Fiscal Intermediary Self-Direction Coordinator

Epiny; City of Rochester (NY); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

403(b) with discretionary match

Employee assistance program

Flexible spending account

Health insurance with HSA and employer

Health savings account

Life insurance

Generous PTO bank

Parental leave

Referral program

Job summary

Epiny is seeking a Fiscal Intermediary Self-Direction Coordinator in Rochester, NY to help individuals implement self-direction budgets and ensure Medicaid compliance. The role involves attending meetings, training COS, and managing employer-of-record tasks for staff.

You will oversee budget compliance, support plan documentation, and participate in Life Plan meetings, with a focus on delivering high-quality, compliant services in a fast-paced environment.

Qualifications

• Bachelor’s degree preferred in a related field and one year of paid or unpaid experience in human services and/or OPWDD; OR an associate degree with two years’ experience in human services; OR a high school diploma with three years’ experience in human services/OPWDD.
• Must possess and maintain a valid NYS driver’s license; vehicle required for business travel.
• Solid verbal and written communication skills and ability to communicate with persons supported and a diverse employee population.
• Demonstrated ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Responsibilities

• Assist individuals and families with self-direction budgets by attending meetings and ensuring payments align with budgets.
• Serve as employer of record to manage staff assignments, wages, and onboarding.
• Provide ongoing training and support to persons supported and Circle of Support (COS).
• Participate in Life Plan meetings (in-person or virtual) as preferred by the person supported.
• Maintain compliance documents per OPWDD and other regulations, including plans, budgets, and supporting documentation.
• Complete quarterly check-ins to ensure satisfaction and monitor PRA budget activity for regulatory compliance.
• Report incidents or compliance concerns to the appropriate personnel and coordinate with Program Managers/Supervisors.

Skills

Communication skills

Microsoft Office

Driver's license

Multi-tasking

Time management

Education

Bachelor’s degree

Associate degree

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Teams

Email client

Job description

Fiscal Intermediary Self-Direction Coordinator

We are an equal opportunity employer.

Job Purpose

The primary purpose of this position is to assist individuals and/or their families with implementing their self-direction budgets by attending meetings, ensuring payments are made according to everyone’s budget. As employer of record ensure quality and Medicaid Compliance standards are met according to regulations.

Hiring Range

$22.00/hr-$30.00/hr commensurate with experience

• 403(b) with discretionary match
• Employee assistance program
• Flexible spending account
• Health insurance with HSA and employer match
• Health savings account
• Life insurance
• Generous PTO bank
• Parental leave
• Referral program

Essential Functions

• Direct contact for person supported and manager of service; this includes serving as a member of their Circle of Support (COS) as assigned per caseload.
• Provide ongoing training and support to persons supported and COS to gain and maintain the skills necessary to manage self-directed services.
• Participation in annual and/or semi-annual Life Plan meetings per person supported preference (in person or virtually).
• Management of compliance related documents assures the timely and accurate completion of plan for individuals receiving services per Office for People with Developmental Disabilities (OPWDD) and other regulatory requirements including but not limited to, annual forms, staff action plan, Life Plan, budget and all other supporting documentation.
• Perform duties associated with the agency’s employer of record responsibilities. This includes assisting individuals with managing their staffs job assignment, wage/status, and onboarding.
• Perform at minimum, quarterly check-in calls to ensure satisfaction with services.
• Monitor budget activity to ensure expenses are within the Personal Resource Account (PRA) and meet all OPWDD regulations.
• Remain compliant with all regulations and guidance associated with self-directed services (including but not limited to; quarterly Webex, ADM’s and SD Guide for Providers).
• Reporting any incidents or compliance concerns to appropriate personnel.
• Consult with Program Managers/Supervisors to ensure consistency of services.
• Performs other duties assigned by Self-Direction Supervisor and/or designee within scope of practice.

Non-Essential Functions

• Participate on various EPI committees as able.

Compliance

• Must maintain confidentiality and exercise discretion concerning all business-related matters, including but not limited to board/vendors/donors’ names, investigations, finance, operations, and employee relations matters.
• Must be willing to complete specific company required trainings as mandated by our governing agency, OPWDD, at time of hire and annually thereafter.
• Must adhere to all departmental /company policies & procedures at all times.

Professional Deportment

Consistently demonstrate EPI’s Values:

• Integrity
  • I will do what I say I will do.
  • I honor my commitments, follow up, and adjust expectations if circumstances change.
  • I do the right thing when no one is watching.
• Courage
  • I own my responsibilities and take initiative without being told to do something.
  • I do not shy away from difficult conversations. I will give and receive honest feedback.
  • I constructively share my ideas and lean into disagreements for the betterment of the organization.
• I am open to different ideas and ways of accomplishing our mission.
• I am approachable and work to develop self-awareness around how I am being perceived by others.
• I own my mistakes and learn from them.
• Respect
  • I treat others the way they want to be treated.
  • I am courteous, responsive, and presume best intentions.
  • I recognize and acknowledge positive actions and contributions. I give credit where it is due.
  • I listen to understand and reframe my message to ensure I am understood.

Education and Experience

• Bachelor’s degree preferred in a related field and one (1) year of paid or unpaid experience in the human service field and/or OPWDD; OR associate degree in a related field and two (2) years’ experience in the human service field; OR High School Diploma and three (3) years’ experience in the human service/OPWDD field.

Supervision

• None

Computer Skills

• Strong working knowledge of Microsoft programs to include Email, Word, Excel, PowerPoint, Teams.

Qualifications

• Must possess and maintain a valid NYS Driver’s License-a vehicle is required for business travel.
• Solid verbal and written communication skills and ability to communicate with all persons supported and a diverse employee population of various levels within the organization.
• Demonstrated ability to use poise, tact, maturity and diplomacy during difficult and/or stressful situations to effectively collaborate and resolve issues.
• Proven ability to work in a fast-paced environment, with demonstrated ability to manage multiple tasks, and customer requests, while meeting deadlines.

Physical Demands

The physical demands described below are representative of those that are required to successfully perform the essential functions of this job. Individuals with disabilities, which impact their ability to perform the essential functions, will need to review reasonable accommodations with Human Resources.

• Must be able to talk, hear, stand, walk, and/or sit for extended periods of time; may have to twist, bend, use hand to finger, stretch with hands and arms.
• Specific vision abilities required by this job include close vision and ability to adjust focus
• May be exposed to strong odors from time to time.
• Must be able to lift and carry up to 50 lbs.

While performing the duties of this position, exposure to changing weather conditions will occur.