Jonathan Diaz
5.0
(12)
Break into Consulting | Master Casing | BCG Alum
Studied at Tuck School of Business
Worked at Boston Consulting Group
Successful clients at
Available tomorrow at 11:30 PM UTC
Questions? Start chatting with this coach before you get started.
Jonathan's Coaching Offerings
Custom hourly · $200/hr
Get help with Behavioral Interview Prep, Case Math, and Case Interview Prep.
Jonathan also coaches for MBA and Personal Finance. View all.
Jonathan’s Management Consulting Qualifications
Experience level: Consultant
20+ people coached for Management Consulting
Jonathan has helped clients get into these companies:
I worked in both Big 4 professional services and MBB consulting and can coach confidently on both experiences. For many folks, the dreaded case interview makes or breaks their chances of experiencing this profession and my coaching approach is to give my clients the tools and the confidence they need to crack cases and impress their interviewers. At these companies casing decently is usually not enough, you need to project a certain level of confidence, personality, and brain power to show that you can handle the demands of the job. I have cased countless people over the years and I constantly recieve positive feedback about my structured, relatable, and actionable coaching/feedback. I structure casing into distinct sections and give clients pointed feedback, tips, and examples they can use to learn from their mistakes and apply new skills. I also recognize that there are parts of the casing process that are rigid, but there are also flexible points where you can drive the conversation, shine as a candidate, and inject some memorable personality. If you want a coach that can help take you to the next level and help you land your dream consulting role at MBB or Big 4 or other consulting firms, I am the coach for you!
Jonathan can help with:
Behavioral Interview Prep
Case Math
Case Interview Prep
Jonathan also coaches for MBA and Personal Finance. View all.
About Jonathan
Hi, I'm Jonathan! To tell you a little bit about myself, I come from a low-income first-generation immigrant background. Despite my strong resume and accolades I've achieved professionally and academically, I started off as a New York City public school student at a Title 1 school (school where most students come from families that qualify for free/reduced lunch). I always had dreams of going to college, studying business, and becoming a corporate leader. My determination to acheive this goal led me to bet on myself and apply to the University of Virginia (UVA) with the goal of applying in my 2nd year to one of the leading undergraduate business programs in the United States, the McIntire School of Commerce at the University of Virginia. I got into UVA despite feeling like a complete imposter given my personal and academic background. However, I didn't let that stop me. I got to work. With very little understanding of the higher education system, how to perform well, and to put it bluntly...how to get a corporate job, I made sure to use of all the resources available to me. My undergraduate days helped me develop an incredible amount of resourcefulness that I now apply to all aspects of my life. Long story short, I went on to graduate from the McIntire School of Commerce, landed in consulting at KPMG, applied to business school years later, and attended the Tuck School of Business at Dartmouth. At Tuck, I became a more confident version of myself that the undergraduate version of me could only dream of. I dove into my interests in Consulting and FinTech, co-founded the First-Generation and Low-Income club, and graduated with honors. After Tuck, I went to BCG and refined my consulting toolkit. After deciding I wanted to give industry a shot, I made the move to JPMorganChase where I am now a Vice President, Product Delivery Manager. I have acheived great things in my career and nothing would make me happier than to help people that share my background realize their dreams and navigate the challenging path I have navigated with more ease than I did. Behind all the success is a lot of trial-and-error and a lot of self-doubt that most folks don't see. I am sharing this all in my bio because if you have read this far and if anything I said struck a chord with you, I want to be your coach, and I want to help you succeed.
Why do I coach?
I coach because I want to fill the void there was when I wanted to break into consulting and go to business school. Coaches have always existed, but coaches with my background are hard to come by because unfortunately it is really difficult for someone with my socio-economic background to make it this far. The few that do make it this far are usually too busy trying to keep their heads above water to coach people that share their background. I genuinely enjoy coaching/mentoring people and I know that I can help people with strong ambition and purpose that share my background succeed. I have coached informally for years and after a lot of positive feedback from my clients I've decided to formalize my coaching on Leland so that I can reach a broader audience. Right now I coach on MBA admissions, Management Consulting/Case Interviewing, and Personal Finance for early career professionals.
Work Experience
Vice President, Product Delivery Manager
JPMorgan Chase & Co.
