administration
Resume:
DANIEL J. WILSON
Cambridge Ma *2138
*.******@***.***
EXPERIENCE
Beth Israel Deaconess Medical Center – Boston, MA
July – September 2022
• Provided phone and desk coverage and processed mail.
• Processed patient referrals
Ma Department of Public Health– Boston, MA
September 1 – 30 2021
Administrative Assistant
• Provided phone and desk coverage and processed mail.
Cambridge Health Alliance– Everett, MA
March -April 2021
Covid Screener
• Screened incoming clients.
Meduvi – Medford, MA
October 2020– February 2021
Administrative Assistant
• Provided phone coverage and processed mail.
Paysafe – Boston, MA
April 2019 – February 2020
Activation Specialist
• Activated credit card machines and payment platforms
Goji Insurance – Boston, MA
November 2017 – February 2018
Lead Qualifier
• Utilized consistent contact attempt process via phone to nurture and qualify lead opportunities
• Prospected, educated and qualified leads to create sales-ready opportunities
• Followed the established Goji pre-sales process and consistently use our CRM to document prospect interaction, ensuring efficient lead management
• Developed and maintain daily plans to maximize phone time, including pre-call planning, adhering to metrics and customized scripts based on prospect type
Friends of the Arava Institute - Newton, MA
May – July 2017
Staff Accountant
• Provided administrative support to the company.
• Purchased materials, supplies and equipment for the company.
• Performed accounting functions in QuickBooks
• Filed and organized financial papers and client folders.
• Provided phone coverage and processed mail.
• Assisted with and took on new projects as needed.
• Processed Accounts Payable in QuickBooks
CFS Realty - Roslindale, MA November 2016 – March 2017
Office Manager
• Provided administrative support to the company.
• Purchased materials, supplies and equipment for the company.
• Created a new client database using data from 5 desktop computers.
• Created a new file system for the company
• Filed and organized financial papers and client folders.
• Provided phone coverage and processed mail.
• Assisted with and took on new projects as needed.
• Composed new correspondence including court filings
Sunrun, Wilmington, MA September 2015 – May 2016 Project Planner
• I was responsible for leading the customer’s project from contract signing to electrical sign off.
• Planned, executed and managed the processes involved in moving the project forward.
• As the main point of contact for the customer, I was also responsible for the communication and experience of the customer’s journey through the project life cycle.
Next Step Living, Boston, MA March 2012 – August 2015
Solar Rating Analyst and Compliance Specialist
• Support Solar Operations by rating the opportunity for customers to install solar in their homes. This role is critical in advancing the company’s mission of helping as many customers as possible take action to reduce their energy costs.
• Use mapping software applications such as Oliver and Google Earth Pro, and Google Maps to rate the opportunity for our customers to install solar on their homes.
• Calculate roof size, azimuth, shading and other factors which affect suitability for solar panel emplacement
• Work with GIS analysts and other solar rating analysts to add to a database of qualified properties with opportunity to install solar systems with associated measurements and metrics
• High Level understanding of Solar Qualification
• Process, complete, and submit SREC Trade applications on customers’ behalf
• Other duties as assigned by Management
BU Study Abroad, Boston, MA July 2011 – November 2011
Finance Administrator (Contract)
• Reviewed monthly expense reports from more than twenty sites
• Posted journal vouchers to SAP
• Prepared and submitted reimbursement and wire transfer requests
• Reviewed and submitted travel and expense reports
• Assisted with and took on new projects as needed.
Second Wind, Somerville, MA
Office Support (Contract) November 2010 – June 2011
● Made travel arrangements and posted expense reports in Concur
● Provided administrative support including purchasing office supplies and calendar management
● Provided facilities management support
● Assisted CFO with new projects as needed.
Tufts Health Plan, Watertown MA June 2010 – September 2010
Account Coordinator (Temporary)
● Acted as inside service representative in support of Account Manager/Account Representative.
● Assisted and supported the Client Services area in all aspects of servicing and managing accounts as well as meeting needs of brokers.
● Solved problems to ensure outstanding service to all constituents (broker, consultants, clients, members) – claims, enrollment, premium billing, clinical, etc.
