OMNI Human Resource Management

Finance and Operations Associate

Job ID
Health Forward Foundation
Job Location(s)
US-MO-Kansas City
Position Category


Health Forward Foundation Logo


“Every day, we work to support and build inclusive, powerful, and healthy communities characterized by racial equity and economically just systems.”  With this as our purpose and reason for being, Health Forward Foundation is building the future of our region by grasping the issues that cause disparate health outcomes at their roots.  Health Forward Foundation’s mission is to achieve health equity and secure a fair and just region through leadership, advocacy, and resources. Each year, Health Forward distributes close to $25 million in support of direct services and systems change for healthy people, community power, and equitable and just places. We support and partner with community-based and cross-sector organizations to improve health on all fronts, from providing vital health services, to working to advance safe and affordable housing, to amplifying the power that exists in our communities through civic engagement on matters that influence heath.


The Health Forward Foundation was created in 2003 with an original endowment of $440 million from the sale of Health Midwest, a nonprofit hospital system, to Hospital Corporation of America (HCA), a for-profit hospital management company. Health Forward’s service area encompasses Kansas City, Missouri, and Jackson, Cass, and Lafayette counties in Missouri, and Johnson, Wyandotte, and Allen counties in Kansas. Our history in these communities predates the foundation, as these were the places served by Health Midwest, which after the hospital’s sale evolved to form Health Forward. The foundation is governed by a 21-member board of directors and is managed by a professional staff of around 30 employees.


Health Forward is committed to the process and the outcome of equity, inclusion, and anti-racism in its investments in services and systems change, employment practices, talent management, investments, vendor selection, and governance. Health Forward views equity as a fundamental element of social justice and integral in our purpose and to our mission.



Health Forward is current hiring a full-time Finance and Operations Associate who will handle daily bookkeeping and administrative duties within a small finance and administration department. Duties will include accounts payable, credit card transactions, donation recordkeeping, and custodial banking investment cash transaction documentation. Additional duties will be varied across financial, administrative and operational functions requiring a high degree of flexibility.



  • Prepare documents for money manager capital calls for internal approval and communication with custodial bank.
  • CAC bookkeeping duties including recording and receipting donations and entering processed vendor payments.

Expense Management:

  • Accounts payable clerical duties including managing inbox and keep up with daily transaction entries in payment system, ensuring proper documentation and approval routing for all payments.
  • Monitor/manage daily transactions within credit card management system, working with associates to ensure timely collection of required support documents and routing of approvals.
  • Route grant payments for approval in payment system on a weekly basis. Update grant and contract payment records in Salesforce after payments are made.
  • Manage vendor contract document execution and ongoing tracking in Salesforce.
  • Assist with setup project and maintain vendor DEIB information collection and tracking in payment system.

Department Support:

  • Manage investment group email, downloading transactional documents, periodic statements, and updates to digital filing system on the network. Follow-up with other staff on necessary actions.
  • Annual update of all signatory lists for checking, custodial, and investment accounts as authorized signers change with turn-over of board members and staff.
  • Maintain operational reporting for department efficiencies (e.g. cash flow projections, risk management dashboards, investment reporting, etc).
  • Governance support and backup for preparation of meeting materials as well as meeting coordination and minutes.
  • Project support for finance, accounting, administration, and investment functions that may be directed by other department leads.
  • Assist with I.T. support, research, and projects as requested.



  • Bachelor’s degree in accounting or administration or work experience equivalent. Focus or experience working in the non-profit sector a plus.
  • Proficiency in Excel and MS Office Products.
  • Ability to perform detailed work with written or numerical data, and to make mathematical calculations accurately. High degree of accuracy and attention to detail required.
  • Ability to develop and maintain professional and administrative relationships necessary within a collegial environment.
  • Ability to work as a team member where differing viewpoints and give and take are expected and encouraged.
  • Ability to maintain appropriate confidentiality with access to sensitive payroll and other Foundation business.
  • Excellent written and verbal communications skills.
  • Value for and commitment to the Foundation and its mission.
  • Professional attitude and appearance appropriate for office standards and responsibilities.


Advocate for the mission of the Health Forward Foundation who embodies our stated values of Trust, Partnership, Learning, Stewardship, Equity, Inclusion and Anti-racism.



The anticipated hiring salary range for this non-exempt position is $47,200 - $59,000. The package will be determined by the experience level, credentials and personal characteristics of the candidate offered. Health Forward Foundation offers its employees a comprehensive benefits package including medical, dental, and vision insurance, a retirement plan, paid time off and a hybrid work environment.



Health Forward firmly supports the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, sexual orientation, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.


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