IT Business Systems Specialist

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.

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 focus 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 platforms.

• 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‑size 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.

• 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…