IT Business Systems Specialist

Information Technology Specialist

Base pay range: $29.00/hr - $31.00/hr

D.A. Davidson Companies is an independent, employee‑owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business with the highest standards of integrity and ethics, delivering outstanding service to our clients, and supporting a friendly, open, and supportive culture. We value candid communication and productive engagement that helps each of us succeed. In addition to strengthening our clients’ financial well‑being, we give back to local communities and consider this a core value. Learn more about our culture and impact in our latest annual report.

Summary

The position will manage and maintain an Application Maintenance and Support Model for our enterprise platforms, including HRIS/HR platforms and ERP/financial systems such as Workday, Microsoft Dynamics GP, and other corporate applications. The employee will balance daily operations across these critical platforms used across multiple business units, while maturing support models and developing application roadmaps. Daily operational oversight will include incident management, user provisioning and maintenance, audit assistance, and reporting of issues and enhancements to IT Management teams. The position reports to DA Davidson IT but works closely with the various business units to assist in projects and initiatives that provide efficiencies and further integration into the cloud strategy. This role requires extensive contact with senior management, external partners, and IT staff to identify opportunities, research upcoming releases, and evaluate feature impacts across platforms.

Qualifications

• Bachelor’s degree in information systems, Computer Science, or a related field; or an equivalent combination of education and experience.
• ITIL v4 Foundations certification within one (1) year of hire date. Training and materials will be provided.
• Several years of experience supporting enterprise business applications in a mid‑sized or large organization, preferably with direct experience administering HRIS/HR platforms (Workday) and ERP/financial systems (e.g., Microsoft Dynamics GP) and other corporate applications.
• Strong understanding of enterprise application support and integration concepts, including data workflows or integrations between systems.
• Ability to interpret and create technical documentation and business process workflows.
• Familiarity with Workday (or similar HRIS) configuration and security setup, and with Dynamics GP (or similar ERP) administration is highly desired.
• Solid knowledge of application security best practices – able to manage user roles, permissions, and segregation of duties within enterprise systems.
• Awareness of data privacy and compliance requirements when handling HR and finance data.
• Experience conducting or supporting audit processes for system access or data accuracy is beneficial.
• Demonstrated ability to troubleshoot complex issues across multiple systems and find root causes efficiently.
• Proactive identification of system risks or inefficiencies and adept at researching and implementing solutions or workarounds.
• Excellent communication skills, both written and verbal.
• Capable of translating technical information into business‑friendly language.
• Proven ability to work collaboratively with cross‑functional teams.
• High degree of self‑motivation and ability to work independently with minimal supervision.
• Strong organizational skills and attention to detail, especially when managing system changes or simultaneous projects.
• Able to adapt quickly to changing priorities or regulatory requirements in the corporate environment.

Duties

• Monitor and communicate upcoming changes to enterprise platforms, ensuring stakeholders are informed and prepared.
• Collaborate with IT Risk teams to implement and maintain role‑based access controls (RBAC), including automation of entitlement management.
• Develop and maintain technical documentation, highlighting integration points and infrastructure dependencies.
• Identify and participate in relevant communities, workshops, and training to stay ahead of platform trends and updates.
• Coordinate with IT and vendors to manage major incidents and ensure timely resolution across supported platforms.
• Lead efforts to maintain daily operational continuity and system stability, supporting the IT Service Desk with issue resolution guidance.
• Define and enforce service level agreements (SLAs) in partnership with end users to set expectations for problem resolution.
• Partner with business units to implement platform changes and enhancements that support daily operations and strategic goals.
• Create and manage application roadmaps for Workday, Dynamics GP, and ATS systems, aligning with organizational priorities.
• Maintain training materials and procedural documentation to support platform usage and administration.
• Evaluate and recommend updates to policies and procedures, especially in anticipation of business growth or expansion.
• Support regulatory audits and legal requests by providing relevant system data and documentation.
• Represent IT in firm‑wide initiatives and projects related to core platforms.
• Facilitate regular meetings with business leaders to resolve and escalates issues and drive platform improvements.
• Participate in vendor‑led training and conferences to gather insights and identify potential impacts to enterprise platforms.
• Apply project management and Agile‑Scrum methodologies to guide platform‑related initiatives.
• Establish and uphold change management and quality assurance standards across supported systems.
• Develop and maintain quality assurance materials and actively participate in testing activities.
• Perform other related duties as assigned.

Benefits

• Medical, Dental and Vision coverage.
• Company 401(k) and ESOP contribution.
• Generous sick, vacation, and maternity/parental leave.
• Paid holidays.
• Professional Development Opportunities.
• Tuition Reimbursement ($15,000 lifetime cap).
• Discounted personal insurance, including home, auto, and recreational vehicles.
• Charitable gift‑matching program.
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

We are an equal‑opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

California applicants please see D.A. Davidson’s California Resident Privacy Policy.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.