● Completed MSP reporting projects
• Edited quote sheets for MA & RI
• Took calls and referred callers to appropriate agents and / or departments.
• Completed insurance coverage verification project for over 1000 clients related to federal and state health care plans and reimbursement, using Visio and Excel and checking against listings on the Secretary of the Commonwealth’s Corporations website.
• Completed client verification project for over 1000 clients related to marketing and sales projects
Dana Farber Cancer Institute, Brookline, MA August 2009 – April 2010
Referral Specialist (Contract)
• Ran referral checks on Emdeon; ran patient insurance checks.
• Retrieved referrals from other facilities and obtained authorizations from insurers.
• Cleared legacy referrals from IDX Unix application; learned web based IDX and processed referrals in same
• Provided administrative support
Adcare Hospital, Quincy, MA April 2008 – April 2009
Office Manager
• Checked patients in and made appointments for same at substance clinic.
• Learned CPSI software; registered patients and ran ad hoc reports.
• Prepared and submitted patient billing.
• Monitored male patients' submission of urine samples.
• Maintained RevStat and Emdeon insurance checklists; ran patient insurance checks daily.
• Took referrals from other facilities and obtained daily reference authorizations.
• Provided administrative support.
• Assisted in the formulation of policies and procedures for administrative staff
Cavell America, Cambridge, MA April 2007 – April 2008
Administrative and Finance Associate
• Supported VP, Director of Finance and Staff Consul with administrative support
• Excel spreadsheets insurance settlements
• Travel arrangements
• Outlook calendar management
• Assisted with and took on new projects as needed.
MA Department of Employment & Training, Boston, MAQ October 2006 – April 2007
Administrative Assistant (Temporary)
• Provided administrative support to the company
• Assisted with and took on new projects as needed
Tufts-New England Medical Center, Boston, MA September 2006 – October 2006
Patient Service Coordinator (Temporary)
• Checked patients in and made appointments for same at obesity clinic
• Learned RC Gold billing software and applied knowledge thereof
• Provided administrative support
• Assisted with and took on new projects as needed
SAIC, Hanscom AFB, Concord, MA July 2006 – August 2006
Administrative Assistant (Temporary)
• Provided administrative support to the company.
• Assisted with and took on new projects as needed.
Unidine, Newton, MA March 2006
Administrative Assistant (Temporary)
• Filed and organized financial papers.
• Provided phone coverage and processed mail.
• Trained in ADP payroll application and Great Plains.
Emerald Development, Watertown, MA November 2005 – March 2006
Assistant Project Manager (Temporary)
• Provided administrative support to the President and VP
• Point of contact for site managers at the construction sites
• Purchased materials, supplies and equipment for the company.
• Posted transactions, made deposits, generated purchase orders and made notes in QuickBooks.
• Filed and organized financial papers.
• Provided phone coverage and processed mail.
• Made notes, entered group and individual contacts into Outlook.
• Interacted with and assisted site supervisors and project managers, from the office and onsite.
• Interacted and negotiated with vendors.
Maximum Security, Newton, MA February 2005 – April 2005
Office Manager (Temporary)
• Provided administrative support to the company.
• Purchased materials, supplies and equipment for the company.
• Posted transactions, made deposits, generated reports, memorized transactions, made notes, issued invoices, reconciled and balanced accounts in QuickBooks.
• Processed reimbursement requests.
• Filed and organized financial papers.
• Provided phone coverage and processed mail.
• Made notes, entered group and individual contacts into ACT! Database management.
• Maintained boss's AOL calendar and used AOL e-mail and Instant Messaging.
WiVID Systems, Boston, MA December 2004 – January 2005
Office Manager (Temporary)
• Provided administrative support to the company.
• Purchased materials, supplies and equipment for the company.
• Posted transactions, reconciled and balanced accounts with QuickBooks.
• Made travel arrangements.
• Designed and implemented timesheets and expense vouchers.
• Processed reimbursement requests.
• Filed and organized financial papers.
• Provided phone coverage and processed mail.
Cambridge Electronics, Somerville, MA July 2004 – August 2004
Office Manager (Temporary) 7/04 - 8/04
• Provided administrative support to the company.
• Purchased materials, supplies and equipment for the company.
