FISCAL INTERMEDIARY ASSOCIATE

Citizen Advocates, Inc.•Malone, NY

2d•$19 - $25

About The Position

The Fiscal Intermediary Associate administers Fiscal Intermediary services and assists with program growth. The role supports people with I/DD and their families in using Self-Directed Services and helps ensure services are individualized. It requires maintaining a comprehensive understanding of the Self-Directed program and models, including regulations and day-to-day operations. The position reports directly to the Self-Direction Manager. The Associate administers Self-Directed plans, supports participants, families, Support Brokers, Care Managers, and other members of participants’ Circles of Support, and coordinates required paperwork, budgets, approvals, plan launches, staff hiring support, and electronic records. The role also supports regulatory compliance, program reviews, billing and budget accountability, and the ongoing individualization of services. This is a full-time, 40-hour-per-week position, generally Monday through Friday, 8:00 a.m. to 4:30 p.m. Hours and schedules may vary according to company and participant needs. Travel to participant-selected meeting locations and occasional training travel may be necessary; mileage is reimbursed at the agency rate. Employment is at will.

Requirements

Associate degree in Human Services or in Business/Accounting.
One year of experience in a Human Services position.
Excellent communication skills.
Excellent computer skills.

Responsibilities

Provide Fiscal Intermediary services in the Self-Direction Program.
Maintain professional relationships with Support Brokers, participants and families, Care Managers, and members of participants’ Circles of Support.
Ensure paperwork, Life Plans, and Staff Action Plans are completed promptly and in accordance with Self-Direction regulations and guidance.
Work with Brokers to develop or amend budgets based on the wishes of participants and their Circles of Support.
Liaise with the DDRO to obtain approval of Self-Direction budgets as needed.
Launch Self-Directed plans promptly after budget and Life Plan approval.
Assist Self-Hired Staff with hiring and train them on service provision and electronic software.
Use electronic software for document retention and documentation.
Follow agency policies and procedures for incident reporting.
Maintain a caseload assigned by the Self-Direction Manager and perform other duties assigned by that manager.
Complete and maintain training requirements as a Support Broker.
Participate in trade organization news groups, conferences, and trainings.
Maintain understanding of Person-Centered Planning and Personal Outcome Measures and maintain a good working relationship with the DDRO.
Assist the Self-Direction Manager with regulatory compliance and preparation for external and internal reviews.
Conduct OPWDD and agency compliance reviews of Life Plans, Staff Action Plans, and other regulatory paperwork.
Stay current on policies, procedures, and regulations.
Collaborate with the Self-Direction Billing Specialist and Self-Direction Manager to ensure timely billing and the presence of all required elements.
Monitor participant budget spending to ensure agency resources are recouped within the appropriate billing period.
Monitor participant budget utilization and communicate overages and trends to the Support Broker, providing ongoing review.
Attend Life Plan and Circle of Support meetings as needed to support successful Self-Directed plans.
Communicate with participants when questions arise regarding their plans.
Evaluate and review Staff Action Plans to ensure they meet participant needs.