Self-Direction - Invoice Coordinator

Empowering People's Independence•Syracuse, NY

11d•Onsite

About The Position

The primary function of this role is to oversee the processing of invoices in an electronic record keeping system and support the Self-Direction department with expense-related issues and questions. The Invoice Coordinator assures the timely and accurate processing of invoices for people receiving services, following all processes and procedures set forth by OPWDD and EPI. This role involves reviewing submitted invoices for completeness, accuracy, and compliance with applicable policies and procedures, ensuring correct billing information and supporting documentation. The coordinator identifies discrepancies, errors, or unauthorized charges, takes corrective actions, and verifies that expenses align with approved Self-Direction budgets and authorized services. A person-centered approach is crucial, ensuring expenses align with the individual's Life Plan and chosen goals. The position provides ongoing education, training, and clarification to Self-Direction Coordinators and Support Brokers regarding invoicing processes, standards, documentation, and allowable expenses, acting as a resource to promote understanding and consistent application. Effective communication with vendors, brokers, fiscal intermediaries, and team members is essential for resolving invoice and billing issues. The role requires maintaining accurate and organized records of all invoices, communications, and decisions related to expense decisions, and reviewing new expenses for compliance with OPWDD guidance prior to payment. Participation in team meetings and professional development is expected to enhance efficiency and compliance. Other duties as requested by the Self-Direction Supervisor and/or designee within the scope of practice are also part of this role.

Requirements

Minimum High School Diploma with two (2) years of Human Service experience
Strong working knowledge of Microsoft programs including Email, Word, Excel, PowerPoint, and Teams.
Must possess and maintain a valid NYS Driver’s License-a vehicle is required for business travel
Solid verbal and written communication skills and ability to communicate with all persons supported and a diverse employee population of various levels within the organization.
Demonstrated ability to use poise, tact, maturity and diplomacy, during difficult and/or stressful situations to effectively collaborate and resolve issues.
Proven ability to work in a fast-paced environment, with demonstrated ability to manage multiple tasks, and customer requests, while meeting deadlines.
Must be able to talk, hear, stand, walk, and/or sit for extended periods of time; may have to twist, bend, use hand to finger, stretch with hands and arms.
Specific vision abilities required by this job include close vision and ability to adjust focus
Must be able to lift and carry up to (50) lbs.

Nice To Haves

bachelor's degree preferred with 1 year of Human Service experience.

Responsibilities

Assures the timely and accurate processing of invoices for people receiving services.
Follows all processes and procedures set forth by OPWDD and EPI.
Review submitted invoices for completeness, accuracy, and compliance with applicable policies and procedures in mind.
Ensure all invoices reflect accurate billing information and correct supporting documentation.
Review and verify submitted invoices for accuracy, completeness, and compliance, ensuring correct billing details and required documentation.
Identify discrepancies, errors, or unauthorized charges and take corrective actions.
Verify that expenses align with approved Self-Direction budgets and authorized services.
Assess expenses through a person-centered lens, ensuring they align with the individual's Life Plan and chosen goals.
Provide ongoing education, training and clarification to Self-Direction Coordinators and Support Brokers regarding invoicing processes, invoicing standards, documentation requirements, and allowable expenses.
Provide training and act as a resource to promote understanding and consistent application of invoicing standards and process.
Communicate effectively with vendors, brokers, fiscal intermediaries, and other team members to resolve invoices and billing issues.
Maintain accurate and organized records of all invoices, communications, and decisions related to expense related decisions, and review all new expenses to ensure compliance with OPWDD guidance prior to payment.
Participate in team meetings and professional development opportunities to enhance efficiency and compliance.
Performs all other duties as requested by Self-Direction Supervisor and/or designee within the scope of practice.
Other duties as assigned within the scope of practice.
Participate on various EPI committees as able.
Must maintain confidentiality and exercise discretion concerning all business-related matters, including but not limited to board/vendors/donors’ names, investigations, finance, operations, and employee relations matters.
Must be willing to complete specific company required training as mandated by our governing agency, Office for People with Developmental Disabilities (OPWDD), at time of hire and annually thereafter.
Must always adhere to all departmental /company policies & procedures.
Apply and interpret OPWDD (Office for People with Developmental Disabilities) guidance to determine allowable and non-allowable expenses.
Stay updated on OPWDD policies, Self-Direction budget rules, and Medicaid requirements relevant to invoice processing.
Consistently demonstrate EPI’s Values: Integrity, Courage, Adaptability, Respect.