Cameron Cummings Email & Phone Number

San Diego, California, United States

• Partner with Product Management and Sales teams to develop segmentation strategies with the goal of delivering the right message to the right client at the right frequency.• Deep analysis of sales and other activity trends to recommend proactive outreach and messaging to clients.• Analyze usage trends of different investment products and platforms to influence product management strategies.• Experience in managing data infrastructure projects and interfacing with the technology organization.• Conduct ad-hoc analyses as appropriate to support priority business projects; Respond in a timely manner to ad hoc questions from executives.• Collaborate and build effective relationships with business partners across the company.• Ability to think independently, creatively problem solve, and connect various thoughts, observations, and results into innovative solutions.• Balance in managing upward, laterally, and downward across the organization in order to maximize the value of the firm’s business capabilities.• Ability to connect outside (industry and competitors) observations with views of the LPL Business.

Greater San Diego Area

• Management of Insurance Commissions team, including technical training, goal setting and management of workload. • Create and maintain an Access Database used for corporate reporting, pricing analysis, ad-hoc projects and budgeting • Developed a product profitability model to analyze the company product lines in order to identify potential revenue opportunities• Compile and analyze key performance indicators to elucidate internal market trends• Incorporate prior analysis in collaboration with upper management to target risks and opportunities• Primary point of contact for all internal and external financial inquiries related to insurance production• Project lead for strategic growth initiatives by ensuring all tactical action items are being accomplished in an accurate and timely manner• Responsible for establishing and maintaining carrier relations with the Insurance team as well as the LPL corporate entity• Solid business acumen demonstrated by: the ability to meet tight deadlines, manage high volume processes, maintain knowledge of commission and financial reporting technology as well as supporting carrier relations

Greater San Diego Area

• Solely responsible for budget and forecast variance analysis of direct expenses across 20 departments in excess of an aggregate of $50 million • Produce and present monthly financial reporting for executive management• Create and maintain an Access Database for the Institutional Channel used for corporate reporting, pricing analysis, ad-hoc projects and budgeting• Create and present various ad-hoc revenue and expense analyses used for business management decisions by executives• Own implementation and post-implementation of various division integrations from a Finance perspective. Includes working as a connection between business units, internal & external accounting, human resources and managing all tracking and reporting of financial results• Gather of sales, assets and metrics information from numerous disparate sources and systems and distribute of findings in a clear and concise manner to executive management• Partner with business leaders to provide support for budget management and financial modeling for a wide range of projects

Greater Los Angeles Area

• Perform transaction processing in LMSi/Oracle for consumer products license agreements for the domestic and international markets while ensuring that licensees comply with standard royalty reporting requirements• Construct cash reconciliations between SAP/Oracle databases on a monthly basis to comply with Sarbanes-Oxley requirements• Prepare quarterly closing of books which ensure that cash and royalty postings are current and contract licensees for estimates to support the quarterly revenue accrual• Liaise with credit department to resolve issues related to outstanding receivables/past due royalty reports• Prepare commission statements for regional and agent license agreements• Perform general ledger/journal entries to reclassify cash receipt activity to proper accounts on a daily basis• Responsible for the preparation of participation statements based on contractual agreements• Compile and analyze financial information

Ba, Business Economics

Education record