Fiscal Intermediary (Self-Direction)

The Center for Family Support Inc.; New York (NY); On-site; USD 60,000 - 73,000; Full time

Benefits offered by this job

401(k)

Dental Insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Referral program

Tuition reimbursement

Vision insurance

Job summary

The Center for Family Support Inc. in New York City is seeking a Fiscal Intermediary Program Manager to oversee a caseload of individuals receiving Self-Directed Services and ensure full OPWDD compliance.

You will manage documentation, fiscal oversight, and stakeholder engagement while driving KPI-based performance. Key responsibilities include leading Life Plan meetings, ensuring accurate documentation, and maintaining strong family and broker collaboration.

Qualifications

• Bachelor’s degree in health or human services or related field.
• Minimum of 2 years’ experience in OPWDD system.
• Minimum of 1 year of experience with Self-Directed Services.

Responsibilities

• Caseload management with oversight of assigned caseloads.
• Ensure documentation completeness and accuracy.
• Participate in Life Plan meetings and interdisciplinary team discussions.
• Communicate issues to stakeholders in a timely manner.
• Monitor Medicaid eligibility for assigned caseload.
• Review and approve Staff Action Plans and broker documentation.
• Support audit readiness and regulatory compliance.

Skills

OPWDD regulations knowledge

Self-Directed Services experience

Communication skills

Education

Bachelor’s degree in health or human services or related field

Tools

Microsoft Office

EVERO

Adobe Sign

Job description

Overview

Job Title: Fiscal IntermediaryProgram Manager

Location:NYC, Bronx, SI or Floral Park

Reports to: Assistant VP of Self-Direction

Department:Self Direction

FLSA/Status:Exempt/FT

The Fiscal IntermediaryProgram Manager is responsible for managing a caseload of individuals receiving Self-Directed Services and ensuring full compliance with OPWDD regulations. This role requires timely oversight of documentation, fiscal accountability, and proactive stakeholder engagement, with performance measured through defined key performance indicators (KPIs).

Our industry-leading benefits include:

• 401(k)
• Dental Insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Responsibilities

• Caseload Management

Maintain oversight of assigned caseloads to ensure completion of required reviews

Ensure high levels of documentation completeness and accuracy

Promote positive participant and family satisfaction outcomes

• Life Plan & Team Meetings

Participate in Life Plan meetings and interdisciplinary team discussions

Ensure documentation reflects alignment with Fiscal Intermediaryand OPWDD requirements

Communicate identified issues or concerns to appropriate stakeholders in a timely manner

• Stakeholder Communication & Coordination

Maintain consistent and professional communication with families, brokers, and internal departments

Ensure all communications are documented accurately

Support strong stakeholder relationships and satisfaction

• Documentation Review & Compliance Oversight

Review and process all required documentation (Life Plans, LCED, DDP2, etc.)

Ensure documentation meets compliance and quality standards

Identify and address deficiencies to maintain regulatory compliance

Support audit readiness and successful audit outcomes

• Fiscal Oversight (Invoices & Time Review)

The Fiscal Intermediary Program Manager will identify and resolve discrepancies

Ensure adherence to approved budgets and financial guidelines

• Staff Action Plans, Monthly Notes & Broker Documentation

Review and approve Staff Action Plans and supporting documentation

Ensure all documentation is complete, accurate, and compliant prior to approval

Monitor trends and recurring issues and implement corrective actions

• Broker Oversight

Maintain regular collaboration with brokers to support participant needs

Monitor broker performance for adherence to service expectations and guidelines

Address performance concerns and document interactions

• Compliance Monitoring & Issue Resolution

Identify, report, and address compliance concerns

Support corrective action efforts and resolution of non-compliant items

• Medicaid Eligibility Monitoring

Monitor Medicaid eligibility status for assigned caseload

Address issues impacting eligibility and service continuation

Maintain accurate tracking of Medicaid-related requirements

• Participant & Family Engagement

The Fiscal Intermediary Program Manager will maintain ongoing engagement with participants and families

Respond to inquiries and concerns in a professional and timely manner

Document all interactions

Support high levels of satisfaction and service quality

• General Responsibilities

Complete assigned tasks and responsibilities in alignment with program expectations

Participate in required trainings and professional development

Contribute to program goals, quality improvement initiatives, and team success

Competencies

• Strong interpersonal, communication, and organizational skills
• Advanced knowledge of OPWDD regulations
• High attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office; experience with EVERO and Adobe Sign preferred

Qualifications

• Bachelor’s degree in health or human services or related field required
• Minimum of 2 years’ experience in OPWDD system
• Minimum of 1 year of experience with Self-Directed Services

The Center for Family Support provides equal employment opportunities to all. We celebrate the wonderful qualities that make each of us unique and greatly value how they enrich the work we do. If you want to work with a caring group of people making a difference in the lives of the people we serve.

#IND-CFSAD

Pay Range

USD $66,300.00 - USD $66,300.00 /Yr.