Self-Directed Budget & Compliance Liaison I

Advocacy and Resource Center; City of Plattsburgh (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

Advocacy and Resource Center is seeking a dependable Fiscal Intermediary Specialist to join our Self-Directed Services team. This role works closely with individuals and families to manage budgets, maintain required documentation, and ensure services run smoothly.

The FI Specialist will serve as a liaison, manage budgets, review paperwork for accuracy, and maintain ongoing communication with clients and families while supporting regulatory compliance and service continuity.

Qualifications

• Associate degree as required in Business Administration, Human Services, or related field.
• Minimum two years of human services and/or office experience.
• Proficiency in Microsoft Office.
• Excellent written, verbal, and organizational skills.
• Clean and valid New York State driver’s license.
• Ability to bend, lift up to 50 pounds.

Responsibilities

• Serve as a liaison between the agency, individuals receiving services, and their families.
• Manage assigned Self-Directed Services budgets.
• Review paperwork for accuracy and completeness.
• Maintain regular communication with individuals and families.
• Attend Launch Meetings and other required meetings.
• Help ensure regulatory compliance and continuity of services.
• Complete additional duties assigned by FI leadership.

Skills

Written communication

Verbal communication

Organizational skills

Education

Associate degree in Business Administration, Human Services, or related field

Tools

Microsoft Office

Job description

Advocacy and Resource Center is seeking a dependable Fiscal Intermediary Specialist to join our Self-Directed Services team. This role works closely with individuals and families to manage budgets, maintain required documentation, and ensure services run smoothly.

The FI Specialist will serve as a liaison, manage budgets, review paperwork for accuracy, and maintain ongoing communication with clients and families while supporting regulatory compliance and service continuity.