Fiscal Intermediary Associate

Upstate Cerebral Palsy•City of Utica, NY

5h•$17 - $20

About The Position

The Fiscal Intermediary Associate will assist people with intellectual disabilities and their families, utilize self-directed services. The Fiscal Intermediary is responsible for implementation of services as listed in the approved budget, and assist in payment of approved goods and services. This position requires a high degree of customer service and ensures best practices are carried out to achieve service effectiveness and efficiency.

Requirements

Bachelor’s Degree required
1 to 3 years of experience in related field.
Must have a valid New York State driver’s license.

Responsibilities

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.
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
Performs other related duties as requested