Fiscal Intermediary Coordinator in Rochester, New York

Heritage Christian Services Posted: 2022-06-15

Rochester, New York 14623

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Heritage Christian Services is seeking an energetic and positive person with a record of providing person-centered supports. The Fiscal Intermediary Coordinator is responsible for providing support and guidance to individuals who self-direct their services through a self-directed budget. Responsibilities include active participation in the person-centered planning process and oversight of the self-directed budget once approved.

• Meet/interview with individuals and families to educate them on self-directed services and the role of the Fiscal Intermediary.
• Actively participate in Circle of Support (COS) and ISP meetings for assigned individuals; act as a backup resource for team members.
• Review self-directed budgets that are submitted by the broker; ensure all required elements are in place before submission to OPWDD.
• Maintain an electronic/hard copy record for each individual you are assigned to support.
• Enroll assigned individuals in Therapy and CHOICES as appropriate.
• Process self hires job requisitions and job descriptions.
• Complete training for new self-hire staff; inform staff when they are cleared to work; enroll/register self-hire staff for training as needed ongoing. Ensure completion of mandated annual in-servicing.
• Assist with creating documentation sheets and billing checklists and distribute them to the individual/COS.
• Provide billing support; track down and collect documentation, ensuring compliance with information. Submit timesheets to the accounting/finance team in a timely fashion.
• Enter employee hours in the payroll system.
• Monitor monthly expense reports for assigned individuals and address issues/concerns proactively with the individual, broker, service coordinator, and members of the COS as appropriate.
• Submit invoices to the accounting/finance team for timely reimbursement (i.e. personal expenses, mileage, family reimbursed respite, etc.).
• Read, understand and ensure compliance with relevant OPWDD administrative memos including comm. hab, broker, respite, SEMP, FI, etc.
• Attend regional FI meetings as appropriate.

• Minimum of High School diploma or high school equivalency; college experience preferred
• Strong organizational and time management skills
• Ability to multi-task
• Personable and energetic with a positive attitude
• Valid driver’s license that complies with Heritage Christian Services’ motor vehicle record standards, and reliable transportation to and from work

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