Financial Management Services (FMS) Coordinator – California SDP

HR Alliance•San Francisco, CA

3d•Hybrid

About The Position

The FMS Coordinator supports individuals enrolled in California’s Self-Determination Program (SDP) by managing their individualized budgets, processing payroll and vendor payments, and ensuring compliance with state and Regional Center requirements. This role provides essential administrative, financial, and customer support so participants can direct their own services while following SDP rules.

Requirements

Experience in social services, fiscal management, disability services, or administrative support.
Strong customer service and communication skills.
Ability to interpret policies, financial guidelines, and program rules.
Proficiency in data entry, financial tracking, and computer systems (Excel, payroll or accounting software).
High level of accuracy and attention to detail.

Nice To Haves

Experience working with a California Regional Center, FMS provider, IHSS, or disability-related programs.
Knowledge of DDS regulations and the California Self-Determination Program.
Bilingual skills (e.g., Spanish)
Experience with payroll systems, vendor payment platforms, or budgeting tools.

Responsibilities

Serve as the primary point of contact for SDP participants, families, Independent Facilitators, and Regional Centers.
Assist participants with enrollment, orientation to FMS services, and ongoing support.
Respond to questions regarding budgets, spending, hiring workers, and allowable expenses.
Establish, track, and maintain individualized SDP budgets in accordance with Regional Center approvals.
Monitor expenses to ensure spending aligns with the participant’s Person-Centered Plan and spending plan.
Notify participants of budget issues, such as overages, under-utilization, or missing documentation.
Process payroll for participant-hired workers, ensuring time sheets and rates follow SDP rules.
Verify and process invoices, reimbursements, and vendor payments within required timeframes.
Ensure workers meet requirements such as background checks, employment eligibility, and documentation.
Ensure FMS processes comply with DDS (Department of Developmental Services) and Regional Center requirements.
Maintain accurate, confidential records for each participant.
Support audits, quality reviews, and documentation requests.
Communicate regularly with Service Coordinators, Independent Facilitators, and vendors.
Participate in team meetings, training sessions, and program updates.
Support implementation of system improvements, policy changes, and new SDP guidelines.