FI Coordinator

FLSA Status: Non-Exempt Reports To: Director of Community Services Work Hours: Monday–Friday, 8:30 AM – 4:30 PM (37.5 hours/week; additional hours as needed) Work Environment: Normal office environment

Job Summary

The Fiscal Intermediary (FI) Coordinator supports individuals with developmental disabilities who self-direct their services. This role assists in person-centered planning and budget development while managing the financial, regulatory, and employer-related components of the Self-Directed Services plan. The FI Coordinator ensures compliance with Medicaid and OPWDD regulations and provides guidance to individuals, families, and support staff.

Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• 4 yrs experience with OPWDD services, regulations, funding sources, and/or Medicaid compliance req.
• Experience with electronic record keeping, accounting, and report analysis preferred.
• 1 year of supervisory experience preferred.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Must be able to read, write, and speak English fluently.
• Valid NYS driver's license that meets agency guidelines and access to reliable transportation.
• Collaborate with individuals and their Circle of Support to create and implement self-direction budgets that reflect their goals and preferences.
• Review budgets and related plans for accuracy and compliance. Submit to OPWDD for initial approval and ongoing updates or amendments.
• Process billing for services funded through Medicaid and OPWDD, ensuring documentation meets all requirements.
• Act as the employer of record supervisor for self-hired staff, processing payroll and reviewing required staff documentation for accuracy.
• Review Community Habilitation notes, EVV data, and monthly reports to ensure proper and timely completion.
• Train and support participants and families on topics such as staff supervision, work hour tracking, mileage reimbursement, and documentation.
• Monitor individual spending to ensure adherence to approved budgets and process reallocations or amendments as needed.
• Oversee housing subsidy applications and complete annual recertifications for assigned individuals.
• Attend Life Plan meetings and review Staff Action Plans (SAPs) for accuracy, alignment, and regulatory compliance.
  
  

Disclaimer – The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Liberty reserves the right at its sole discretion to amend its policies, programs and/or guidelines, including the contents of this job description, at any time without prior notice.