FISCAL INTERMEDIARY ASSOCIATE

Citizen Advocates; Town of Malone (NY); On-site; USD 22,000 - 25,000; Full time

Job summary

Citizen Advocates is seeking a Fiscal Intermediary Associate to administer Self-Directed services for individuals with I/DD and their families. You will manage paperwork, Life Plans, and budgets, ensuring compliance with regulations and timely processing.

You will collaborate with Support Brokers, participants, and Circle of Support, acting as liaison with the DDRO to obtain budget approvals. The role emphasizes individualized service and strong documentation practices, reporting to the

Qualifications

• Excellent communication and computer skills required.
• Associates Degree in Human Services or in Business/Accounting with 1 year of human services experience preferred.

Responsibilities

• Administering Self-Directed Services and Fiscal Intermediary services.
• Maintain professional relationships with Support Brokers, Participants/Families, Care Managers, and Circle of Support.
• Ensure paperwork, Life Plans and Staff Action Plans are processed timely and per Self-Direction regulations.
• Collaborate with Brokers to develop/amend budgets per Participant wishes.
• Liaise with DDRO to approve Self-Direction budgets as needed.
• Attend Life Plan and Circle of Support meetings to support Self-Directed plans.

Skills

Excellent communication

Computer skills

Education

Associates Degree in Human Services or Business/Accounting

Job description

Job Details: Job Location: Creighton Road - Malone, NY 12953, Position Type: Full Time, Salary Range: $16.00 - $18.00 Hourly, SUMMARY/OBJECTIVE: The Fiscal Intermediary Associate is responsible for administering Fiscal Intermediary services and assisting with program growth. The Fiscal Intermediary Associate assists people with I/DD and their families in utilizing Self-Directed Services and ensures all services are as individualized as possible. The Fiscal Intermediary Associate maintains a comprehensive understanding/knowledge base of the Self-Directed program/models, including regulations and day-to-day operations. Reports directly to the Self-Direction Manager.

Essential Functions (Job Duties)

Administering Self-Directed Services.

• Provides Fiscal Intermediary services in the Self-Direction Program
• Maintains a professional relationship with Support Brokers, Participants/Families, Care Managers and members of participant's Circle of Support
• Ensures processing of paperwork, Life Plans and Staff Action Plans are completed in a timely manner and follows Self-Direction regulations and guidance
• Works with Brokers to develop and/or amend budgets based on the wishes of the Participant and their Circle of Support
• Acts as a liaison with the DDRO to ensure Self-Direction budgets are approved, as needed.
• Launches Self-Directed plans in a timely manner, upon budget and Life Plan approval
• Assists Self-Hired Staff with the hiring process and provides training on the service provision and electronic software
• Utilizes the electronic software for document retention and documenting purposes
• Follows all agency policies and procedures in regards to incident reporting
• Maintains caseload as assigned by Self-Direction Manager
• Other duties as assigned by Self-Direction Manager

Maintains a comprehensive understanding/knowledge base of the Self-Direction Program.

• Completes and maintains training requirements as a Support Broker
• Participates in trade organizations' news groups, conferences, and trainings
• Maintains a good understanding of Person-Centered Planning and Personal Outcome Measures
• Maintains a good working relationship with DDRO

Maintains compliance with regulations and best practices.

• Assists Self-Direction Manager with ensuring program is following regulatory requirements and being prepared for external/internal reviews.
• Performs OPWDD and agency compliance reviews of Life Plans, Staff Action Plans and other regulatory paperwork.
• Stays up to date on policies, procedures, and regulations

Maintains Fiscal viability and accountability.

• Works closely and collaboratively with the Self-Direction Billing Specialist and Self-Direction Manager to ensure billing is timely and all required elements are present
• Monitors spending of Participant's budgets to ensure that agency resources are fully recouped within the appropriate billing period
• Monitors Participants budget utilization, communicates overages and trends to the Support Broker, providing ongoing review

Ensures all Self-Direction services are as individualized as possible.

• Attends Life Plan and Circle of Support meetings, as needed, to ensure the success of Self-Directed plans
• Communicates with participants when questions arise regarding their plans
• Evaluates and reviews Staff Action Plans to ensure they meet participant’s needs

Competencies

Excellent communication and computer skills.

Qualifications: Position Type/Expected Hours of Work

This is a fulltime, 40 hour a week position.

Workweek schedule: Monday through Friday.

Hours of work: 8:00am to 4:30pm

Hours and schedules may vary depending on Company and Self-Direction Participant need. Employees will be given as much notice as possible when such changes occur.

Travel

Travel to Participant's choice of meeting locations may be necessary, as well as occasional travel for trainings. Mileage will be reimbursed at agency rate.

Required Education and Experience

Associates Degree in Human Services or in Business/Accounting with 1 years' experience in a Human Services Position.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Employment at Citizen Advocates is "at will".

You are free to resign at any time and for any reason sufficient to you, just as Citizen Advocates is free to terminate your employment at any time and for any reason. We do not guarantee continued or permanent employment.