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About the Role
The Fiscal Intermediary Associate is responsible for administering Fiscal Intermediary services and assisting with program growth. This role assists people with I/DD and their families in utilizing Self-Directed Services, ensuring services are individualized. The associate maintains a comprehensive understanding of the Self-Directed program, including regulations and operations, reporting to the Self-Direction Manager.
Responsibilities
- Provides Fiscal Intermediary services in the Self-Direction Program.
- Maintains professional relationships with Support Brokers, Participants/Families, Care Managers, and members of the participant’s Circle of Support.
- Ensures timely processing of paperwork, Life Plans, and Staff Action Plans in accordance with Self-Direction regulations.
- Works with Brokers to develop or amend budgets based on Participant and Circle of Support wishes.
- Acts as a liaison with the DDRO to ensure Self-Direction budget approval.
- Launches Self-Directed plans promptly upon budget and Life Plan approval.
- Assists Self-Hired Staff with the hiring process and provides training on service provision and electronic software.
- Utilizes electronic software for document retention and documentation.
- Follows all agency policies and procedures for incident reporting.
- Maintains assigned caseload.
- Completes and maintains training requirements as a Support Broker.
- Participates in trade organizations’ news groups, conferences, and trainings.
- Maintains a good understanding of Person-Centered Planning and Personal Outcome Measures.
- Maintains a good working relationship with DDRO.
- Assists Self-Direction Manager with ensuring program compliance with regulatory requirements and preparation for reviews.
- Performs OPWDD and agency compliance reviews of Life Plans, Staff Action Plans, and other regulatory paperwork.
- Stays up to date on policies, procedures, and regulations.
- Works collaboratively with the Self-Direction Billing Specialist and Self-Direction Manager to ensure timely billing.
- Monitors Participant budget spending to ensure agency resources are recouped within the appropriate billing period.
- Monitors Participant budget utilization, communicates overages and trends to the Support Broker, and provides ongoing review.
- Attends Life Plan and Circle of Support meetings as needed to ensure Self-Directed plan success.
- Communicates with participants regarding their plans.
- Evaluates and reviews Staff Action Plans to ensure they meet participant needs.
Requirements
- Excellent communication and computer skills.
- Travel to Participant’s choice of meeting locations may be necessary.
- Occasional travel for trainings may be necessary.
- Mileage will be reimbursed at agency rate.
- Employment at Citizen Advocates is “at will”.
Location
- Creighton Road - Malone, NY
Work Type
- Full Time
- 40 hour a week position
Education Level
- Associates Degree in Human Services or in Business/Accounting with 1 years’ experience in a Human Services Position.
Salary/Compensations
- $19.00 - $25.00 Hourly
About the Company
- Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
- Duties, responsibilities, and activities may change at any time with or without notice.
- We do not guarantee continued or permanent employment.