HR Systems & Operations Analyst

Posted 4 Days Ago
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Great Falls, MT, USA
In-Office
Junior
Financial Services
The Role
Administers and supports HR technology platforms, including Workday and related systems. Develops reports, dashboards, and analytics; manages data loads, integrations, testing, system configurations, governance, documentation, and process improvements. Collaborates with IT, payroll, finance, vendors, and Human Capital stakeholders to maintain data integrity, improve efficiency, support HR business cycles, and protect sensitive employee information.
Summary Generated by Built In
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function: 
The HR Systems & Operations Analyst administers and supports core HR systems, data, reporting, and business processes. Working closely with IT, FP&A, Payroll, external vendors, and the broader Human Capital team, this role delivers reliable operational solutions that strengthen data integrity, streamline processes, and improve the user experience. The ideal candidate is a proactive, collaborative professional with strong business acumen, exceptional attention to detail, and a commitment to continuous improvement.

Qualifications:
•    A minimum of two (2) years of professional experience in application administration, business systems, data operations, or a comparable analyst role.
•    Experience administering multiple information systems, reporting tools, and user interfaces; experience with Workday or another HRIS (or equivalent enterprise level system) is strongly preferred.
•    Proficiency in Microsoft Office Suite, including advanced skills in Excel with the ability to analyze data using pivot tables, lookup functions, formulas, conditional formatting, and other data analysis techniques.
•    Technical proficiency with data flows, data mapping, and source tables.
•    Advanced problem solving and critical thinking skills, with strong detail orientation.
•    Excellent verbal and written communication skills.
•    Experience in creating dashboards or data visualizations is a plus. 
•    Ability to gather, understand, and document business requirements and processes.
•    Ability to manage multiple priorities and meet deadlines.
•    Ability to work both independently and collaboratively across different teams.
•    Ability to protect confidential information and exercise sound judgment when handling sensitive employee data.
•    Ability to maintain regular, predictable attendance. 

Duties:
•    Serve as subject matter expert to drive, administer, and support key HR technology platforms:
o    HRIS (Workday)
o    Performance management systems
o    Learning management systems
o    Applicant tracking systems
o    Volunteer portal
o    Other HR-related systems and tools (surveys, forms, eSignature, etc.)
•    Configure, develop and maintain custom reports, dashboards, and analytics to address business and stakeholder needs.
•    Analyze data outputs, resolve discrepancies, and ensure compliance with applicable policies and requirements when handling sensitive data. 
•    Prepare, test, validate, and execute data loads to and from various HR systems and third-party providers.
•    Collaborate with internal stakeholders and external vendors to maintain existing integrations and implement new system configurations.
•    Test system releases, platform upgrades, and deployment of new functionality; participate in user acceptance testing.
•    Evaluate HR processes and implement opportunities for automation, efficiency, stronger controls, and improved user experience.
•    Establish and maintain governance practices, including reviews, controls, process standards, and project intake procedures.
•    Maintain system documentation, procedures, and training materials.
•    Engage in ongoing training to build expertise and stay current on system and operational developments.
•    Provide systems and operational support for recurring HR business cycles and other departmental initiatives.
•    Assist with special projects as needed. 

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to: 
•    Medical, dental and vision
•    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
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets.  We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
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, sex, gender, gender expression, 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 job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Skills Required

  • At least two years of professional experience in application administration, business systems, data operations, or a comparable analyst role.
  • Experience administering multiple information systems, reporting tools, and user interfaces.
  • Experience with Workday, another HRIS, or an equivalent enterprise-level system.
  • Advanced Microsoft Excel skills, including pivot tables, lookup functions, formulas, conditional formatting, and data analysis techniques.
  • Technical proficiency with data flows, data mapping, and source tables.
  • Advanced problem-solving and critical-thinking skills with strong attention to detail.
  • Excellent verbal and written communication skills.
  • Experience creating dashboards or data visualizations.
  • Ability to gather, understand, and document business requirements and processes.
  • Ability to manage multiple priorities and meet deadlines.
  • Ability to work independently and collaboratively across teams.
  • Ability to protect confidential information and exercise sound judgment when handling sensitive employee data.
  • Ability to maintain regular, predictable attendance.

D.A. Davidson Companies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.

  • Equity Value & Accessibility Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
  • Retirement Support 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
  • Parental & Family Support Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.

D.A. Davidson Companies Insights

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The Company
HQ: Great Falls, MT
1,144 Employees
Year Founded: 1935

What We Do

At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.

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