Fiscal Intermediary Associate

Essential 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.
• 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.
• Prepare 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.
• Perform other related duties as requested.

Educational Requirements/Qualifications/Experience

• 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

Required Abilities

• 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.
• 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.