Finance Transformation · KPMG Canada

Shashank Raj

Manager, Management Consulting · KPMG Canada

Toronto, Ontario, Canadashashank.raj2009@gmail.comLinkedIn

Management Consultant in KPMG Canada's Finance practice, helping CFOs and their teams transform how finance operates through Target Operating Model design, FP&A, Chart of Accounts, and ERP-enabled transformation. 8+ years across consulting and industry, including multi-vendor insurance technology programmes with 40+ stakeholders.

Years in consulting & industry
8+
Years in consulting & industry
Incremental revenue from Gen-AI triage
$2.3M
Incremental revenue from Gen-AI triage
Faster policy processing
90%
Faster policy processing
Stakeholders across 3 vendors
40+
Stakeholders across 3 vendors
Shashank Raj, Management Consultant at KPMG Canada

About

From building systems to shaping how finance works

I started my career as a software engineer at Tata Consultancy Services, building enterprise search and asset management platforms. A Post Graduate Program in Management at Great Lakes then pulled me toward the business side, and into consulting.

Over the next few years I moved from business analysis at Virtusa and KPMG to product ownership at LTIMindtree, leading multi-vendor insurance platform programmes in Bangalore and then Toronto, from policy administration to underwriting, reinsurance, and Gen-AI submission triage.

Today I'm a Manager in KPMG Canada's Finance practice, working with CFOs on how the finance function operates: Target Operating Models, FP&A, Chart of Accounts, and ERP-enabled transformation. Having delivered the systems finance teams rely on, I bring a practical, delivery-minded view to operating model design.

Based in
Toronto, Canada
Worked across
Canada and India
Background
Engineering + PGPM
Languages
English, Hindi

Experience

8+ years across finance transformation, insurance technology, and strategic consulting

  1. KPMG Canada

    Manager – Management Consulting, Finance

    KPMG Canada

    Jul 2026 – PresentCurrentToronto, Canada

    Advise CFOs on finance transformation: Target Operating Model design, FP&A, Chart of Accounts, Record to Report, Source to Pay, and ERP-enabled change.

  2. LTM

    Senior Manager – Insurance Transformation

    LTM

    Jul 2023 – Jul 2026Toronto, Canada

    Product Owner for Starr Insurance's global policy booking platform and Underwriting Workbench, integrating three policy administration systems across APAC, LATAM, and North America.

  3. LTM

    Senior Specialist → Senior Manager

    LTM

    Dec 2021 – Jul 2023Bangalore, India

    Led product ownership of TRUE Insurance's greenfield Homeowners policy administration system; Insurance SME and Unqork CoE lead across BFSI engagements.

  4. KPMG Global Services

    Associate Consultant

    KPMG Global Services

    Jun 2021 – Dec 2021Bangalore, India

    Business analysis and integration design for an Alternate Investments platform ($50M+ AUM) in KPMG's financial services advisory practice.

  5. Virtusa

    Associate Consultant

    Virtusa

    Oct 2020 – Jun 2021Hyderabad, India

    Delivered a custom insurance operations and incident management platform for Aon on no-code/low-code.

  6. Tata Consultancy Services

    Assistant System Engineer → System Engineer

    Tata Consultancy Services

    Dec 2016 – Mar 2019Bangalore, India

    Built enterprise search and IT asset management platforms for Qualcomm.

Education & Credentials

Post Graduate Program in Management (PGPM)

Great Lakes Institute of Management

2019 – 2020

Bachelor of Engineering, Computer Science

Visvesvaraya Technological University

2012 – 2016

What I Do

I help CFOs and their teams transform how the finance function operates, organizes, and delivers value

Finance Target Operating Model

Future-state finance operating models across people, process, technology, data, and governance, with a roadmap to get there.

FP&A

Planning, budgeting, forecasting, and analytics that give finance leaders sharper, faster decision support.

Chart of Accounts & Record to Report

Standardized Chart of Accounts and a faster, controlled close, consolidation, and reporting cycle across GL, AP, and AR.

