KS KANISHK SANGALData Analyst
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From digits
to data.

I'm Kanishk Sangal, a data analyst with 4+ years analyzing fintech payment operations. I work in SQL, Power BI and Advanced Excel to find where data breaks, automate the fix, and hand leadership a number they can act on.

See the work Free Excel templates
Delhi NCR, India Fintech · SaaS · Consumer tech
Deposit reconciliation · monthly Variance
Line itemManualAutomated
Entities reconciled6060
Minutes per entity455
Hours per month45.05.0
Favourable variance 40.0hrs / month
Built in Excel and Power Query. Maps tenant IDs, computes the variance per account and writes the journal action. Adopted team wide, signed off by the client Finance Ops Head.
Kanishk Sangal, data analyst based in Delhi NCR
Kanishk SangalDelhi NCR
About

An accountant who learned to read the data underneath

Most analysts arrive from one world. I arrived from the ledger, and that is the edge.

I started in accounts receivable, moving from cross border payment operations to deposit reconciliations to month end close packs. Four years of that teaches you something a course cannot: exactly where numbers break, and why. Every mismatch has a cause upstream, and finding it is the same instinct that makes a good analyst.

Since then I've owned the AR UK refund process and Lloyds Bank payment operations across 60 entities, led a zero loss NetSuite migration across 45 entities, and built the automation and dashboards that made both scale. I don't just report what happened. I understand why the data looks the way it does, then build the system that fixes it.

The work I care about sits where data and business analysis meet: fintech, SaaS and consumer tech, where turning operational data into a decision is the whole job.

Experience4+ years, finance & data ops
SystemsNetSuite (SME) · FloQast · Freshdesk · Yardi
Daily toolsSQL (MySQL) · Power BI · Advanced Excel
Focus industryFintech · SaaS · Consumer tech
Experience

Four years, three titles, one trajectory

Promoted twice at QX Global Group into a role that pairs team leadership with direct client liaison, as scope widened from execution to end to end ownership to leading a critical client migration.

QX Global Group Noida, India · Nov 2022 – Present

Promotion path: Accounts Officer → Senior Accounts Officer → Team Lead, Operations & Analytics

Team Lead — Operations & Analytics Current Aug 2025 – Present
  • Engineered an automated deposit reconciliation engine cross matching tenant deposits between StudentSuite and NetSuite. Cut the cycle from 45 min to 5 min per entity across 60 entities, reclaiming ~40 hrs a month. Adopted team wide and signed off by the client Finance Ops Head.
  • Built the bulk refund automation template that batches ticket level refunds into a validated Lloyds import file with parsing checks and exception flags, removing manual keying and re keying across the AR team. 1,000+ hrs a month reclaimed across the function.
  • Led a zero loss NetSuite / StudentSuite migration across 45 entities: COA mapping, site builds, 5,000+ customer and 2,000+ vendor records (with bank details) imported, 250+ user accounts provisioned, pre and post import validation. Also contributed to the NetSuite implementation of Pagero, a European e invoicing platform. No data loss, no rollbacks.
  • Built a Power Query validation pipeline (folder based CSV ingestion into a cross system reconciliation file) that surfaced every discrepancy between legacy Yardi data and NetSuite imports, and isolated root causes of recurring StudentSuite / NetSuite mismatches — eliminating 100% of manual cross checking across 60 entities.
  • Own the AR UK refund process, responsible for ticket level refund processing across 60 entities. Operate the Lloyds Bank portal for BACS bulk domestic and international multi beneficiary payouts — hands on execution of live settlement and payment rail operations.
  • Built the KPI dashboards leadership plans with (TAT, SLA, throughput, exceptions) and served as primary client liaison. The analysis reallocated team capacity and reduced turnaround times.
  • Sustained 100% SLA adherence with zero escalations, and delivery reliability that justified an additional client FTE during the client migration.
Senior Accounts Officer Aug 2024 – Jul 2025
  • Cut weekly reporting time ~30% by automating MIS dashboards (TAT, SLA, FTE volume, exception status) in Power Query and dynamic Excel, replacing a manual multi step process used by client leadership.
  • Highest individual refund volume in the team with zero errors over 12+ months; introduced bulk posting templates that reduced exceptions team wide.
  • Delivered clean year end close: deposit summaries and monthly nominal reconciliations, fully validated audit packs with zero queries raised.
  • Acted as primary client liaison for escalations, exception resolution and monthly performance reviews.
Accounts Officer Nov 2022 – Jul 2024
  • Ran high volume operations across 80+ accounts with zero SLA breach; built lookup driven tracking sheets with data validation to auto fill fields and cut manual entry errors.
  • Performed Yardi bank reconciliations, investigated variances and coordinated resolution with client finance teams within SLA.
EXL Services Mar 2022 – Nov 2022
Associate Mar 2022 – Nov 2022
  • Processed high volume financial transactions with clean audit trails and cross team coordination in a deadline driven environment. The operational rigour carried into every role since.
Selected work

Projects that shipped and moved a number

Production automation and ERP work from the job, plus analytics projects built to sharpen SQL and Power BI. Filter by tool or domain.

