Fiscal Intermediary Associate

Upstate Caring Partners; City of Utica (NY); On-site; USD 24,000 - 28,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan 403(b) matching

Life Insurance

Flexible Paid Time Off

Flexible Spending Account (FSA)

Employee Discounts

Job summary

Upstate Caring Partners is seeking a Fiscal Intermediary Associate in Utica, NY. The role supports people with intellectual disabilities and their families, guiding self-direction processes and ensuring service budgets are implemented effectively.

The position emphasizes customer service, compliance with OPWDD requirements, and liaison activities among individuals, families, brokers, and agencies. Benefits include health insurance, retirement matching, and paid time off.

Qualifications

• Bachelor’s Degree required.
• 1 to 3 years of experience in related field.
• Must have a valid New York State driver’s license.

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.
• 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.
• 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
• Performs other related duties as requested

Job description

$17.14 - $20.00 an hour The Fiscal Intermediary Associate will assist people with intellectual disabilities and their families, utilize self-directed services. The Fiscal Intermediary is responsible for implementation of services as listed in the approved budget, and assist in payment of approved goods and services. This position requires a high degree of customer service and ensures best practices are carried out to achieve service effectiveness and efficiency.

Core 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.
• 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.
• 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
• Performs other related duties as requested

Qualifications

• Bachelor’s Degree required
• 1 to 3 years of experience in related field.
• Must have a valid New York State driver’s license.

Benefits

Our work environment provides the opportunity to grow and learn in a fast-paced atmosphere. We offer competitive benefits and salary to include a low-cost individual health insurance plan, dollar for dollar retirement match (up to 7%), life insurance, voluntary benefits and generous paid time off.

• Comprehensive Health/Dental/Vision
• Direct Deposit
• Flexible Spending Account (FSA)
• Retirement Plan 403(b)
• Life Insurance
• Voluntary Benefits
• Employee Assistance Program (EAP)
• Generous PTO Plans (Sick, Vacation and Employee Leave)
• Tuition Reimbursement
• Service Awards
• Employee Appreciation Events
• Employee Discounts

Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families. If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career. Please visit our careers website to access the full job description located within the job posting. upstatecpjobs.org Fiscal Intermediary Associate