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# Bill Yen

**Headline:** Consultant @ KPMG \| Data Visualization, Process Automation, Microsoft 365 Developer
**Location:** &lt;UNKNOWN&gt;, &lt;UNKNOWN&gt;, &lt;UNKNOWN&gt;

## About

Bill Yen is a National Instructor at KPMG US who also brings client\-facing Federal Advisory analytics experience, using data analytics and business intelligence to help clients make decisions and achieve tangible results\. He leads national intern training for Consulting Advisory interns, while his consulting work has centered on translating complex, messy financial data into clear strategies, dashboards, and automated processes\. Bill is strongest in end\-to\-end, business\-facing analytics: building and maintaining Power BI dashboards with KPIs and visualizations, writing SQL against SAP financial modules, validating and cleansing data, and managing stakeholder relationships from project conversations through delivery\. His work has included supporting the Defense Logistics Agency, a roughly $40 billion government enterprise, and creating a dashboard that enabled a client to prioritize more than $1 billion in unpaid\-invoice recovery\. He has also identified and recovered hundreds of millions of dollars in dormant funds through data\-driven insights\. Bill works in lean\-team settings with multiple responsibilities and combines technical delivery with policy\-informed collaboration\. He uses Excel, SQL, Microsoft Access, Power BI, and Tableau in his work, is learning Python and Power Automate, and speaks Mandarin, English, and French\.

## Services

- Robotic Process Automation \(RPA\)
- DAX
- Generative AI for Management
- Prompt Engineering
- Project Management
- Tableau
- Magnit
- Microsoft Power BI
- Microsoft Power Automate
- Visual Basic for Applications \(VBA\)
- Low\-Code Development
- Power Fx
- Indigov
- Zendesk
- SQL
- SAP ERP
- Public Speaking
- Leadership
- Fundraising
- Public Relations

## Highlights

- Led National Intern Training for all KPMG Consulting Advisory interns, overseeing the professional development of more than 50 new hires\.
- Facilitated KPMG intern training modules on project management, stakeholder relationships, and professional communication\.
- Mentored Advisory interns on technical best practices, firm\-wide standards, and project\-delivery excellence\.
- Designed a Federal Advisory training module for Federal Advisory interns across U\.S\. offices and future cohorts\.
- Developed and maintained dynamic Power BI financial dashboards for the Defense Logistics Agency, a roughly $40 billion government enterprise\.
- Wrote custom SQL queries against SAP financial modules to provide senior Defense Logistics Agency leadership with real\-time insight into production budgets and vendor performance\.
- Created a Power BI dashboard that enabled a client to prioritize more than $1 billion in unpaid\-invoice recovery\.
- Identified and recovered hundreds of millions of dollars in dormant funds through data\-driven insights\.
- Engineered Power Automate workflows for invoice ingestion and approval routing in the Defense Logistics Agency’s SAP environment, improving processing speed and accuracy for high transaction volumes\.
- Used SQL to validate data and reconcile discrepancies between the Defense Logistics Agency’s SAP system and external payment platforms\.
- Collaborated with cross\-functional Defense Logistics Agency teams to improve budget reviews through interactive Power BI reporting and data\-driven stakeholder communication\.
- Built Power BI dashboards from scratch with KPIs, visualizations, and ongoing maintenance\.
- Used SQL daily for data extraction, joining, validation, and cleansing, particularly across SAP tables\.
- Supported a health equity hackathon pitch by helping formulate the thesis and gather supporting research the team placed in the top three\.

## Experience

- **National Instructor at KPMG US** (2025–present) — \- Led National Intern Training for all Consulting Advisory Interns, overseeing the professional development of over 50 new hires\. \- Facilitated comprehensive training modules on project management, managing stakeholder relationships, and professional communication\. \- Mentored interns on technical best practices within Advisory, ensuring alignment with firm\-wide standards and project delivery excellence\. \- Designed a Federal Advisory module to tailor training content for Federal Advisory Interns, further improving the program for incoming and subsequent future cohorts of Federal Advisory Interns across all offices in the U\.S\.
- **Associate, Federal Advisory at KPMG US** (2022–present) — \- Developed and maintained dynamic financial dashboards in Power BI for the Defense Logistics Agency \(DLA\), a ~$40 billion\-dollar government enterprise\. Wrote custom SQL queries against SAP financial modules to provide senior leadership with real\-time insights into production budgets and vendor performance\. \- Engineered automated workflows using Power Automate to manage invoice ingestion and approval routing directly within the DLA's SAP environment, significantly improving processing speed and accuracy for a high volume of transactions\. \- Ensured data integrity across mission\-critical financial systems by using SQL to perform complex data validation and reconcile discrepancies between the DLA's core SAP system and external payment platforms\. \- Collaborated with cross\-functional DLA teams to improve the budget review process, leveraging interactive Power BI reports to facilitate data\-driven decision\-making and enhance communication with stakeholders\.
- **Business Development at Electo Analytics** (2021–2022)
- **Policy & Communications at U\.S\. House of Representatives** (2021–2021)
- **Market Research at toast aio** (2021–2021)
- **Policy at California State Senate** (2020–2020)

## Education

- Bachelor of Science \- BS, Business Administration — Cal Poly Pomona College of Business Administration, Singelyn Graduate School of Business
- Bachelor of Arts \(B\.A\.\), Minor in Political Science — California State Polytechnic University\-Pomona

## FAQ

### What does Bill do at KPMG US?

Bill is a National Instructor at KPMG US\. He leads National Intern Training for Consulting Advisory interns and has also worked on client\-facing analytics projects in KPMG’s Federal Advisory practice\.