ERP-enabled Transformation

Technology positioned as an enabler of the operating model, drawing on 8+ years delivering enterprise platform implementations.

Selected Work

Delivering measurable impact through finance and insurance technology transformation

Policy Booking & Reporting Platform

Global policy booking and reporting across APAC, LATAM, and North America, with Salesforce and PAS integration and full reinsurance cession workflows.

90% reduction in processing time
$500K annual cost savings
CAT modelling via Moody's Underwrite IQ
Automated bordereau generation
Read case study

Underwriting Workbench (UWB)

One workbench over three policy systems (Insurity, DXC, Sapiens IDIT) with unified Rate-Quote-Bind-Issue and Gen-AI submission triage.

45% increase in conversion rates
$2.3M incremental revenue
500+ underwriting users trained
40+ stakeholders across 3 vendors
95% sprint predictability
Read case study

Homeowners Insurance PAS & DMS

Greenfield Homeowners policy administration with a multi-variable rating engine, DocuSign, SmartComm, and document management.

98% user satisfaction
500+ users onboarded
$3.5M deal secured
Full policy lifecycle coverage
Read case study

Alternate Investments Platform

Business analysis and integration design for fund administration and investor reporting across private equity and hedge funds.

70% processing time reduction
$50M+ AUM processed
Automated fund reconciliation
Upstream system integration

Insurance Operations Platform

Custom operations and incident management platform automating placement, risk tracking, and escalation workflows.

125% efficiency improvement
50% dev effort reduction
No-code/low-code delivery
Full UAT test coverage

Enterprise Search & Asset Management

Enterprise search on Apache Solr with custom indexing pipelines, plus an integrated IT asset management platform.

90% search time reduction
Custom relevance tuning
Multi-source indexing
Real-time asset tracking

What Colleagues Say

From recommendations on LinkedIn

“I worked with Shashank extensively for 3 years. I really appreciate the expertise he brings from functional and domain perspective. The way he drives discussions, leads client conversations achieves business objective is exemplary. I would strongly recommend Shashank for any role he plays.”

Gouranga Roy Chowdhury

Program & Delivery Manager, P&C Insurance

Managed Shashank directly

“I had the pleasure of working with Shashank in his role as a Senior Business Analyst within our insurance domain project, and I can confidently say that his contributions were instrumental to the success of our transformation initiatives. Shashank brought deep domain knowledge across key P&C insurance functions—including underwriting workflows, policy lifecycle management, and reinsurance integration.”

Rajesh Thurumella

Product Manager, Consulting & Delivery

Managed Shashank directly

“I have worked with Shashank for close to two years. He possesses excellent technical skills and is a master of learning and mastering new technologies. What I liked the best while working with him is his positive attitude, which made him an excellent addition to the team and go to guy even in stress situation. Keep learning!”

Prasanth Thattarath

Senior Director, Software Development, TaskUs

Managed Shashank directly

Skills & Tools

The methods, domains, and platforms I work with

Finance Transformation

Target Operating ModelFP&AChart of Accounts DesignRecord to ReportSource to PayGL / AP / ARManagement & Financial ReportingFinance ControlsERP-enabled Transformation

Insurance Domain & Platforms

Commercial AutoWorkers' CompensationGeneral LiabilityHomeownersReinsurance (Treaty & Fac)CoinsuranceCAT ModellingRating & PricingInsurityDXCSapiens IDITGuidewireDuck CreekMoody's Underwrite IQ

Delivery & Tools

Product OwnershipStakeholder ManagementRequirements EngineeringChange ManagementPre-Sales & Solution DesignAgile / Scrum / SAFeSalesforce CRMSmartCommSQLPower BITableauREST/SOAP APIsJIRAConfluence

Let's talk

I'm always glad to connect about finance transformation, operating model design, FP&A, or career conversations. Book a 30-minute call, or reach me by email or LinkedIn.

Download ResumeToronto, Ontario, Canada

© 2026 Shashank Raj