Adair Roark
Finance & Marketing Director at LORD BERKELEY CONSERVATION TRUST- Claim this Profile
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Bio
Experience
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LORD BERKELEY CONSERVATION TRUST
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United States
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Non-profit Organizations
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1 - 100 Employee
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Finance & Marketing Director
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Jan 2017 - Present
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A.T. LOCKE, PC
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United States
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Accounting
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1 - 100 Employee
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Accounting Analyst
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Jul 2007 - May 2016
Service privately owned companies in a variety of industries ranging in a sales volume of $100,000 to $12M. Services included: monthly closing, financial statement preparation and reporting, payroll processing and payroll tax filings, sales tax filings, coordination of annual tax filings with tax preparer, loan preparation and proposal, and budget preparation. Work with business owners to translate their financial data into useful information to make informed business decisions by creating and implementing key reports and metrics to measure business performance and areas for improvement. Develop, maintain and grow relationships with new and current clients, maintaining high retention. Show less
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Angela Adams Consulting Services
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United States
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Insurance
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1 - 100 Employee
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Account Manager
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Feb 2014 - May 2015
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Business Consultant
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Food and Beverage Services
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1 - 100 Employee
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Business Consultant
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Jan 2006 - Jul 2007
Contract work and marketing for local insurance agencies and realtor. Managed agency daily tasks when agent out of office Developed marketing plan for local insurance agency to include print, billboard, radio, and bulk mail advertising. Developed Access database of customers to scrub against cold leads. Developed marketing pieces for local realtor to include custom brochures for new listings and bulk mail program Contract work and marketing for local insurance agencies and realtor. Managed agency daily tasks when agent out of office Developed marketing plan for local insurance agency to include print, billboard, radio, and bulk mail advertising. Developed Access database of customers to scrub against cold leads. Developed marketing pieces for local realtor to include custom brochures for new listings and bulk mail program
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The Roark Agency
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United States
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Insurance
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Agent / Owner
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Oct 2003 - Oct 2005
Established and developed a successful insurance agency specializing in multi-line insurance and investment products. Supervised and mentored administrative and sales staff. Maintained full P&L, risk management, payroll, and advertising responsibilities. Realized a steady business growth and consistently qualified for incentive plans and awards. Achieved sales success through an informational, knowledgeable sales approach, and a focus on customer satisfaction, striving to “educate” the consumer, and building positive professional relationships through strong interpersonal skills Show less
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GE
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Brazil
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Engineering Services
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1 - 100 Employee
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Material Resource Planner & Buyer
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Aug 2001 - Aug 2003
Purchased materials, including consignment material, for use in the production of gas turbines. Proactively managed a global vendor base and tracked items to ensure on time delivery of material while achieving record inventory turns. Negotiated yearly pricing agreements on multiple commodities. Lead cross-functional first piece qualification teams consisting of manufacturing, engineering, and sourcing representatives Facilitated online bidding for yearly demand agreements. Purchased materials, including consignment material, for use in the production of gas turbines. Proactively managed a global vendor base and tracked items to ensure on time delivery of material while achieving record inventory turns. Negotiated yearly pricing agreements on multiple commodities. Lead cross-functional first piece qualification teams consisting of manufacturing, engineering, and sourcing representatives Facilitated online bidding for yearly demand agreements.
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Honeywell Aerospace
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Aviation and Aerospace Component Manufacturing
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1 - 100 Employee
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Finance Co-op
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Jan 1999 - Aug 2000
Implemented time and attendance and labor tracking system. Trained Payroll Specialist. Developed accounts payable, accounts receivable, and payroll procedures. Assisted Controller and Financial Analysts. Developed plant overhead rates by manufacturing cell. Implemented time and attendance and labor tracking system. Trained Payroll Specialist. Developed accounts payable, accounts receivable, and payroll procedures. Assisted Controller and Financial Analysts. Developed plant overhead rates by manufacturing cell.
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Education
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Clemson University
B.S., Industrial Management