Financial Management Services (FMS) Coordinator – Self Determination

TRAC Therapy Research Autism Center; San Francisco (CA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

An Autism support organization is seeking a FMS Coordinator for the California Self-Determination Program. This role involves managing participant budgets, processing payroll, and ensuring compliance with state requirements. Ideal candidates will have a background in social services or fiscal management, strong customer service skills, and proficiency in relevant software. The position may require both remote work and occasional travel. Competitive compensation is offered.

Qualifications

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

Responsibilities

• Manage individualized budgets and process payroll.
• Serve as the primary contact for participants and families.
• Ensure compliance with state and Regional Center requirements.
• 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 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.

Skills

Customer service skills

Communication skills

Attention to detail

Data entry proficiency

Attention to detail

Tools

Excel

Payroll or accounting software

Accounting software

Job description

Job Description: Financial Management Services (FMS) Coordinator – California Self-Determination Program (SDP)

Position Title: FMS Coordinator / FMS Specialist – Self-Determination Program
Location: California (remote/onsite)
Reports To: FMS Program Manager / Director of Operations
Department: Financial Management Services – Self-Determination Program (SDP)

Position Summary:

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.

Essential Duties & Responsibilities

Participant Support & Customer Service:

• 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.

Budget Management:

• 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.

Payroll & Payment Processing:

• 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.

Compliance & 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.

Collaboration & Coordination:

• 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.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Core Competencies

• Customer-centered communication.
• Confidentiality and professionalism.
• Financial accuracy and accountability.
• Problem solving and adaptability.
• Cultural competence and sensitivity.

Work Environment & Requirements

• May require remote work with reliable internet and workspace.
• Occasional travel for trainings or participant meetings.
• Background check may be required.