Self Direction Fiscal Intermediary Coordinator

Developmental Disabilities Institute (DDI) • Town of Smithtown, NY

8d • Hybrid

About The Position

Brightway Living & Learning is seeking a Self Direction Fiscal Intermediary Coordinator to serve as the primary point of contact for families and support staff participating in OPWDD’s Self-Directed Services. The coordinator supports families, brokers, and employees with hiring, training, family budgets, and care management plans, and helps ensure compliance with Medicaid billing standards and OPWDD regulations. The role is eligible for a hybrid schedule after the introductory period, with three days in the Smithtown office and two remote days. Some evening and weekend work may be required to meet the needs of individuals and the department. Responsibilities may be altered or redefined as required by consumer or agency needs.

Requirements

• Two years’ experience as a Self-Directed Broker or at least one year of FI Coordinator experience.
• Good organizational skills and excellent verbal, written communication, and interpersonal skills.
• Ability to use computers and Microsoft 365 applications, including Outlook, Word, Excel, Teams, and SharePoint.
• Valid New York State Driver’s License.
• Working knowledge of OPWDD services and supports.
• Ability to perform primarily sedentary work, including extended periods sitting at a desk or workstation.
• Frequent computer, keyboard, and mouse use for data entry, document preparation, and communication.
• Ability to occasionally stand, walk, bend, reach, or lift office materials and supplies, typically up to 10–20 pounds.
• Ability to operate standard office equipment, including computers, printers, scanners, copiers, and telephones.
• Frequent use of hands and fingers for typing, writing, filing, and handling paperwork.
• Visual acuity sufficient to read documents, computer screens, and detailed reports.
• Hearing and verbal communication ability sufficient to interact effectively with staff, visitors, and external contacts in person and by phone.

Nice To Haves

• Bachelor’s degree in a human health service field preferred.

Responsibilities

• Review service delivery documentation to ensure Medicaid billing standards and OPWDD regulations are met.
• Maintain copies of plans, budgets, individual service records, and documents supporting billing.
• Conduct initial Self-Directed launch meetings and participate in ISP meetings concerning budgets, Fiscal Intermediary and Broker duties, and keeping Self-Directed costs within approved budgets.
• Review employee timesheets, monthly summary notes, mileage and expense reimbursement forms, and other documentation submitted to the Financial Management Service Agency.
• Serve as the primary resource for general employment inquiries from Self-Directed staff and liaise between staff and agency support departments.
• Provide orientation, supervision, and support to the Self-Directed Broker in staff hiring, management, and conflict resolution.
• Ensure the Self-Directed Broker completes the required twelve hours of OPWDD professional development training each calendar year after the first year of brokerage.
• Work closely with individuals, their circles of support, support brokers, OPWDD, support staff, and service coordinators to address questions concerning FI services.
• Work some evenings and weekends as needed.

Benefits

• 20 vacation days, 3 personal days, 3 floating holidays, 12 sick days, and 10 paid Agency holidays annually.
• Medical, dental, vision, and life insurance.
• Flexible spending account (FSA) and employee assistance program (EAP).
• 403(b) retirement plan.
• Tuition reimbursement opportunities.
• Ongoing training and professional development.
• Opportunities for advancement within Brightway Living & Learning.
• Hybrid work eligibility after the introductory period: three days in the Smithtown office and two remote days.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed