1. DANIEL J. WILSON
15 Dartmouth Street #3 | Somerville, MA 02145-3833
(H) 617-666-1809 | (C) 617-501-1282 | d.wilson@rcn.com
SUMMARY OF QUALIFICATIONS
● Strong technical skills in computing and finance
● Willingness and interest in learning new software and networking programs
● Varied and extensive experience in administrative practices
● Ability to synthesize information and develop comprehensive databases
● Experience supporting C level executives
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!, AOL, AOL Instant Messaging , CPSI, Visio, PeopleSoft, IDX, Concur, Time Assist, SalesForce, Oliver, Google Earth Pro
EMPLOYMENT HISTORY
Sunrun, Wilmington, MA
Project Planner 9/8/15 – 5/24/16
I was responsible for leading the customer’s project from contract signing to electrical sign off. This includes planning, execution and managing the
processes involved in moving the project forward. As the main point of contact for the customer, I am also responsible for the communication and
experience of the customer’s journey through the project life cycle.
Next Step Living, Boston, MA
Solar Rating Analyst and Compliance Specialist 3/13/12- 8/31/15
Supported 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.
• Used 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
• Worked 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
• Processed, completed, and submitted SREC Trade applications on customers’ behalf
• Other duties as assigned by Management
BU Study Abroad, Boston, MA
Finance Administrator (Contract) 7/25/11 – 9/14/11
• 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
Executive Assistant / Office Manager 11/15/10-6/29/11
● Made travel arrangements and posted expense reports in Concur
● Provided administrative support including purchasing office supplies and calendar management
● Provided facilities management support
● Directly supported the President, Vice President, Director of Engineering and CFO.
Tufts Health Plan, Watertown MA
Account Coordinator (Temporary) 6/8/10–9/17/10
● 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
2. Dana Farber Cancer Institute, Brookline, MA
Referral Specialist (Contract) 8/09 – 04/10
● 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
Office Manager 4/08-4/09
● 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
Executive Assistant/ Administrative and Finance Associate 4/07-4/08
● Supported VP, Director of Finance and Staff Consul
● Excel spreadsheets insurance settlements
● Travel arrangements
● Outlook calendar management
● Assisted with and took on new projects as needed.
MA Department of Employment & Training, Boston, MA
Administrative Assistant (Temporary) 10/06-4/07
● Provided administrative support to the company
● Assisted with and took on new projects as needed
Tufts-New England Medical Center, Boston, MA
Patient Service Coordinator (Temporary) 9/06-10/06
● 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
Administrative Assistant (Temporary) 7/06 - 8/06
● Provided administrative support to the company.
● Assisted with and took on new projects as needed.
Unidine, Newton, MA
Administrative Assistant (Temporary) 3/06-7/06
● Filed and organized financial papers.
● Provided phone coverage and processed mail.
● Trained in ADP payroll application and Great Plains.
Emerald Development, Watertown, MA
Executive Assistant / Project Manager (Temporary) 11/05 - 3/06
● Provided 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.
3. Maximum Security, Newton, MA
Office Manager (Temporary) 2/05-4/05
● 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
Office Manager (Temporary) 12/04 - 1/05
● 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
Executive Assisant / Office Manager (Temporary) 7/04 - 8/04
● Provided administrative support to the president
● 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
Computer Science and Artificial Intelligence Laboratory
Executive Administrative Assistant
5/00 – 4/04
● Provided administrative support to the Networks and Mobile Systems and Software Design groups
● Supported the laboratory director
● 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
Accounting Administrative Assistant 1998-
2000
● 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
4. ● Produced monthly commitment report and related archive files
● Processed deposits of library funds and delivered to cashier’s office
● Supervised student staff
EDUCATION
Boston College – Bachelor of Arts in History, Cum laude
Institute for European Studies, Vienna, Austria