What metrics matter for your model, how they connect, and what the numbers are telling you right now.
Investor fluency
10+ years on the institutional side means I know how investors read a business. I help pressure-test the numbers, sharpen the narrative, and make sure the story holds up when the questions get hard.
AI automation
I build no-code tools and automated workflows enabling clearer, faster, data-driven decisions. Three live tools publicly available in the projects section, covering use cases across finance, product and revenue teams.
Projects
BenchX: SaaS Metrics Benchmarked
See exactly where your metrics stand against hundreds of SaaS companies, and what to prioritise to close the gap. Built to give founders the same benchmarking lens institutional investors use.
Try it live ↗
ARR Growth
Gross & Net Revenue Retention
CAC Payback Period
LTV / CAC
Churn Rate
Burn Multiple
Gross & Net Revenue Retention
CAC Payback Period
LTV / CAC
Churn Rate
Burn Multiple
DealComps: Smarter Deal Reviews
Score every deal against your own book and internal guidance, protecting margin and driving better commercial decisions.
Try Demo ↗
RoadmapIQ: Build What Matters
Stop guessing what to build. RoadmapIQ turns your customer data into a ranked feature roadmap, built around your priorities.
Try Demo ↗
Experience
2024 – Now
Finance & Automation Consultant
Self-employed
Built AI-assisted churn mitigation workflows for a Series B SaaS company, enabling revenue teams to act on risk signals up to 3 months earlier. Contributed to a +5% GRR improvement over 6 months as teams shifted from reactive to proactive, high-impact retention execution.
Fully automated the member onboarding flow for a women's membership community. Improved new member retention from 30% to 45% within two weeks.
Designed KPI frameworks and reporting infrastructure for early-stage founders across e-commerce and digital subscription businesses. Work included subscription lifecycle modelling, customer behaviour analysis and marketing efficiency tracking to drive sustainable revenue growth.
Mussa: Client Testimony
Automated the full member onboarding flow for Mussa, a subscription women's community. Retention rate for new members improved to 45% within two weeks, from 30% previously.
"We are endlessly grateful for Mikel. His attention, speed and professionalism are BRUTAL (in the best possible way)."
Dani, Co-Founder of Mussa
Read full testimony ↗
2022 – 2024
Investment Analyst
Zimmer Partners LP – NY-based multi-billion hedge fund
Owned a complex analytical function end to end at a multi-billion dollar hedge fund, with direct exposure to the CEO. Built and maintained detailed financial models under real time pressure, including overnight transactions.
Presented and defended investment theses directly to senior leadership, translating large amounts of financial and operational data into clear, actionable narratives under tight deadlines.
2018 – 2022
Vice-President, Equity Research
Bank of America Merrill Lynch – Utilities & Renewables
Built detailed bottoms-up financial models and led financial analysis for several large capital raises and IPOs, including stress-testing assumptions in front of institutional investors.
Regularly distilled complex sector and company analysis into sharp, decision-ready narratives for specialist and generalist audiences.
Team consistently top-ranked by buy-side clients in institutional investor surveys.
2014 – 2018
Associate Analyst
Moody's Investors Service – Telecom, Utilities & Infrastructure
Prepared credit analysis of Southern European Utilities and Infrastructure companies, presenting views to rating committees and engaging directly with issuers' management teams.
Contact
Let's work together.