### What has Bill accomplished as a National Instructor at KPMG US?

Bill led National Intern Training for all Consulting Advisory interns, overseeing the professional development of more than 50 new hires\. He facilitated training in project management, stakeholder relationship management, and professional communication, and mentored interns on Advisory technical best practices, firm\-wide standards, and project\-delivery excellence\. Bill also designed a Federal Advisory module to tailor the program for Federal Advisory interns across U\.S\. offices and future cohorts\.

### What did Bill do in KPMG US Federal Advisory?

As an Associate in Federal Advisory at KPMG US, Bill developed and maintained dynamic Power BI financial dashboards for the Defense Logistics Agency, a roughly $40 billion government enterprise\. He wrote custom SQL queries against SAP financial modules to give senior leaders real\-time visibility into production budgets and vendor performance\.

### What financial\-recovery impact has Bill delivered?

Bill created a Power BI dashboard that enabled a client to prioritize more than $1 billion in unpaid\-invoice recovery\. His data\-driven work has also identified and recovered hundreds of millions of dollars in dormant funds\.

### How has Bill used automation in his work?

Bill engineers automated workflows with Power Automate, including invoice\-ingestion and approval\-routing workflows within the Defense Logistics Agency’s SAP environment\. This work improved the speed and accuracy of processing a high volume of transactions\.

### How does Bill use SQL and SAP ERP?

Bill uses SQL daily for data extraction, joins, validation, and cleansing, particularly with SAP tables\. In Federal Advisory, he used SQL to validate data and reconcile discrepancies between the Defense Logistics Agency’s core SAP system and external payment platforms, helping protect data integrity across mission\-critical financial systems\.

### What is Bill’s experience with Power BI and Tableau?

Bill builds comprehensive Power BI dashboards from scratch, including KPIs, visuals, and ongoing maintenance\. He has used Power BI and Tableau daily for several years and uses interactive Power BI reports to support budget reviews, stakeholder communication, and data\-driven decisions\.

### How does Bill work with clients and stakeholders?

Bill drives stakeholder conversations and manages client relationships with end\-to\-end project ownership\. He collaborates with cross\-functional teams, including Defense Logistics Agency teams, to improve budget\-review processes and address evolving project needs through ongoing client collaboration\.

### What kind of team environment does Bill work in?

Bill works in a small\-team environment with multiple responsibilities\. He is experienced in both end\-to\-end ownership and deep technical work, and is flexible about contributing in either capacity\.

### What tools is Bill currently using and learning?

Bill uses Excel daily and uses Microsoft Access in his day\-to\-day work\. He is currently learning and incorporating Python and Power Automate\.

### What skills does Bill bring to his work?

Bill’s listed skills include Robotic Process Automation \(RPA\), DAX, Generative AI for Management, prompt engineering, project management, Tableau, Magnit, Microsoft Power BI, Microsoft Power Automate, Visual Basic for Applications \(VBA\), low\-code development, Power Fx, Indigov, Zendesk, SQL, SAP ERP, public speaking, leadership, fundraising, and public relations\.

### What experience does Bill have outside KPMG US?

Bill’s experience also includes Business Development at Electo Analytics, Policy & Communications at the U\.S\. House of Representatives, Market Research at toast aio, and Policy work at the California State Senate\.

### What is Bill’s educational background?

Bill earned a Bachelor of Science in Business Administration from the Cal Poly Pomona College of Business Administration, Singelyn Graduate School of Business\. He also earned a Bachelor of Arts in a Minor in Political Science from California State Polytechnic University\-Pomona\.

### What languages does Bill speak?

Bill speaks Mandarin, English, and French\.

### What certifications does Bill hold?

Bill holds certifications in Practical Application of Gen AI for Project Managers and Talking to AI: Prompt Engineering for Project Managers from the Project Management Institute Salesforce Certified Tableau Desktop Foundations, formerly the Tableau Desktop Specialist exam Microsoft Certified: Power Platform Fundamentals and Certified SAFe Agilist 6\.0\. He also holds OneTrust certifications in Consent & Preference Management, Cookie Consent, GRC, Privacy Rights Automation, Certified Privacy Professional, and ESG Professional, as well as LinkedIn’s Excel 2013 Essential Training\.

### What do references say about Bill?

Isabel Aldaba, a KPMG colleague who worked with Bill on the same account since August 2022, described him as resourceful, highly knowledgeable about firm and account policies, and quick to learn technical skills such as VBA and SQL\. She said he is a go\-to person for questions and guidance\. Isabel noted that Bill helped formulate the thesis and gather supporting research for a health equity hackathon pitch, contributing to their team placing in the top three\. She described him as collaborative on calls and effective independently, recommended him to other companies, and rated him 5 out of 5\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/bhyen

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