Senior Financial Operations Specialist

Greater Kansas City Community Foundation | Greater Horizons; Kansas City (MO); On-site; USD 65,000 - 85,000; Full time

Job summary

The Greater Kansas City Community Foundation | Greater Horizons is seeking a Senior Financial Operations Specialist to play a vital role in managing portfolio operations and supporting advisors. This position ensures accurate handling of investment data and provides high‑quality service experiences.

Ideal candidates will possess strong analytical skills and experience in portfolio operations, enabling them to manage complex workflows and maintain effective communication with stakeholders in a collaborative environment.

Qualifications

• Experience with portfolio operations, investment data, or advisor support.
• Ability to exercise independent judgment and manage complex workflows.

Responsibilities

• Provide operational leadership for portfolio operations and advisor services.
• Serve as an escalation point for operational and data-related issues.
• Oversee onboarding and ongoing operations of alternative investments.
• Ensure accuracy and integrity of portfolio and investment data.
• Collaborate with advisors, custodians, investment managers, and internal teams.

Skills

Strong financial, analytical, and operational skills

Experience with portfolio operations

Excellent communication and stakeholder relationship skills

Job description

The Senior Financial Operations Specialist plays a key role in portfolio operations, advisor services, and investment data management. This position ensures accurate, timely, and compliant handling of investment data while supporting a high‑quality, advisor‑focused service experience.

Responsibilities

• Provide operational leadership for portfolio operations and advisor services
• Serve as an escalation point for operational and data‑related issues
• Oversee onboarding and ongoing operations of alternative investments
• Ensure accuracy and integrity of portfolio and investment data
• Collaborate with advisors, custodians, investment managers, and internal teams

Qualifications

• Strong financial, analytical, and operational skills
• Experience with portfolio operations, investment data, or advisor support
• Ability to exercise independent judgment and manage complex workflows
• Excellent communication and stakeholder relationship skills

Why You’ll Love It Here

This is a role where you can truly see the impact of your work. You’ll partner across teams, work on initiatives that touch every corner of the organization, and be part of a collaborative, mission-driven environment that values accuracy, innovation, and continuous improvement.