May 2024 - Present
Integrated Software Vendor Partnerships: Managed $21M+ in annual recurring revenue projects to revamp digital statements, increase payments volume, and develop a private label API-based online registration experience for top electronic health records companies. Led executive forums with CRO, COO, & CPO to define project requirements, align stakeholders, set and track KPIs/OKRs, and refine partner strategy for product launches. Online Registration & Online Device Ordering: Reduced account activation time by 50% by launching a new online registration tool, saving $100K+ annually, and significantly improving the customer onboarding experience. Drove $500K+ in annual cost savings by leading an online device ordering tool pilot program and training Sales teams on tool configuration and customization to increase adoption across providers and hospital systems.
Consultant - Senior Consultant
Boston Consulting Group
July 2022 - May 2024
As a Consultant I served BCG and external clients across various industries and functions, most notably financial services, revenue strategy, and business development. Financial services: (1) Redesigned reporting structure, roles, and responsibilities of senior executive group at a multi-billion asset manager in collaboration with the CHRO and Chief of Staff to transform company into a top 5 Wealth Manager. Led research and design of new President role to oversee legacy business, enabling CEO to prioritize Wealth Management growth (2) Managed client team of marketing managers and data scientists at Fortune 500 financial services company to improve business performance reporting. Improved marketing funnel analysis process for deposit accounts (checking, savings, certificates of deposit) and identified high ROI digital marketing channels for increased investment Revenue Strategy and Business Development: (1) Developed donor engagement survey for non-profit, analyzed results, and interviewed 20+ non-profit donors and leaders at local peer organizations in collaboration with CEO and Chief Development Officer to create new strategies to maximize donations across donor segments; resulting in multi-million increase in donations (2) Drafted 50+ page proposal for a $100M confidential U.S. military project detailing BCG’s expertise and capabilities in resource planning, software development, and data analysis. Refined and submitted proposal in collaboration with 5 Managing Directors & Partners and won contract with federal government Financial Services, Data Analysis and +8 skills
MBA Candidate
Tuck School of Business at Dartmouth
July 2020 - July 2022
Master of Business Administration, Concentration(s): General Management Edward Tuck Scholar (Top 15% of class), Founder of FinTech startup in incubator (developed concept to promote financial literacy across low-income immigrant communities), Diversity Conference Co-Chair, Consulting club mentor, Tuck band drummer, Hockey club member FinTech, Management Consulting and +5 skills
BCG New-Hire Consulting Coach
Boston Consulting Group
June 2021 - August 2021
As a summer intern, I owned a workstream to help a mid-sized pharmaceutical company improve their sales strategy for one of their new products. I identified new opportunities to redesign the sales approach with multiple physicians across various hospitals. Healthcare, Storytelling and +8 skills
Associate / Senior Associate
KPMG
October 2019 - July 2020
As a Senior Associate in KPMG's Human Capital Advisory practice I managed end-to-end work stream processes and client relationships. My area of expertise is Organization Design and I worked with business leaders to help them transform their organizations through data analysis, workshops, and other leading practice methods. Data Analysis, Critical Thinking and +8 skills
Associate - Lead Associate
KPMG
July 2017 - July 2020
In this role I worked as a management consultant at KPMG LLP performing organizational design work. I worked on a variety of projects in multiple industries, but spent much of my time working with financial services clients. I analyzed individual employee activities, identified misalignments between an organization's current state and an organization's desired future state, and recommended activity realignments based on my industry understanding, economic trends, and a variety of other factors. Data Analysis, Critical Thinking and +7 skills
Education
Tuck School of Business
Master of Business Administration - MBA, Management
2020 - 2022
Activities and societies: Tuck Scholar (top 15% of class), Co-founder of low-income and first-generation at Tuck (LIFT), Tuck Diversity Conference Co-chair, Consortium for Graduate Study in Management (CGSM), Tuck band
McIntire School of Commerce - University of Virginia
Bachelor of Science - BS, Commerce
2013 - 2017
Activities and societies: The Jefferson Literary and Debating Society Office of African-American Affairs Peer Advising Program Office of the Dean of Students Peer Mentoring Program Black Commerce Student Network Latino and Migrant Aid Program La Unidad Latina, Lambda Upsilon Lambda Fraternity, Inc. I attended the University of Virginia where I acquired both a strong liberal arts and business education. After attending the College of Arts & Sciences for 2 years I was granted admission to the McIntire School of Commerce where I pursued a degree in Commerce with concentrations in Finance and Management. During my time at the University of Virginia I earned the honor of living on the Lawn during my 4th year in recognition of my academic achievement, community involvement, and overall display of the University of Virginia's honor centered values.
12 Reviews
Overall Rating
5.0
Jonathan has helped clients get into these schools:
Jonathan has helped clients get into these companies: