Carlos Navarrete

Supporter
DISC Type : s

León, Guanajuato, México, Mexico

Overview

Carlos es un Director de Auditoría Interna y Finanzas especializado en el sector de servicios financieros. Lidera funciones de control durante transformaciones corporativas de alto impacto, destacando su experiencia en la ejecución de una Oferta Pública Inicial (OPI) y la implementación de las normas IFRS.

Su enfoque profesional se centra en la modernización de los procesos de auditoría para mejorar la eficiencia y la identificación temprana de riesgos en ciclos de negocio complejos.

Personality Overview

Procedural

Calm

Thoughtful In Approach

Their decisions are defined by the possible value that they can bring to the organization.
  They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Topics They Care About

Auditoría Continua
Tiene experiencia probada en rediseñar modelos de auditoría, migrando de un enfoque tradicional a uno continuo, preventivo e integrado en los ciclos de negocio.
Transformación Corporativa
Se especializa en liderar la función de control en proyectos de transformación de alto impacto, como la preparación y ejecución de una Oferta Pública Inicial (OPI).
Gestión de Riesgos
Sus publicaciones reflejan un profundo conocimiento de los desafíos que enfrentan los directores de riesgo, proponiendo una visión holística de riesgos "End-to-End".

Media Appearances

Carlos has no verified media appearances

Work History

Carlos has no verified job history

Education

Carlos has no verified education history

More Information

Social Presence :

Prographics :

Exp : N/A Location : León, Guanajuato, México, Mexico Job Level : N/A Designation : N/A
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Carlos

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Carlos move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Carlos take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Carlos

Personality Compatibility


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