Moss Adams

Sales

• Assist with building architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications
• Install and configure proprietary applications as needed
• Comprehend defined appropriate data model and system architecture from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
• Draft written recommendations, outlining multiple solution designs and considerations for each
• Discuss data model considerations internally and with clients

Salesforce Consulting Staff

• Assist with building architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications as needed
• Comprehend defined appropriate data model and system architecture from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
• Draft written recommendations, outlining multiple solution designs and considerations for each.
• Discuss data model considerations internally and with clients

Salesforce Consultant

Project Manager

• Lead prevailing wage and apprenticeship engagements within the renewable energy sector as the project manager.
• Facilitate meetings with clients and contractors, train stakeholders on PWA requirements, address process and technical inquiries, and provide hands-on support throughout the project lifecycle.
• Obtain, organize, and manage documentation obtained from clients and contractors.
• Conduct tax research on Internal Revenue Code sections, tax regulations, and Department of Labor guidelines (including Davis – Bacon Act).
• Utilize interpersonal communication skills to build and manage strong relationships with Moss Adams colleagues and clients.
• Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement.
• Support project staff in day-to-day service delivery.
• Draft technical reports, memoranda, and correspondence.
• Support audit defense efforts with taxing authorities.
• Mentor and guide staff and senior team members

Prevailing Wage and Apprenticeship (PWA) Project Manager - Remote

• Assist the project manager on prevailing wage and apprenticeship engagements within the renewable energy sector.
• Participate in meetings with clients and contractors, train stakeholders on PWA requirements, address process and technical inquiries, and provide hands-on support throughout the project lifecycle.
• Obtain, organize, and manage documentation obtained from clients and contractors.
• Conduct tax research on Internal Revenue Code sections, tax regulations, and Department of Labor guidelines (including Davis–Bacon Act).
• Utilize interpersonal communication skills to build and strong relationships with Moss Adams colleagues and clients.
• Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement.
• Support project staff in day-to-day service delivery.
• Draft technical reports, memoranda, and correspondence.
• Support audit defense efforts with taxing authorities.
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firmwide learning and development programs.

Prevailing Wage and Apprenticeship (PWA) Project Management Senior

• Assist the project manager on prevailing wage and apprenticeship engagements within the renewable energy sector.
• Participate in meetings with clients and contractors, train stakeholders on PWA requirements, address process and technical inquiries, and provide hands-on support throughout the project lifecycle.
• Obtain, organize, and manage documentation obtained from clients and contractors.
• Conduct tax research on Internal Revenue Code sections, tax regulations, and Department of Labor guidelines (including Davis – Bacon Act).
• Utilize interpersonal communication skills to build and strong relationships with Moss Adams colleagues and clients.
• Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement.
• Support project staff in day-to-day service delivery.
• Draft technical reports, memoranda, and correspondence.
• Support audit defense efforts with taxing authorities.
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firmwide learning and development programs.

• Lead prevailing wage and apprenticeship engagements within the renewable energy sector as the project manager.
• Facilitate meetings with clients and contractors, train stakeholders on PWA requirements, address process and technical inquiries, and provide hands-on support throughout the project lifecycle.
• Obtain, organize, and manage documentation obtained from clients and contractors.
• Conduct tax research on Internal Revenue Code sections, tax regulations, and Department of Labor guidelines (including Davis – Bacon Act).
• Utilize interpersonal communication skills to build and manage strong relationships with Moss Adams colleagues and clients.
• Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement.
• Support project staff in day-to-day service delivery.
• Draft technical reports, memoranda, and correspondence.
• Support audit defense efforts with taxing authorities.
• Mentor and guide staff and senior team members.