Fiscal Intermediary Associate

ESSENTIAL RESPONSIBILITIES:

Activities include but are not limited to the following:

• 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.


• Provide the Self-Direction individuals with copies of all written policies and procedures.


• 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.


• Preparation of 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.


• Performs 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.


• This position has regular and substantial unsupervised or unrestricted physical contact with individuals receiving services, therefore, is required by law to be fingerprinted for a criminal history record check under OPWDD (Office for People with Developmental Disabilities).

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.


• Must have professionalism in all decision making.


• 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.