• Posted transactions, made deposits, calculated payroll taxes, and issued invoices, reconciled and balanced accounts in DOS.
• Processed reimbursement requests.
• Filed and organized financial papers.
• Provided phone coverage and processed mail.
• Assisted with and took on new projects as needed.
Massachusetts Institute of Technology, Cambridge, MA May 2000 – April 2004
Computer Science and Artificial Intelligence Laboratory
Administrative Assistant
• Provided administrative support to the Networks and Mobile Systems and Software Design groups
• Prepared course materials, scheduled and catered meetings and resolved scheduling conflicts
• Purchased materials, supplies and equipment for the groups
• Reconciled accounts using SAP interface; made purchases on SAP Web
• Made repair calls; negotiated with contractors, service providers and vendors
• Interacted administratively with Controller’s Accounting and Procurement offices
• Coordinated travel for faculty and students
• Designed and published web pages and updates to group website
• Processed reimbursement requests for faculty and students
• Edited and prepared reports, proposals and manuscript
• Filed and organized financial, administrative and academic papers
• Provided phone coverage and processed mail
• Assisted with and took on new projects as needed
Libraries 1998-2000
Accounting Administrative Assistant
• Entered book and serial invoice data into computer database
• Processed book, serial and other miscellaneous invoices for payment
• Processed bookbinding invoices and input to commitment report
• Provided proof of payment and solved various invoice problems
• Monitored deposit accounts
• Produced journal transfer of invoice charges
• Produced monthly commitment report and related archive files
• Processed deposits of library funds and delivered to cashier’s office
• Supervised student staff
SOFTWARE/NETWORK/COMPUTER EXPERIENCE
• ADP,
• Great Plains,
• Windows XP, Word, WordPerfect, Excel,
• Lotus, Filemaker Pro, Netscape, Access, Dbase, Intrac, Eudora, Outlook, Alpha, Quattro Pro, Skyline, J.D. Edwards, SAP, GEAC Advance, Dreamweaver MX, Cygwin, Filezilla, LaTeX 2e, Fedora Linux, WinSCP, Kerberos, SecureCRT, QuickBooks, ACT!, CPSI, Visio, PeopleSoft, IDX, Concur, Time Assist, SalesForce, Oliver, Google Earth Pro
EDUCATION
Boston College – Bachelor of Arts in History, Cum Laude
Institute for European Studies, Vienna, Austria
Skills
Excellent verbal/written communication and listening skills
Strong organizational skills
High Proficiency in PowerPoint, Word, Excel
Able to prioritize workload to meet aggressive timelines
Ability to work independently, be adaptable, and exercise good judgement
Knowledge of Finance
I am applying for this position because I have worked diligently and energetically, and with innovation and distinction. I have worked in solar energy for the last four years.
At Sunrun, I have consistently placed in the top 10 nationwide for solar installations, cleared my task lists in a timely and efficient manner, and scored 9s and 10s in customer surveys, while keeping my customer touch points up to date.
At Next Step Living, I gained extensive experience with SalesForce, having used the application to rate over 35,000 homes for solar panel installation. I have also generated my own reports, which I and my team have used to re-rate houses and save many sales leads which had been deemed unsuitable in line with less sophisticated parameters than at the present time.
When I worked at Second Wind, I revamped safety procedures and aided several departments with their projects. I introduced the co-founder to Sketch Up, and he was delighted with the program. I revived a long dormant internal wiki, which was especially welcome to the engineering section, who used it to work on projects collaboratively and in real time. I scheduled and ran meetings with GoTo Meeting and made travel arrangements with Concur.
When I worked for the Elections Division of the Secretary of the Commonwealth's office, I aided with implementation of the Motor Voter legislation, working with several state offices to insure smooth transitions and proper functioning, and earning a certificate from the Secretary for my efforts.
I ran the Accounts Payable office at the Hahnemann Hospital in Brighton, MA. During my employment of nearly five years there, I restored the office to full functionality. Many accounts were in utter disarray and the vendors had no confidence in the institution, often threatening cessation of business and legal sanctions. I regained the faith and trust of every supplier, placing their accounts on payment schedules to which I adhered rigidly and consistently.
I am sure that I have the qualifications for this position and look forward to taking on the challenge. Thank you.
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