Fiscal Intermediary Associate

Salary

$17.14 - $20.00 /hr.

ESSENTIAL RESPONSIBILITIES

Activities include but are not limited to the following

Work with people we support and brokers to initiate and complete the self-direction process.

Explain all fiscal procedures and required waiver documentation to people we support and their families; such as the hiring and training of staff.

Provide the Self-Direction individuals with copies of all written policies and procedures.

Serve as a liaison between the person and their family, broker, and OPWDD.

Monitor the person’s budget utilization and perform monthly financial statement oversight, review utilization, communicate overages and trends to support broker providing ongoing review.

Provide quality assurance and administrative support working with individuals and their families.

Perform OPWDD and compliance reviews of Life Plans

Attend Life Plan meetings semi-annually representing the Fiscal Intermediary, assessing satisfaction of services and financial budget oversight.

Assist with record keeping, gathering required documentation for Community Hab/FI services, and providing follow up as needed.

Provide administrative support including data entry and entering information into CHOICES system

Completes all assignments in a timely manner.

Preparation of statistical data

Ensure compliance with all pertinent government and agency regulations and operating standards.

Ensure understanding of changes in the field

Establish a work environment that creates positive communication between supervisors and employees and assimilates new employees to the Agency’s culture, values and mission.

Performs other related duties as requested

EDUCATIONAL REQUIREMENTS/ QUALIFICATIONS/ EXPERIENCE

Bachelor’s Degree required

1 to 3 years of experience in related field.

Must have proficient verbal, written and interpersonal skills.

Intermediate knowledge of computer programs (Including all Windows program, Outlook, Adobe Acrobat, Internet Browser, Access, Word and Excel).

Must be able to understand and process financial reporting.

Must have a valid New York State driver’s license.

This position has regular and substantial unsupervised or unrestricted physical contact with individuals receiving services, therefore, is required by law to be fingerprinted for a criminal history record check under OPWDD (Office for People with Developmental Disabilities).

REQUIRED ABILITIES

• Must be able to maintain focus in a very busy work environment.
• Must be able to manage time independently, adhering to all deadlines including unexpected demands for information and/or additional assignments.
• Must have professionalism in all decision making.
• Use of good judgment based on regulatory and quality standards is required.
• Maintain professional boundaries and confidentiality.
• Regularly attend scheduled shifts and meetings, being punctual.
• When reporting for duty, meetings, or trainings be in a condition suitable for assuming responsibilities of the position.
• Exercise tact, discretion and judgment in working with a variety of people.
• Legible handwriting.