FISCAL INTERMEDIARY ASSOCIATE

Citizen Advocates, Inc.•Malone, NY

3d•$16 - $22

About The Position

The Fiscal Intermediary Associate is responsible for administering Fiscal Intermediary services and assisting with program growth. The Fiscal Intermediary Associate assists people with I/DD and their families in utilizing Self-Directed Services and ensures all services are as individualized as possible. The Fiscal Intermediary Associate maintains a comprehensive understanding/knowledge base of the Self-Directed program/models, including regulations and day-to-day operations. Reports directly to the Self-Direction Manager.

Requirements

Excellent communication and computer skills.
Associates Degree in Human Services or in Business/Accounting with 1 years’ experience in a Human Services Position.

Responsibilities

Administering Self-Directed Services.
Provides Fiscal Intermediary services in the Self-Direction Program
Maintains a professional relationship with Support Brokers, Participants/Families, Care Managers and members of participant’s Circle of Support
Ensures processing of paperwork, Life Plans and Staff Action Plans are completed in a timely manner and follows Self-Direction regulations and guidance
Works with Brokers to develop and/or amend budgets based on the wishes of the Participant and their Circle of Support
Acts as a liaison with the DDRO to ensure Self-Direction budgets are approved, as needed.
Launches Self-Directed plans in a timely manner, upon budget and Life Plan approval
Assists Self-Hired Staff with the hiring process and provides training on the service provision and electronic software
Utilizes the electronic software for document retention and documenting purposes
Follows all agency policies and procedures in regards to incident reporting
Maintains caseload as assigned by Self-Direction Manager
Other duties as assigned by Self-Direction Manager
Completes and maintains training requirements as a Support Broker
Participates in trade organizations’ news groups, conferences, and trainings
Maintains a good understanding of Person-Centered Planning and Personal Outcome Measures
Maintains a good working relationship with DDRO
Assists Self-Direction Manager with ensuring program is following regulatory requirements and being prepared for external/internal reviews.
Performs OPWDD and agency compliance reviews of Life Plans, Staff Action Plans and other regulatory paperwork.
Stays up to date on policies, procedures, and regulations
Works closely and collaboratively with the Self-Direction Billing Specialist and Self-Direction Manager to ensure billing is timely and all required elements are present
Monitors spending of Participant’s budgets to ensure that agency resources are fully recouped within the appropriate billing period
Monitors Participants budget utilization, communicates overages and trends to the Support Broker, providing ongoing review
Attends Life Plan and Circle of Support meetings, as needed, to ensure the success of Self-Directed plans
Communicates with participants when questions arise regarding their plans
Evaluates and reviews Staff Action Plans to ensure they meet participant’s needs