FISCAL INTERMEDIARY ASSOCIATE

Citizen-Advocate; Town of Malone (NY); On-site; USD 42,000 - 66,000; Full time

Job summary

Citizen Advocates is seeking a Fiscal Intermediary Associate to administer Self-Direction services and support program growth. The role involves coordinating with Support Brokers, participants and family Circle of Support to ensure budgets and plans are properly managed and compliant.

The successful candidate will assist with hiring, training, and maintaining regulatory documentation. This full-time position includes standard work hours and requires an associates degree in a related field with

Qualifications

• Associates Degree in Human Services or Business/Accounting.
• 1 year experience in a Human Services position.
• Excellent communication and computer skills.

Responsibilities

• Administer Self-Directed Services and Fiscal Intermediary services.
• Maintain professional relationships with Support Brokers, participants and Circle of Support.
• Ensure paperwork, Life Plans and Staff Action Plans are completed timely and compliant.
• Collaborate with Brokers to develop/amend budgets per participant wishes.
• Assist with hiring Self-Hired Staff and provide training on service provision and software.

Skills

Communication skills

Computer skills

Education

Associate degree in Human Services

Associate degree in Business/Accounting with 1 year experience

Job description

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 ManagerMaintains 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 DDROMaintains 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 regulationsMaintains 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 reviewEnsures 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 needsCompetenciesExcellent communication and computer skills.Position Type/Expected Hours of WorkThis is a fulltime, 40 hour a week position.Workweek schedule: Monday through Friday.Hours of work: 8:00am to 4:30pmHours 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.TravelTravel 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 ExperienceAssociates Degree in Human Services or in Business/Accounting with 1 years’ experience in a Human Services Position.Other DutiesPlease 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.