Production impact

FlagshipLiveAdvanced ExcelPower Query
01

Automated Deposit Reconciliation

ProblemManual deposit reconciliation between StudentSuite and NetSuite took 45 minutes per entity and did not scale across 60 entities.
BuiltAn Excel engine (XLOOKUP, SUMIFS, UNIQUE, VSTACK, TEXTSPLIT, spill ranges) that maps tenant IDs, computes variances and auto generates a client ready Post / Reverse Journal action summary.
Impact45 min → 5 min per entity. Adopted team wide, signed off by the client Finance Ops Head.
~40 hrsreclaimed monthly across 60 entities

The engine runs entirely in Excel and Power Query. Two system exports (StudentSuite, NetSuite) land in staging tables, tenant IDs get matched, and the variance per account is computed before a final step reads the result into a client ready Post / Reverse Journal action summary.

UNIQUE + XLOOKUPMatches tenant IDs across two systems without helper columns or manual sorting.
SUMIFS + spill rangesRolls up the variance per account and spills the summary automatically as rows are added.
Download the blank template ↓
FlagshipLivePower QueryAR Refunds
02

Bulk Refund Automation

ProblemHigh volume refunds were keyed ticket by ticket across 60 entities, with recurring exceptions and no validation before the bank import.
BuiltA batching template that pulls ticket exports, validates bank and tenancy fields, flags parsing errors before submission, and produces a ready to upload Lloyds import file plus a live ticket aging dashboard.
ImpactManual keying removed from the refund workflow and exceptions cut team wide, with zero errors in the Lloyds import file.
1,000+ hrsreclaimed monthly across the AR team

The template ingests a raw ticket export, validates requestor, bank and tenancy fields against lookup tables, and flags anything that would fail the bank import before it ever reaches Lloyds. Clean rows batch automatically into the import file; flagged rows drop into an exceptions view for manual review.

Dynamic arrays + validation rulesFlags malformed bank details and duplicate tickets before batching, so exceptions never reach the bank file.
XLOOKUPPulls requestor and tenancy details onto the batch sheet without manual lookup maintenance.
Download the blank template ↓
NetSuitePower QueryETL
03

NetSuite ERP Migration & Data Validation

ProblemMigrate 45 entities from legacy Yardi into NetSuite and StudentSuite with zero data loss.
BuiltCOA mapping, site builds, customer, vendor and trial balance imports, pre and post import validation, user access, plus a Power Query pipeline that flagged every discrepancy between legacy and migrated data.
ImpactZero rollbacks and 100% of manual cross checking eliminated. The related Pagero e invoicing rollout won an internal IT Kudos award.
45 entitiesmigrated with zero data loss
Power BIDAXOps analytics
04

Operations KPI Dashboards

BuiltTAT, SLA, throughput and exception rate dashboards fed by an automated Power Query pipeline, replacing a manual weekly MIS build.
ImpactSurfaced processing bottlenecks and workload imbalance, letting leadership reallocate capacity. Weekly reporting time down ~30%.
~30%less time spent building the weekly report

Analytics projects

SQLPower BIRetention analytics
05

Mobile App Retention & Cohort Analytics

BuiltSQL (JOINs, window functions, CTEs) computing DAU / WAU / MAU, cohort retention and feature adoption curves on 100K+ rows. Visualised in Power BI with cohort heatmaps and trend lines.
InsightDay 1 to 7 was the sharpest drop off window. Recommended prioritising onboarding checklist completion in the first 72 hours to lift D7 retention.
Cohort A Cohort B Cohort C

Rendered live in inline SVG — not a screenshot.

100K+rows analysed in SQL, end to end
Power BIAdvanced ExcelPayments
06

UPI vs IMPS Payment Trend Analysis

BuiltAnalysed daily UPI and IMPS transaction volumes for seasonality, festival driven spikes and month on month growth; built a Power BI report with a calendar heatmap and drill downs.
WhyMirrors the growth and payments analytics fintech teams run weekly: the reporting motion, not a toy dataset.
Monthly volume index (Jan = 100)
UPI IMPS

Rendered live from the same table that feeds the Power BI report.

Paymentstrend modelling in a live BI report
SQLMySQLFraud analytics
07

PaySim Fraud Detection (SQL)

BuiltInvestigated fraudulent transaction patterns in the PaySim mobile money dataset: profiling transaction types, flagging anomalous transfer and cash out behaviour, and quantifying fraud exposure.
WhyBuilt to mirror the transaction monitoring work fintech risk and analytics teams run in production.
Fraud rate by transaction type

Matches the known PaySim pattern: fraud only ever appears in TRANSFER and CASH_OUT.

