Fiscal Intermediary

AccessCNY•Syracuse, NY

7d•Onsite

About The Position

The Fiscal Intermediary Manager, Self-Direction role is responsible for overseeing assigned personnel, implementing staff action plans, and managing the day-to-day operations of the Self-Direction program. This includes supervising Fiscal Intermediaries (FIs) and other assigned staff, providing training and ongoing support, conducting performance evaluations, and ensuring compliance with agency standards and regulatory requirements.

Requirements

High school diploma/GED, required.
Must have a valid NYS driver’s license in accordance with the Agency Vehicle and Driving policy and transportation necessary to meet program needs.
Must be able to lift 75 pounds.
Good verbal and written communication skills.

Nice To Haves

One year of experience working with people with disabilities, preferred.
One year of experience as an FI or Support Broker, preferred.
Supervisory experience, preferred.

Responsibilities

Responsible for the supervision of assigned FIs, and other assigned staff
Orient, train, and direct staff regarding specific job duties
Provide ongoing direction, support, and regular one on one supervision to staff
Conduct performance evaluations of staff-initial, 6 months, and annual; document performance concerns and follow-up with disciplinary action, if necessary
Provide instruction and teaching to staff regarding skills, duties, and responsibilities required for their positions; including professional, health, safety and welfare, skills; procedures and standards, and mandated OPWDD training
Maintain staff training records
Complete a Memorandum of Understanding (MOU) with self-directing individuals on assigned caseload
Review monthly financials/utilization for individuals on assigned caseload and rectify any items in a timely manner in conjunction with Support Broker
Review staff documentation, staff timecards, and monthly summaries for both completion and accuracy for billing; follow-up as needed for corrections
Maintain records and data required by OPWDD and Medicaid to support Medicaid billing, i.e. life plans, LCED etc.; follow-up with individuals’ care managers as needed for any missing and/or non-compliant documentation
Review, implement, and approve for submission to OPWDD: start-up, initial and amended budgets, including cost neutral budget amendments; communicate budget changes to Human Resources, Finance, and Compliance
Send monthly reports to individuals detailing their expense usage in all categories of their budget, including remainder balances through the end of the budget year
Provide person-centered, quality, services
Follow Agency standards and procedures
Maintain compliance with applicable program rules and regulations
Perform Other Duties as assigned/requested