Power Bi A Team

Tristen Smith

Clive, IA 515-***-**** ***************@*****.***

www.linkedin.com/in/tristenjsmith

Education

University of Iowa, BA Enterprise Leadership 2025

Major: Enterprise Leadership Certificate: International Business Adjacent Coursework

Entrepreneurial Finance

Managing the Growth Business

Advanced Business Planning

Entrepreneurship Business Consulting

• Led a team of 8 members in providing consulting services for a Cedar Rapids-based appraisal company, delivering strategic insights and solutions to enhance operational efficiency and accuracy

• Conducted four expert interviews with banking presidents from the local area, gathering valuable insights to inform strategic recommendations and industry analysis

• Conducted both primary and secondary research to perform a comprehensive competitive analysis, identifying market trends and opportunities for strategic growth

• Identified client goals and developed strategies to increase appraisals per year by 25%, aligning operational improvements with business growth objectives

• Organized and hosted weekly online consultations, monitoring performance metrics to track progress, address client needs, and ensure continuous improvement Experience

Abbott, Osborn, Jacobs PLC Suit Team: Rotational Intern Role 2022-2024

• Developed and implemented a 60-page standard operating procedures handbook (SOPs) for the firm, ensuring consistency, efficiency, and compliance across all operational processes

• Utilized CLS software to manage client accounts referencing 200+ accounts daily

• Utilized Courts Online to file legal suits across Iowa, Nebraska, and Missouri, ensuring timely and accurate submissions in compliance with state regulations

• Performed bulk confidential redactions more than 2,000 pages of lawsuits daily

• Critically analyzed and assembled over 50 lawsuits daily, providing suits directly to firm partners to sign off on

University of Iowa JPEC CEO of B-A-R & Program Intern 2022-2023

• Cut production costs by 60% ($120 to $48/unit), doubled production speed (4 hrs to 2 hrs/unit).

• Managed a $14,500 budget and fundraised $4,500 through pitching to over 30 investors, partnered with a brand generating $4K in revenue and delivered 8 rugs to a returning client, Increased profit margin per rug by $30; sold ~40 custom rugs at $250 average price ($10,000)

• Oversaw end-to-end operations, handled inventory, sourcing, financial records, and oversaw all production logistics

• Conducted 300+ street interviews, used Wix, Instagram (top converting), TikTok for acquisition

• Awarded “Best Retail Business” at Innovation Challenge (April 2023) and placed at Chicago pitch madness and outcompeted 30+ regional start-ups Hands Jewelers Salesmen 2022-2023

• Streamlined the record-keeping process by implementing Power BI’s AI tools to convert job sheet images into structured Excel data, significantly reducing manual data entry and improving efficiency in jewelry sales operations

• Drafted repair orders for over 30 customers weekly, ensuring accurate documentation and timely processing of jewelry service requests

• Created detail-oriented purchase orders and processed returns, handling over 50 units daily with a focus on accuracy and efficiency.

• Successfully closed multiple high-ticket sales ($20,000+), demonstrating strong product knowledge and consultative selling skills while using CAD software (computer aided design) HBS Plumbing New Home Construction Plumber 2021-2022

• Demonstrated strong understanding of building systems, blueprint interpretation, and adjacent industries, contributing to well-informed decision-making and cross-functional collaboration

• Collaborated directly with city inspectors and conducted on-site inspections to ensure compliance with local building codes and regulations

• Built and implemented systems for over 50 new homes, working closely with builders to ensure quality, efficiency, and adherence to project specifications

• Interpreted and applied city codes for six neighboring municipalities, ensuring projects met all local regulatory requirements and standards

Skills & abilities

• MS Word, MS PowerPoint, MS Power BI, MS Power Automate, MS Office, MS Teams, MS Excel, MS Sharepoint

• Adobe Software

• Market Research Competitive analysis

• Leadership Working in teams

• QuickBooks Sofware

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