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Ramon Navarro

Sample profile

Engagement Manager at McKinsey & Company · Financial services strategy · due diligence, regulation

Works at
McKinsey & Company
Location
San Jose, CA · PT (UTC-8)
Experience
10+ years experience
Education
Booth School of Business
Languages
English
AdvisingCo-founder
Message Connect

Overview

Engagement Manager at McKinsey & Company, focused on financial services strategy. Delivered 16 engagements across 7 countries. Former debater; now I argue with spreadsheets.

Good reasons to reach out
  • Advice on financial services strategy
  • People who want to build this with me
  • Speaking or podcast invitations
Please don't message about
  • SEO and link-building offers
  • Unpaid work or spec projects

Replies within two days

Skills
payer-providerregulationbanking strategypaymentsdue diligence
AdvisingOpen to advising
closes in 3 months

Office hours for career switchers: financial services strategy and payer-provider

Topics
financial services strategy, payments, due diligence
Format
Calls
Terms
Free for early founders
Capacity
One advisory role at a time
Best for
First-time founders

11 years of financial services strategy. Can review plans, decks and hiring loops.

San Jose, CA · remote OKpaymentsbanking strategyregulation
Open
Co-founderLooking for a co-founder
closes in 3 months

Looking for a go-to-market co-founder for loyalty programmes for insurers

The idea
Loyalty programmes for insurers
Stage
Prototype
I bring
14 years in financial services strategy
Looking for
Technical co-founder who has shipped B2B software
Commitment
Full-time now
Location
San Jose or remote

I bring 11 years of financial services strategy (currently McKinsey & Company). Ideally you've led a design team. Incorporated, self-funded so far.

San Jose, CA · remote OKregulationdue diligencebanking strategy
Open

Experience

  1. Engagement Manager
    Apr 2026 - Present
    McKinsey & Company · 7 mo · Full-time · San Jose, CA
    • Led a cost programme that saved a client $122 million.
    • Delivered 15 engagements across 8 countries.
  2. Consultant
    Feb 2025 - Apr 2026
    Kaiser Permanente · 1 yr 2 mo · Full-time · San Jose, CA
    • Ran commercial diligence on 28 deals.
    • Led a cost programme that saved a client $139 million.
  3. Senior Consultant
    Apr 2021 - Feb 2025
    IBM · 3 yr 10 mo · Full-time · San Jose, CA
    • Led a cost programme that saved a client $108 million.
    • Ran commercial diligence on 13 deals.
  4. Senior Consultant
    Dec 2018 - Apr 2021
    EY · 2 yr 4 mo · Full-time · San Jose, CA
    • Delivered 21 engagements across 3 countries.
    • Designed the operating model for a 4 thousand-person transformation.
  5. Business Analyst
    Nov 2016 - Dec 2018
    Deloitte · 2 yr 1 mo · Full-time · San Jose, CA
    • Shipped a rewrite that took build times from 33 minutes to under 6.

References

No references yet.

Education

  1. Booth School of Business
    MBA, Business Administration
    2014 - 2016
  2. University of Michigan
    BSE, Mathematics
    2010 - 2014

Details

Compensation expectations
What they are targeting for their next role.
Visible to connections
Direct contact details
Direct email and a scheduling link.
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