Fraud SQLanomaly detection on transaction data
Free downloads

The two templates, yours to take

Both of these run in production. Both are stripped of every client and tenant record: structure, formulas and logic only. Open them, break them, adapt them to your own data.

Template 01 · Reconciliation

Deposit Reconciliation Template

Drops two system exports side by side, maps tenant IDs, computes the variance per account and tells you the action: post journal, reverse journal, or investigate. Summary sheet reconciles the deposit liability back to the balance.

SheetsSummary · Rec · SS · SS Debt · NS · Lookups
Built withXLOOKUP · SUMIFS · spill ranges · Power Query
Capacity2,000 reconciliation lines
Saves40 min per entity, per cycle
Download blank template
Template 02 · Payments

Bulk Refund Automation Template

Takes a raw ticket export, validates requestor, bank and tenancy fields, flags parsing errors before anything reaches the bank, then builds the batched import file. Includes a ticket aging and agent workload dashboard.

SheetsDashboard · Refunds · Bank import · Export · Helper
Built withXLOOKUP · dynamic arrays · validation rules
Capacity500 refunds per batch
Saves1,000+ hrs per month, team wide
Download blank template

No sign up, no email gate. Sample data versions are on the way. If you adapt one and it saves you time, tell me on LinkedIn — I'd like to know what you changed.

Need it adapted to your own systems or data structure? Reach out and I'll help customise it.

Toolkit

What I bring to a data team

Tool, method and business context. The combination is what turns a query result into a decision.

Data & querying
SQL / MySQLJOINsSubqueriesWindow functionsCTEsData cleaningData modellingETL
Visualisation & BI
Power BIDAXKPI dashboardsDrilldownsCohort heatmapsExecutive reporting
Spreadsheets & automation
Advanced ExcelPower QueryDynamic arraysXLOOKUPSUMIFSVSTACKTEXTSPLITSpill ranges
Analytics methods
Cohort retentionFunnel drop offDAU / WAU / MAUFeature adoptionVariance analysisTrend & seasonalityA/B framing
Systems & domain
NetSuite — SMEFloQastFreshdeskStudentSuiteYardiStripeLloyds BACSJira
Ways of working
Client liaisonStakeholder reportingSOP designTeam leadershipQA & work planningCross functional delivery
AI in my workflow

I use AI as a second pair of eyes, not a shortcut

It speeds up the drafting and the checking. The logic, the validation and the judgement call stay mine, because those are the parts a hiring manager is actually paying for.

Claude Wispr Flow Copilot in Excel
SQLDraft a query fast, then rewrite it myself and check the result against a known total before I trust it.
Excel logicPressure test formula logic and edge cases in a template before it goes anywhere near live data.
DocumentationTurn a working process into an SOP the rest of the team can follow without me in the room.
DictationWispr Flow for voice first drafting, so analysis notes get written while the thinking is still fresh.

Rule I hold to: if I cannot explain the output line by line, it does not ship.

Credentials

Certified, and recognised for it

Certifications

SQL for Data ScienceUC Davis · Coursera
Harnessing the Power of Data with Power BIMicrosoft
Extract, Transform & Load Data in Power BIMicrosoft
Preparing Data for Analysis with Microsoft ExcelMicrosoft
Microsoft Excel: Beginner to AdvancedCertification

Recognition

Top Performer × 3QX Global Group · Dec 2023, Nov 2024, Jul 2026
Internal IT Kudos AwardPagero e invoicing rollout
Kaizen AwardCompany wide, deposit reconciliation automation

Education

B.Com (Hons.)University of Delhi2017 – 2019
Higher SecondaryCambridge School, New Delhi2016
In their words

What the team says

Feedback captured during the client migration — from onshore stakeholders and my reporting manager.

Delivers consistently, without needing to be chased.
Managed him for over 3 years, watching him grow from operations into a dependable team lead. He doesn't just flag broken processes, he fixes them — sharp analytical thinking, paired with a calm head under pressure. Quietly, the kind of person who makes the whole team better.
RMReporting ManagerQX Global Group
A valuable addition to the team.
Recognised for collaboration, reliability, technical contribution and overall impact on the project.
PMProject ManagerClient · Onshore
Exceptionally clear reconciliations.
Appreciated the quality and clarity of reconciliations, with strong attention to detail and presentation.
FOFinance Operations HeadClient · Onshore
Consistently handles high volumes.
Recognised for managing workload efficiently while holding accuracy, quality and turnaround.
FSFinance SMEClient · Onshore
Reliable technical support.
Valued for problem solving input and effective contribution to system discussions and solution design.
SESystem ExpertClient · Onshore
Let's talk

Looking for an analyst who understands the business behind the data?

Everything above is the work. If a problem in your data looks like one of these — fintech, SaaS or consumer tech — I would like to hear about it.

Email me Connect on LinkedIn
Emailkanishk.sangal@gmail.com LinkedIn/in/kanishksangal Instagram@fromdigitstodata

Want to know who I am outside of spreadsheets and SQL?

Beyond Data
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