Self-Direction & Budget Compliance 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

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.