Fiscal Intermediary Associate

Upstate Cerebral Palsy•City of Utica, NY

About The Position

The Fiscal Intermediary Associate plays a crucial role in supporting individuals and brokers through the self-direction process. This position involves explaining fiscal procedures and waiver documentation, serving as a liaison between various stakeholders, and ensuring compliance with regulations. The associate will monitor budgets, provide quality assurance, conduct reviews of Life Plans, and assist with record keeping and data entry. A key aspect of the role is maintaining a positive work environment and ensuring understanding of changes in the field.

Requirements

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).

Nice To Haves

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.

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, 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