Derek Jacobi: in Orange, CA

·Forecasted and analyzed transactions with recovery potential. ·Assumed leadership on projects – answered client questions, delegated tasks to team members and reviewed their work. ·Reviewed large accounts payable databases, tax returns, invoices and other relevant financial documents to provide valuable tax recovery to clients. ·Performed product, tax (laws and statutes) and industry research to arrive at conclusions. ·Prepared persuasive arguments, both legal and factual, to lead taxing jurisdictions to agree with my conclusions and provide clients with refunds. ·Provided high quality deliverables that added value to client organizations.

·Analyzed and integrated large databases, patient information, and eligibility results without losing the integrity of the data to provide maximum Medicare reimbursement for hospitals and hospital systems. ·Analyzed hospital cost data to prepare Cost Reports for Medicare and wage index reviews. ·Researched regulations and updates to ensure clients had the most current information.

·Performed process improvements by system testing and suggesting enhancements to AIA’s relevant business process software. ·Improved and developed reports, both financial in nature and related to the operations of the company, using Microsoft SQL Reporting Services. ·Created ad hoc reports containing key metrics and financial information used both internally and by customers.