IT Business Systems Specialist

Posted 4 Days Ago
Be an Early Applicant
8 Locations
In-Office
29-31 Hourly
Mid level
Financial Services
The Role
The IT Business Systems Specialist manages application maintenance for HRIS and ERP systems, oversees daily operations, and collaborates with business units to enhance platform efficiency and integration.
Summary Generated by Built In
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 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:
The position will manage and maintain an Application Maintenance and Support Model for our enterprise platforms including HRIS/HR platforms as well as ERP/financial systems such as Workday, Microsoft Dynamics GP, and other corporate applications. The employee will have a balanced focused on daily operations across these critical platforms that are used across multiple business units, as well as maturing our support models and 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 will report to DA Davidson IT but will work closely with the various business units to assist in projects and initiatives that provide efficiencies and further integration into the cloud strategy. This role will require extensive contact with senior management, external partners, and IT staff to identify opportunities, research upcoming releases and feature impacts across p

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 is required, preferably with direct experience administering HRIS/HR platforms (Workday) as well as ERP/financial systems (e.g., Microsoft Dynamics GP) and other corporate applications.
• Strong understanding of enterprise application support and integration concepts, including experience with 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 in an efficient manner.
• Proactive in identifying 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 escalate 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.

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
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $29.00 - $31.00 per hour. 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.

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 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.

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.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Top Skills

Microsoft Dynamics Gp
Workday
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The Company
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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