William Glen Cummins II San Diego, CA 619-***-****

adz814@r.postjobfree.com

linkedin.com/in/William-glen-cummins-ii-62494118a

Adept Accounting & Finance Leader

15+ years of progressive expertise leading organizations to financial success. Results-focused, trusted finance executive with demonstrated experience as a senior-level decision maker. Adept at providing strategic financial insight while enforcing federal and state regulatory compliance. Demonstrated experience overseeing all routine financial functions and reporting while developing and implementing effective initiatives, policies, and improved processes to enhance business operations, uncover savings, optimize time, and drive financial growth. History of proactively identifying and resolving potential problems while ensuring strict accuracy of all financial information. Highlights of Expertise

Financial Management Strategic Planning & Execution Policy & Procedure Development Budgeting & Data Analysis Executive Reporting & Risk Management Forecasting Presentation

Internal Audits / Tax Review Regulatory Compliance / GAAP Team Leadership & Mentoring Career Experience

Borrego Community Health Foundation

Chief Financial Officer/ Controller (Jul 2022 – Jan 2023)

• Perform day-to-day administration to create, analyze, present monthly financial statements utilizing federal regulation to Board of Directors using the current $127M annual budget.

• Generated and submitted timely regulatory reports

• Coordinate with outside agencies for audit completion – DHCS (Department of Health Care Services – California), HRSA (Health Resources and Services Administration – Federal), Local CPA Firm – annual Financial Audit

Self-Employed

Tax Preparation (2019 – Present)

Using Lacerte Tax Software, Excel, and Word programs; complete and review annual Tax Planning and Tax Returns including:

• Individual Tax – 1040-EZ, 1040, 1040 -Sched. A & C

• Corporation Tax – 1120, 1120C & 1120S

• Non-Profit Tax – Form 990 – Return of Organization Exempt from Income Tax

• Extension Forms – Individual-4848, Business-7004

• Individual Tax Planning

Imperial Beach Community Clinic, Inc. Imperial Beach, CA Chief Financial Officer (CFO) (2006 – 2019)

• Established and launched first in-house Accounting Department ($6M budget), with outside accountants QuickBooks to Great Plains Dynamic creating improved accounting functions

• Performed day-to-day administration to create, analyze, present monthly financial statements, updates to financial policies & reviewed annual independent audit results utilizing federal regulation to Board of Directors

• Generated and submitted timely regulatory reports – Quarterly & annual HRSA/FQHC 330 Grant (2m annually), Medicare Cost Report (1.5M annually) UDS report - Financial & Statistics through Reconciliation of Accrual to Cash method & Fiscal to Calendar Year

• Through expert Administration calculated and prepared periodic budgets increasing the corporation from $6M to $13M budget, growing from 1 to 2 clinic locations Continued…

William Glen Cummins II Page 2

• Directed 17 Accounting & Finance, Billing, IT, and Reception staff members while enforcing strict adherence to regulatory standards, including GAAP

• Reduced overtime and payroll costs through comprehensive analysis identifying excess overtime costs – resulting in a 5% or 250k reduction in payroll and payroll taxes annually

• Lowered time to pay vendor invoices by enacting streamlined processes that enabled payment of invoices as they arrived, often resulting in vendor discounts of 1 – 3% or 1k – 3k per 100k

• Achieved error-free results for financial sections during the Health and Health Resources and Services Administration federal site visit for FQHC 330 Health Center Grant

• Received unqualified opinion for 12 consecutive annual Financial Statement and A-133 Audit

• Completed annual Medicare Cost Report using software approved by Centers for Medicare & Medicaid Services, a Federal Agency 1.5M annually

ista North America, San Diego, CA

Accounting Supervisor (2005 – 2006)

• Integral to accounting department operations, serving as ACCPAC accounting software administrator.

• Oversaw and trained Senior Accountants

• Prepared and reviewed monthly financial statements and journal entries for all departments.

• Reconciled monthly inventory reports and trust accounts

• Assisted with seamless implementation of internal SOP 98-1 compliant software by reviewing and authenticating employee and consultant timesheets Grice Lund and Tarkington LLP, Carlsbad, CA

Auditor/Tax Preparer (2004 – 2005)

Completed disclosure audits, reviews, and compilations in adherence to regulatory GAAP and SOX standards. Prepared tax returns for individuals, corporations, partnerships, and non-profits. Partnered with financial brokers to develop and deliver accurate investment presentations. Verified accuracy of client financial statements. Consistently liaised with clients to ensure satisfaction. Education & Credentials

Bachelor of Science in Accounting - University of Phoenix Certified Public Accountant - California License, inactive Affiliations - prior

Finance Committee Chair, Health Center Partners of Southern California (HCP) Finance Committee Voice, Integrated Health Partners (IHP) Liaison, Imperial Beach Community Clinic and Amos Investments, Inc. California Society of Certified Public Accountants / American Institute of Certified Public Accountants