Self-Direction Budget Specialist

Higher Ground IHS; City of Albany (NY); On-site; Full time

Job description

Benefits

• Competitive salary
• Dental insurance
• Paid time off
• Wellness resources

Position Title

Agency Broker / Self-Direction Broker

Location

Albany, NY & Surrounding Capital Region Areas Hybrid/Community-Based Position

Employment Type

Full-Time / Part-Time Available

About Higher Ground IHS

Higher Ground Integrated Human Services (IHS), Inc. is a person-centered organization dedicated to empowering individuals with developmental disabilities and their families through innovative and community-focused services. We are committed to helping individuals achieve independence, inclusion, and meaningful life goals through quality support services.

Position Summary

Higher Ground IHS is seeking a knowledgeable, organized, and compassionate Agency Broker to support individuals enrolled in New York State OPWDD Self-Direction services. The Agency Broker will assist individuals and families with developing, implementing, and maintaining Self-Direction budgets and services while ensuring compliance with OPWDD regulations and person-centered planning principles.

This role requires strong communication skills, attention to detail, advocacy, and the ability to work collaboratively with families, care managers, Fiscal Intermediaries, and community providers.

Key Responsibilities

1. Assist individuals and families in understanding OPWDD Self-Direction services and options
2. Develop and maintain person-centered Self-Direction budgets
3. Support completion and submission of Self-Direction documentation
4. Assist with staffing plans, community supports, and individualized goals
5. Coordinate with Care Managers, Fiscal Intermediaries, brokers, and providers
6. Monitor budget utilization and service implementationEnsure ongoing compliance with OPWDD guidelines and timelines
7. Maintain accurate and timely documentation and case notes
8. Support participants with community integration and resource navigation
9. Attend Life Plan meetings and interdisciplinary team meetings as needed
10. Educate families regarding Self-Direction rules, flexibility, and responsibilities

Qualifications

Preferred

• Experience working with OPWDD Self-Direction services
• Knowledge of OPWDD regulations and Medicaid Waiver services
• Experience with person-centered planning
• Strong organizational and communication skills
• Ability to manage multiple cases and deadlines
• Proficiency in Microsoft Office and electronic documentation systems

Minimum Requirements

• High School Diploma or GED required
• Associate’s or Bachelor’s degree in Human Services, Social Work, Psychology, or related field preferred
• Valid NYS Driver’s License and reliable transportation
• Ability to travel locally within the Capital Region
• Background check and required clearances

Preferred Experience

• Support Broker or Brokerage experience
• FI or Care Coordination experience
• OPWDD service documentation
• Community habilitation or employment services
• Family support advocacy

Compensation & Benefits

• Competitive pay based on experience
• Flexible scheduling opportunities
• Professional development and training
• Supportive team environment
• Opportunity for growth within the organization

Why Join Higher Ground?

At Higher Ground, we believe in empowering both the individuals we support and the staff who make the work possible. Join a mission-driven team focused on innovation, advocacy, and meaningful community impact.