Summary
Overview
Work History
Education
Skills
Additional Information
Quote
Timeline
BusinessAnalyst
Jodi Larson

Jodi Larson

Business Owner

Summary

Results-driven business owner with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.

Overview

21
21
years of professional experience

Work History

Business Owner

CrossWinds Farms LLC
, Texas
02.2019 - Current
  • Budgeting and planning for business revenue goals.
  • Entered income and expense details into business databases to track purchases and address variances.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Prepared annual budgets with controls to prevent overages.
  • Collaborated with stakeholders to verify delivery of desired quality requirements to distributors.
  • Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.

Insurance Agency Owner

JBL Insurance Agency, Inc.
, Minnesota
08.2011 - 04.2013
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Created and monitored promotional approaches to increase sales and profit levels.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Employed prompt decision-making and in-depth research to resolve issues.

Business Owner

Excel Window Cleaning
, Minnesota
05.1998 - 07.2011
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Trained and coached new and existing employees to boost staff productivity.
  • Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Optimized team hiring, training and performance.
  • Entered income and expense details into business databases to track purchases and address variances.
  • Trained and motivated employees to perform daily business functions.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Introduced new methods, practices and systems to reduce turnaround time.
  • Created and monitored promotional approaches to increase sales and profit levels.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Achieved sales goals and increased revenue and profits through productive strategy development and organizational leadership.
  • Prepared annual budgets with controls to prevent overages.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
  • Consulted with customers to assess needs and propose optimal solutions.

Business Administration Assistant

Edina Public Schools
, Minnesota
09.1996 - 08.1999
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Compiled referendums and presented to school board and public.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed filing system, entered data and completed other clerical tasks.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Interacted with vendors to purchase and set up equipment and services.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Created and implemented standard operating procedures for records handling.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Transcribed and organized information to assist in preparing speeches and presentations.

Education

Associate of Applied Science - Office Information & Technology Specialist

Alexandria Technical College
Alexandria, MN

Skills

  • Incident Response
  • Effective Communicator and Public Speaker
  • Sales Planning
  • Verbal and Written Communication
  • Budgeting and Cost Control
  • Risk Mitigation and Management
  • Employee Motivation and Performance
  • Strategic Planning
  • Portfolio Management
  • Process Improvement
  • Customer Service
  • Leadership and People Development
  • Annual Planning
  • Integrity and Transparency
  • Public Speaking
  • Executive Leadership
  • Staff Management
  • Change and Growth Management
  • Issue Resolution
  • Work Planning and Prioritization
  • Team Leadership
  • Coaching and Mentoring
  • Project Oversight
  • Attention to Detail
  • Business Correspondence
  • Business Administration
  • Policy and Procedure Development
  • Business Management and Development
  • Sales Strategies
  • Regulatory Compliance
  • Office Systems Management
  • Customer Accounts Management
  • Professional Networking
  • Driven and Determined
  • Operations Start-Up
  • Quality Assurance
  • Adaptable and Flexible
  • Systems Organization
  • Intuit QuickBooks
  • Expectation Management
  • Thrive Under Pressure
  • Sales Growth
  • Systems Thinker
  • Proper Staffing
  • People and Culture
  • Human Resources Oversight
  • Negotiation and Persuasion

Additional Information

Currently have insurance license with 4 Lines. P&C and L&H.

Quote

In business, you're the Chief Salesman.Create a sense of demand, rather than waiting to have demand.
Barbara Corcoran

Timeline

Business Owner

CrossWinds Farms LLC
02.2019 - Current

Insurance Agency Owner

JBL Insurance Agency, Inc.
08.2011 - 04.2013

Business Owner

Excel Window Cleaning
05.1998 - 07.2011

Business Administration Assistant

Edina Public Schools
09.1996 - 08.1999

Associate of Applied Science - Office Information & Technology Specialist

Alexandria Technical College
Jodi LarsonBusiness Owner