Fiscal Intermediary Associate

The Fiscal Intermediary Associate will assist people with intellectual disabilities and their families, utilize self-directed services. The Fiscal Intermediary is responsible for implementation of services as listed in the approved budget, and assist in payment of approved goods and services. This position requires a high degree of customer service and ensures best practices are carried out to achieve service effectiveness and efficiency.

• →Work with people we support and brokers to initiate and complete the self-direction process.
• →Explain all fiscal procedures and required waiver documentation to people we support and their families; such as the hiring and training of staff.
• →Provide the Self-Direction individuals with copies of all written policies and procedures.
• →Serve as a liaison between the person and their family, broker, and OPWDD.
• →Monitor the person’s budget utilization and perform monthly financial statement oversight. 
• →Provide quality assurance and administrative support working with individuals and their families.
• →Perform OPWDD and compliance reviews of Life Plans.
• →Attend Life Plan meetings semi-annually representing the Fiscal Intermediary, assessing satisfaction of services and financial budget oversight.
• →Assist with record keeping, gathering required documentation for Community Hab/FI services, and providing follow up as needed.
• →Provide administrative support including data entry and entering information into CHOICES system
• →Completes all assignments in a timely manner.
• →Preparation of statistical data
• →Ensure compliance with all pertinent government and agency regulations and operating standards.
• →Ensure understanding of changes in the field
• →Performs other related duties as requested

• Bachelor’s Degree required
• 1 to 3 years of experience in related field.
• Must have a valid New York State driver’s license.